EWM
ATHN
Evercore Wealth Management’s Athenahealth, Inc. ATHN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-1,750
| Closed | -$231K | – | 416 |
|
|
2018
Q4 | $231K | Sell |
1,750
-2,800
| -62% | -$370K | 0.01% | 343 |
|
|
2018
Q3 | $608K | Hold |
4,550
| – | – | 0.02% | 255 |
|
|
2018
Q2 | $724K | Sell |
4,550
-1,750
| -28% | -$278K | 0.02% | 230 |
|
|
2018
Q1 | $901K | Sell |
6,300
-36
| -0.6% | -$5.15K | 0.03% | 194 |
|
|
2017
Q4 | $843K | Sell |
6,336
-28
| -0.4% | -$3.73K | 0.03% | 204 |
|
|
2017
Q3 | $791K | Sell |
6,364
-730
| -10% | -$90.7K | 0.03% | 199 |
|
|
2017
Q2 | $997K | Buy |
7,094
+94
| +1% | +$13.2K | 0.04% | 177 |
|
|
2017
Q1 | $789K | Hold |
7,000
| – | – | 0.03% | 205 |
|
|
2016
Q4 | $736K | Hold |
7,000
| – | – | 0.03% | 210 |
|
|
2016
Q3 | $883K | Hold |
7,000
| – | – | 0.04% | 191 |
|
|
2016
Q2 | $966K | Hold |
7,000
| – | – | 0.04% | 173 |
|
|
2016
Q1 | $971K | Hold |
7,000
| – | – | 0.04% | 174 |
|
|
2015
Q4 | $1.13M | Hold |
7,000
| – | – | 0.05% | 173 |
|
|
2015
Q3 | $933K | Hold |
7,000
| – | – | 0.04% | 186 |
|
|
2015
Q2 | $802K | Hold |
7,000
| – | – | 0.04% | 222 |
|
|
2015
Q1 | $836K | Sell |
7,000
-529
| -7% | -$63.2K | 0.04% | 207 |
|
|
2014
Q4 | $1.1M | Buy |
7,529
+529
| +8% | +$77.1K | 0.05% | 163 |
|
|
2014
Q3 | $922K | Sell |
7,000
-37
| -0.5% | -$4.87K | 0.05% | 188 |
|
|
2014
Q2 | $881K | Buy |
7,037
+37
| +0.5% | +$4.63K | 0.05% | 200 |
|
|
2014
Q1 | $1.12M | Sell |
7,000
-500
| -7% | -$80.1K | 0.06% | 172 |
|
|
2013
Q4 | $1.01M | Hold |
7,500
| – | – | 0.06% | 191 |
|
|
2013
Q3 | $815K | Sell |
7,500
-500
| -6% | -$54.3K | 0.05% | 228 |
|
|
2013
Q2 | $678K | Buy |
+8,000
| New | +$678K | 0.04% | 246 |
|