Montis Financial’s Edwards Lifesciences EW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$381K Hold
4,866
0.11% 99
2025
Q1
$353K Hold
4,866
0.1% 107
2024
Q4
$360K Sell
4,866
-102
-2% -$7.55K 0.11% 105
2024
Q3
$328K Buy
+4,968
New +$328K 0.12% 89