Acima Private Wealth’s Edwards Lifesciences EW Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$462K	Hold	5,904	–	–	0.16%	74
2025 Q1	$428K	Hold	5,904	–	–	0.15%	77
2024 Q4	$437K	Hold	5,904	–	–	0.15%	82
2024 Q3	$390K	Hold	5,904	–	–	0.13%	90
2024 Q2	$545K	Hold	5,904	–	–	0.2%	72
2024 Q1	$564K	Hold	5,904	–	–	0.21%	76
2023 Q4	$450K	Hold	5,904	–	–	0.18%	85
2023 Q3	$409K	Hold	5,904	–	–	0.18%	93
2023 Q2	$557K	Sell	5,904 -162	-3%	-$15.3K	0.27%	78
2023 Q1	$502K	Hold	6,066	–	–	0.25%	81
2022 Q4	$453K	Hold	6,066	–	–	0.23%	83
2022 Q3	$501K	Hold	6,066	–	–	0.26%	71
2022 Q2	$577K	Hold	6,066	–	–	0.29%	68
2022 Q1	$714K	Hold	6,066	–	–	0.33%	69
2021 Q4	$786K	Hold	6,066	–	–	0.34%	71
2021 Q3	$687K	Hold	6,066	–	–	0.32%	74
2021 Q2	$628K	Hold	6,066	–	–	0.29%	76
2021 Q1	$507K	Hold	6,066	–	–	0.25%	78
2020 Q4	$553K	Hold	6,066	–	–	0.29%	77
2020 Q3	$484K	Hold	6,066	–	–	0.29%	78
2020 Q2	$419K	Hold	6,066	–	–	0.27%	79
2020 Q1	$381K	Hold	6,066	–	–	0.29%	78
2019 Q4	$472K	Hold	6,066	–	–	0.33%	75
2019 Q3	$444K	Hold	6,066	–	–	0.34%	72
2019 Q2	$374K	Hold	6,066	–	–	0.3%	78
2019 Q1	$387K	Hold	6,066	–	–	0.33%	71
2018 Q4	$310K	Buy	+6,066	New	+$310K	0.3%	78