EWM
Evercore Wealth Management’s Analog Devices ADI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.26M | Sell |
5,297
-475
| -8% | -$113K | 0.02% | 192 |
|
|
2025
Q1 | $1.16M | Hold |
5,772
| – | – | 0.02% | 204 |
|
|
2024
Q4 | $1.23M | Hold |
5,772
| – | – | 0.02% | 202 |
|
|
2024
Q3 | $1.33M | Hold |
5,772
| – | – | 0.02% | 196 |
|
|
2024
Q2 | $1.32M | Sell |
5,772
-378
| -6% | -$86.3K | 0.02% | 196 |
|
|
2024
Q1 | $1.22M | Sell |
6,150
-486
| -7% | -$96.1K | 0.02% | 201 |
|
|
2023
Q4 | $1.32M | Buy |
6,636
+1
| +0% | +$199 | 0.02% | 196 |
|
|
2023
Q3 | $1.16M | Sell |
6,635
-65
| -1% | -$11.4K | 0.02% | 203 |
|
|
2023
Q2 | $1.31M | Buy |
6,700
+897
| +15% | +$175K | 0.02% | 188 |
|
|
2023
Q1 | $1.14M | Sell |
5,803
-40
| -0.7% | -$7.89K | 0.02% | 203 |
|
|
2022
Q4 | $958K | Sell |
5,843
-697
| -11% | -$114K | 0.02% | 215 |
|
|
2022
Q3 | $911K | Sell |
6,540
-25
| -0.4% | -$3.48K | 0.02% | 211 |
|
|
2022
Q2 | $959K | Sell |
6,565
-300
| -4% | -$43.8K | 0.02% | 213 |
|
|
2022
Q1 | $1.13M | Sell |
6,865
-915
| -12% | -$151K | 0.02% | 210 |
|
|
2021
Q4 | $1.37M | Sell |
7,780
-80
| -1% | -$14.1K | 0.02% | 197 |
|
|
2021
Q3 | $1.32M | Sell |
7,860
-1
| -0% | -$167 | 0.02% | 196 |
|
|
2021
Q2 | $1.35M | Sell |
7,861
-7
| -0.1% | -$1.21K | 0.02% | 198 |
|
|
2021
Q1 | $1.22M | Sell |
7,868
-441
| -5% | -$68.4K | 0.02% | 205 |
|
|
2020
Q4 | $1.23M | Buy |
8,309
+4,184
| +101% | +$618K | 0.03% | 189 |
|
|
2020
Q3 | $481K | Buy |
4,125
+1,036
| +34% | +$121K | 0.01% | 267 |
|
|
2020
Q2 | $379K | Sell |
3,089
-2,177
| -41% | -$267K | 0.01% | 288 |
|
|
2020
Q1 | $472K | Hold |
5,266
| – | – | 0.02% | 249 |
|
|
2019
Q4 | $626K | Sell |
5,266
-129
| -2% | -$15.3K | 0.02% | 252 |
|
|
2019
Q3 | $603K | Sell |
5,395
-123
| -2% | -$13.7K | 0.02% | 255 |
|
|
2019
Q2 | $623K | Sell |
5,518
-167
| -3% | -$18.9K | 0.02% | 255 |
|
|
2019
Q1 | $598K | Buy |
5,685
+1,648
| +41% | +$173K | 0.02% | 250 |
|
|
2018
Q4 | $346K | Buy |
4,037
+22
| +0.5% | +$1.89K | 0.01% | 285 |
|
|
2018
Q3 | $371K | Sell |
4,015
-2,725
| -40% | -$252K | 0.01% | 312 |
|
|
2018
Q2 | $647K | Sell |
6,740
-705
| -9% | -$67.7K | 0.02% | 246 |
|
|
2018
Q1 | $679K | Sell |
7,445
-260
| -3% | -$23.7K | 0.03% | 214 |
|
|
2017
Q4 | $686K | Sell |
7,705
-415
| -5% | -$36.9K | 0.03% | 222 |
|
|
2017
Q3 | $700K | Buy |
8,120
+238
| +3% | +$20.5K | 0.03% | 213 |
|
|
2017
Q2 | $613K | Buy |
7,882
+352
| +5% | +$27.4K | 0.02% | 229 |
|
|
2017
Q1 | $617K | Buy |
7,530
+5,727
| +318% | +$469K | 0.02% | 237 |
|
|
2016
Q4 | $131K | Buy |
1,803
+30
| +2% | +$2.18K | 0.01% | 444 |
|
|
2016
Q3 | $114K | Hold |
1,773
| – | – | ﹤0.01% | 461 |
|
|
2016
Q2 | $100K | Buy |
1,773
+123
| +7% | +$6.94K | ﹤0.01% | 460 |
|
|
2016
Q1 | $98K | Sell |
1,650
-1,609
| -49% | -$95.6K | ﹤0.01% | 460 |
|
|
2015
Q4 | $180K | Hold |
3,259
| – | – | 0.01% | 387 |
|
|
2015
Q3 | $183K | Hold |
3,259
| – | – | 0.01% | 393 |
|
|
2015
Q2 | $210K | Hold |
3,259
| – | – | 0.01% | 410 |
|
|
2015
Q1 | $206K | Hold |
3,259
| – | – | 0.01% | 410 |
|
|
2014
Q4 | $182K | Sell |
3,259
-250
| -7% | -$14K | 0.01% | 375 |
|
|
2014
Q3 | $173K | Sell |
3,509
-296
| -8% | -$14.6K | 0.01% | 421 |
|
|
2014
Q2 | $206K | Hold |
3,805
| – | – | 0.01% | 383 |
|
|
2014
Q1 | $203K | Buy |
3,805
+650
| +21% | +$34.7K | 0.01% | 373 |
|
|
2013
Q4 | $161K | Sell |
3,155
-13,981
| -82% | -$713K | 0.01% | 387 |
|
|
2013
Q3 | $807K | Buy |
17,136
+151
| +0.9% | +$7.11K | 0.05% | 230 |
|
|
2013
Q2 | $765K | Buy |
+16,985
| New | +$765K | 0.04% | 232 |
|