Global Financial Private Client’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	–	Sell	-36	Closed	-$2.61K	–	666
2025 Q1	$2.61K	Buy	36 +21	+140%	+$1.5K	﹤0.01%	805
2024 Q4	$1.11K	Buy	15 +9	+150%	+$630	﹤0.01%	768
2024 Q3	$396	Hold	6	–	–	﹤0.01%	789
2024 Q2	$554	Hold	6	–	–	﹤0.01%	652
2024 Q1	$566	Hold	6	–	–	﹤0.01%	669
2023 Q4	$458	Hold	6	–	–	﹤0.01%	663
2023 Q3	$415	Sell	6 -932	-99%	-$74.9K	﹤0.01%	656
2023 Q2	$85.8K	Buy	938 +932	+15,533%	+$81K	0.04%	239
2023 Q1	$493	Hold	6	–	–	﹤0.01%	654
2022 Q4	$448	Hold	6	–	–	﹤0.01%	648
2022 Q3	$513	Hold	6	–	–	﹤0.01%	616
2022 Q2	$584	Hold	6	–	–	﹤0.01%	603
2022 Q1	$738	Hold	6	–	–	﹤0.01%	603
2021 Q4	$777	Hold	6	–	–	﹤0.01%	598
2021 Q3	$674	Hold	6	–	–	﹤0.01%	557
2021 Q2	$629	Hold	6	–	–	﹤0.01%	568
2021 Q1	$503	Hold	6	–	–	﹤0.01%	551
2020 Q4	$547	Buy	+6	New	+$498	﹤0.01%	528