MBM Wealth Consultants’s Edwards Lifesciences EW Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$6.25K	Buy	+78	New	+$6.43K	﹤0.01%	258
2023 Q2	–	Sell	-666	Closed	-$48K	–	164
2023 Q1	$48K	Hold	666	–	–	0.02%	158
2022 Q4	$49K	Sell	666 -5,650	-89%	-$435K	0.02%	162
2022 Q3	$540K	Buy	6,316 +442	+8%	+$42.5K	0.26%	45
2022 Q2	$559K	Buy	5,874 +369	+7%	+$38.2K	0.27%	43
2022 Q1	$648K	Buy	5,505 +613	+13%	+$68.8K	0.27%	49
2021 Q4	$634K	Buy	4,892 +389	+9%	+$45.4K	0.26%	53
2021 Q3	$510K	Sell	4,503 -31	-0.7%	-$3.54K	0.23%	56
2021 Q2	$469K	Buy	4,534 +56	+1%	+$5.28K	0.22%	58
2021 Q1	$374K	Buy	4,478 +434	+11%	+$36.7K	0.19%	75
2020 Q4	$369K	Sell	4,044 -392	-9%	-$32.5K	0.2%	67
2020 Q3	$354K	Sell	4,436 -169	-4%	-$13.2K	0.23%	56
2020 Q2	$318K	Sell	4,605 -1,158	-20%	-$82.3K	0.22%	59
2020 Q1	$362K	Buy	5,763 +30	+0.5%	+$2.16K	0.3%	55
2019 Q4	$446K	Sell	5,733 -939	-14%	-$73.3K	0.33%	61
2019 Q3	$489K	Buy	6,672 +117	+2%	+$8.22K	0.38%	57
2019 Q2	$404K	Sell	6,555 -3	-0%	-$181	0.34%	66
2019 Q1	$418K	Buy	6,558 +150	+2%	+$8.56K	0.37%	60
2018 Q4	$327K	Buy	+6,408	New	+$324K	0.32%	68