Elk River Wealth Management’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 Q1	–	Sell	-5,763	Closed	-$427K	–	99
2024 Q4	$427K	Sell	5,763 -68,400	-92%	-$4.79M	0.08%	75
2024 Q3	$4.89M	Buy	74,163 +950	+1%	+$69K	0.89%	36
2024 Q2	$6.76M	Buy	73,213 +297	+0.4%	+$26.3K	1.32%	24
2024 Q1	$6.97M	Buy	72,916 +5,934	+9%	+$498K	1.42%	23
2023 Q4	$5.11M	Sell	66,982 -14,249	-18%	-$991K	0.98%	31
2023 Q3	$5.63M	Buy	81,231 +2,652	+3%	+$213K	1.25%	26
2023 Q2	$7.41M	Sell	78,579 -2,115	-3%	-$184K	1.59%	19
2023 Q1	$6.68M	Buy	80,694 +4,536	+6%	+$357K	1.52%	20
2022 Q4	$5.68M	Sell	76,158 -6,029	-7%	-$465K	1.38%	26
2022 Q3	$6.79M	Buy	82,187 +3,467	+4%	+$334K	1.79%	16
2022 Q2	$7.49M	Buy	78,720 +3,325	+4%	+$344K	1.89%	17
2022 Q1	$8.88M	Buy	75,395 +3,119	+4%	+$350K	1.94%	14
2021 Q4	$9.36M	Buy	72,276 +784	+1%	+$91.4K	2.12%	11
2021 Q3	$8.09M	Buy	71,492 +1,829	+3%	+$209K	2.05%	11
2021 Q2	$7.21M	Buy	69,663 +1,271	+2%	+$120K	1.87%	13
2021 Q1	$5.72M	Buy	68,392 +6,416	+10%	+$542K	1.63%	18
2020 Q4	$5.65M	Buy	+61,976	New	+$5.14M	1.87%	13