Geller Advisors’s Edwards Lifesciences EW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
$225K Sell
2024
Q3
$234K Buy
2024
Q2
$306K Buy
2024
Q1
$305K Sell
2023
Q4
$247K Buy
2023
Q3
$200K Sell
2023
Q2
$533K Buy
2023
Q1
$206K Buy
2022
Q2
Sell
2022
Q1
$231K Buy
2021
Q4
$239K Buy
2021
Q3
$209K Sell
2021
Q2
$203K Buy
2019
Q4
Sell
2019
Q3
$231K Buy