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GeoWealth Management’s Edwards Lifesciences EW Stock Holding History

GeoWealth Management’s Portfolio EW Stock Details EW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$120K Buy
1,536
+97
+7% +$7.59K ﹤0.01% 774
2025
Q1 		$104K Sell
1,439
-458
-24% -$33.2K ﹤0.01% 776
2024
Q4 		$140K Buy
1,897
+751
+66% +$55.6K ﹤0.01% 878
2024
Q3 		$75.6K Buy
+1,146
New +$75.6K ﹤0.01% 957