Oak Harbor Wealth Partners’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	-3,276	Closed	-$237K	–	252
2025 Q1	$237K	Sell	3,276 -4,302	-57%	-$308K	0.07%	183
2024 Q4	$561K	Sell	7,578 -47	-0.6%	-$3.29K	0.16%	111
2024 Q3	$503K	Buy	7,625 +111	+1%	+$8.06K	0.15%	118
2024 Q2	$694K	Buy	7,514 +341	+5%	+$30.2K	0.22%	94
2024 Q1	$685K	Buy	7,173 +374	+6%	+$31.4K	0.21%	101
2023 Q4	$518K	Sell	6,799 -129	-2%	-$8.98K	0.17%	107
2023 Q3	$480K	Buy	6,928 +887	+15%	+$71.3K	0.17%	110
2023 Q2	$570K	Sell	6,041 -176	-3%	-$15.3K	0.2%	104
2023 Q1	$514K	Buy	6,217 +2,711	+77%	+$213K	0.19%	107
2022 Q4	$262K	Sell	3,506 -1,411	-29%	-$109K	0.1%	136
2022 Q3	$406K	Buy	4,917 +368	+8%	+$35.4K	0.16%	108
2022 Q2	$433K	Buy	4,549 +1,376	+43%	+$142K	0.17%	101
2022 Q1	$374K	Buy	3,173 +437	+16%	+$49K	0.12%	119
2021 Q4	$354K	Buy	+2,736	New	+$319K	0.12%	119