Wealth Architects’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	$225K	Sell	2,804 -31	-1%	-$2.56K	0.02%	219
2025 Q4	$242K	Hold	2,835	–	–	0.02%	204
2025 Q3	$220K	Buy	2,835 +6	+0.2%	+$469	0.02%	212
2025 Q2	$221K	Sell	2,829 -5	-0.2%	-$373	0.02%	206
2025 Q1	$205K	Sell	2,834 -40	-1%	-$2.86K	0.02%	221
2024 Q4	$213K	Buy	+2,874	New	+$201K	0.02%	201
2024 Q3	–	Sell	-2,966	Closed	-$274K	–	215
2024 Q2	$274K	Buy	2,966 +9	+0.3%	+$797	0.03%	172
2024 Q1	$283K	Buy	2,957 +7	+0.2%	+$588	0.04%	164
2023 Q4	$225K	Buy	+2,950	New	+$205K	0.03%	178
2023 Q3	–	Sell	-3,071	Closed	-$290K	–	192
2023 Q2	$290K	Sell	3,071 -71	-2%	-$6.17K	0.05%	147
2023 Q1	$260K	Buy	3,142 +57	+2%	+$4.48K	0.05%	151
2022 Q4	$230K	Buy	3,085 +27	+0.9%	+$2.08K	0.04%	155
2022 Q3	$253K	Sell	3,058 -42	-1%	-$4.04K	0.05%	143
2022 Q2	$295K	Sell	3,100 -88	-3%	-$9.11K	0.06%	140
2022 Q1	$375K	Buy	3,188 +40	+1%	+$4.49K	0.06%	134
2021 Q4	$408K	Sell	3,148 -386	-11%	-$45K	0.07%	130
2021 Q3	$400K	Buy	3,534 +2	+0.1%	+$228	0.08%	118
2021 Q2	$366K	Buy	3,532 +236	+7%	+$22.2K	0.07%	119
2021 Q1	$276K	Buy	3,296 +94	+3%	+$7.95K	0.06%	125
2020 Q4	$292K	Buy	3,202 +10	+0.3%	+$829	0.07%	118
2020 Q3	$255K	Sell	3,192 -1	-0%	-$78	0.07%	119
2020 Q2	$221K	Sell	3,193 -14	-0.4%	-$995	0.06%	122
2020 Q1	$202K	Sell	3,207 -24	-0.7%	-$1.73K	0.07%	118
2019 Q4	$251K	Buy	3,231 +9	+0.3%	+$703	0.07%	111
2019 Q3	$236K	Buy	+3,222	New	+$226K	0.07%	113
2019 Q2	–	Sell	-3,231	Closed	-$206K	–	133
2019 Q1	$206K	Buy	+3,231	New	+$184K	0.06%	126