Stonegate Investment Group’s Edwards Lifesciences EW Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-14,714	Closed	-$1.36M	–	418
2024 Q2	$1.36M	Sell	14,714 -50	-0.3%	-$4.43K	0.04%	144
2024 Q1	$1.41M	Buy	14,764 +1,920	+15%	+$161K	0.04%	136
2023 Q4	$979K	Sell	12,844 -54	-0.4%	-$3.76K	0.03%	159
2023 Q3	$894K	Sell	12,898 -220	-2%	-$17.7K	0.03%	160
2023 Q2	$1.24M	Hold	13,118	–	–	0.04%	146
2023 Q1	$1.09M	Buy	13,118 +2,392	+22%	+$188K	0.04%	152
2022 Q4	$800K	Sell	10,726 -56	-0.5%	-$4.32K	0.03%	162
2022 Q3	$891K	Sell	10,782 -3,203	-23%	-$308K	0.04%	138
2022 Q2	$1.33M	Sell	13,985 -3,955	-22%	-$409K	0.06%	128
2022 Q1	$2.11M	Buy	17,940 +452	+3%	+$50.7K	0.07%	94
2021 Q4	$2.27M	Buy	+17,488	New	+$2.04M	0.1%	97