Atria Wealth Solutions’s Edwards Lifesciences EW Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$269K	Sell	3,443 -3,219	-48%	-$240K	0.01%	1211
2025 Q1	$483K	Sell	6,662 -29,763	-82%	-$2.13M	0.01%	1215
2024 Q4	$2.7M	Sell	36,425 -321	-0.9%	-$22.5K	0.03%	540
2024 Q3	$2.42M	Sell	36,746 -10,072	-22%	-$732K	0.03%	560
2024 Q2	$4.32M	Buy	46,818 +939	+2%	+$83.2K	0.05%	374
2024 Q1	$4.38M	Buy	45,879 +863	+2%	+$72.5K	0.05%	376
2023 Q4	$3.43M	Sell	45,016 -92	-0.2%	-$6.4K	0.04%	418
2023 Q3	$3.13M	Sell	45,108 -2,405	-5%	-$193K	0.04%	423
2023 Q2	$4.48M	Sell	47,513 -12,033	-20%	-$1.05M	0.06%	313
2023 Q1	$4.93M	Sell	59,546 -986	-2%	-$77.5K	0.07%	269
2022 Q4	$4.52M	Sell	60,532 -3,528	-6%	-$272K	0.07%	272
2022 Q3	$5.29M	Buy	64,060 +18,893	+42%	+$1.82M	0.09%	222
2022 Q2	$4.29M	Buy	45,167 +7,500	+20%	+$776K	0.09%	257
2022 Q1	$4.43M	Buy	+37,667	New	+$4.23M	0.07%	276