Waldron Private Wealth’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	-2,946	Closed	-$272K	–	495
2024 Q2	$272K	Sell	2,946 -440	-13%	-$39K	0.01%	332
2024 Q1	$324K	Sell	3,386 -87	-3%	-$7.31K	0.01%	299
2023 Q4	$265K	Sell	3,473 -751	-18%	-$52.3K	0.01%	335
2023 Q3	$293K	Buy	4,224 +80	+2%	+$6.43K	0.02%	294
2023 Q2	$391K	Sell	4,144 -257	-6%	-$22.3K	0.02%	259
2023 Q1	$364K	Buy	4,401 +231	+6%	+$18.2K	0.02%	299
2022 Q4	$344K	Hold	4,170	–	–	0.02%	286
2022 Q3	$344K	Buy	4,170 +411	+11%	+$39.5K	0.02%	286
2022 Q2	$357K	Sell	3,759 -212	-5%	-$21.9K	0.02%	280
2022 Q1	$467K	Buy	3,971 +301	+8%	+$33.8K	0.02%	260
2021 Q4	$475K	Buy	3,670 +17	+0.5%	+$1.98K	0.02%	254
2021 Q3	$413K	Buy	3,653 +893	+32%	+$102K	0.02%	243
2021 Q2	$285K	Sell	2,760 -2	-0.1%	-$189	0.02%	282
2021 Q1	$231K	Sell	2,762 -435	-14%	-$36.8K	0.02%	276
2020 Q4	$291K	Buy	3,197 +416	+15%	+$34.5K	0.02%	232
2020 Q3	$221K	Buy	+2,781	New	+$217K	0.02%	244
2020 Q1	–	Sell	-2,817	Closed	-$219K	–	262
2019 Q4	$219K	Buy	+2,817	New	+$220K	0.02%	247