Heritage Trust’s Edwards Lifesciences EW Stock Holding History

Heritage Trust’s Portfolio EW Stock Details EW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$216K	Hold
2025 Q2	$217K	Hold
2025 Q1	$201K	Hold
2024 Q4	$205K	Buy
2024 Q2	$256K	Hold
2024 Q1	$265K	Hold
2023 Q4	$212K	Buy
2023 Q3	–	Sell
2023 Q2	$262K	Buy