Winthrop Advisory 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
2026 Q1	$260K	Buy	3,245 +7	+0.2%	+$577	0.02%	161
2025 Q4	$276K	Sell	3,238 -563	-15%	-$46.2K	0.02%	151
2025 Q3	$296K	Hold	3,801	–	–	0.03%	141
2025 Q2	$297K	Hold	3,801	–	–	0.03%	137
2025 Q1	$275K	Hold	3,801	–	–	0.03%	121
2024 Q4	$281K	Hold	3,801	–	–	0.03%	125
2024 Q3	$251K	Hold	3,801	–	–	0.03%	123
2024 Q2	$351K	Buy	3,801 +600	+19%	+$53.1K	0.05%	105
2024 Q1	$306K	Sell	3,201 -40	-1%	-$3.36K	0.04%	113
2023 Q4	$247K	Sell	3,241 -185	-5%	-$12.9K	0.04%	119
2023 Q3	$237K	Sell	3,426 -161	-4%	-$12.9K	0.04%	111
2023 Q2	$338K	Buy	3,587 +372	+12%	+$32.3K	0.05%	95
2023 Q1	$266K	Buy	3,215 +14	+0.4%	+$1.1K	0.05%	102
2022 Q4	$239K	Hold	3,201	–	–	0.05%	109
2022 Q3	$264K	Hold	3,201	–	–	0.06%	92
2022 Q2	$304K	Sell	3,201 -253	-7%	-$26.2K	0.07%	87
2022 Q1	$407K	Sell	3,454 -20	-0.6%	-$2.24K	0.08%	82
2021 Q4	$450K	Buy	3,474 +173	+5%	+$20.2K	0.09%	74
2021 Q3	$374K	Sell	3,301 -355	-10%	-$40.5K	0.08%	85
2021 Q2	$379K	Sell	3,656 -639	-15%	-$60.2K	0.09%	82
2021 Q1	$359K	Buy	4,295 +325	+8%	+$27.5K	0.09%	82
2020 Q4	$362K	Buy	3,970 +535	+16%	+$44.4K	0.09%	81
2020 Q3	$275K	Hold	3,435	–	–	0.08%	90
2020 Q2	$237K	Hold	3,435	–	–	0.08%	81
2020 Q1	$216K	Hold	3,435	–	–	0.09%	76
2019 Q4	$267K	Buy	+3,435	New	+$268K	0.1%	87
2019 Q2	–	Sell	-6,051	Closed	-$388K	–	91
2019 Q1	$388K	Hold	6,051	–	–	0.17%	56
2018 Q4	$309K	Buy	6,051 +366	+6%	+$18.5K	0.16%	54
2018 Q3	$330K	Buy	+5,685	New	+$278K	0.19%	58