EWM
Evercore Wealth Management’s CDW CDW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $89.6M | Sell |
501,474
-8,337
| -2% | -$1.49M | 1.39% | 25 |
|
|
2025
Q1 | $81.7M | Sell |
509,811
-14,255
| -3% | -$2.28M | 1.31% | 28 |
|
|
2024
Q4 | $91.2M | Sell |
524,066
-12,051
| -2% | -$2.1M | 1.37% | 25 |
|
|
2024
Q3 | $121M | Sell |
536,117
-4,298
| -0.8% | -$973K | 1.82% | 21 |
|
|
2024
Q2 | $121M | Sell |
540,415
-938
| -0.2% | -$210K | 1.9% | 16 |
|
|
2024
Q1 | $138M | Buy |
541,353
+3,844
| +0.7% | +$983K | 2.17% | 13 |
|
|
2023
Q4 | $122M | Buy |
537,509
+2,031
| +0.4% | +$462K | 2.05% | 15 |
|
|
2023
Q3 | $108M | Sell |
535,478
-1,394
| -0.3% | -$281K | 2.02% | 15 |
|
|
2023
Q2 | $98.5M | Buy |
536,872
+32
| +0% | +$5.87K | 1.81% | 18 |
|
|
2023
Q1 | $105M | Sell |
536,840
-9,623
| -2% | -$1.88M | 2.09% | 13 |
|
|
2022
Q4 | $97.6M | Buy |
546,463
+5,541
| +1% | +$990K | 2.05% | 16 |
|
|
2022
Q3 | $84.4M | Buy |
540,922
+7,604
| +1% | +$1.19M | 1.9% | 15 |
|
|
2022
Q2 | $84M | Buy |
533,318
+4,002
| +0.8% | +$631K | 1.77% | 18 |
|
|
2022
Q1 | $94.7M | Buy |
529,316
+16,891
| +3% | +$3.02M | 1.67% | 19 |
|
|
2021
Q4 | $105M | Buy |
512,425
+4,247
| +0.8% | +$870K | 1.71% | 19 |
|
|
2021
Q3 | $92.5M | Sell |
508,178
-3,371
| -0.7% | -$614K | 1.67% | 20 |
|
|
2021
Q2 | $89.3M | Buy |
511,549
+7,686
| +2% | +$1.34M | 1.64% | 23 |
|
|
2021
Q1 | $83.5M | Buy |
503,863
+16,127
| +3% | +$2.67M | 1.65% | 21 |
|
|
2020
Q4 | $64.3M | Buy |
487,736
+17,971
| +4% | +$2.37M | 1.39% | 30 |
|
|
2020
Q3 | $56.2M | Buy |
469,765
+74,609
| +19% | +$8.92M | 1.37% | 28 |
|
|
2020
Q2 | $45.9M | Buy |
395,156
+87,255
| +28% | +$10.1M | 1.23% | 30 |
|
|
2020
Q1 | $28.7M | Buy |
307,901
+299,498
| +3,564% | +$27.9M | 0.95% | 35 |
|
|
2019
Q4 | $1.2M | Sell |
8,403
-76
| -0.9% | -$10.9K | 0.03% | 193 |
|
|
2019
Q3 | $1.05M | Hold |
8,479
| – | – | 0.03% | 194 |
|
|
2019
Q2 | $941K | Sell |
8,479
-800
| -9% | -$88.8K | 0.03% | 210 |
|
|
2019
Q1 | $894K | Buy |
9,279
+168
| +2% | +$16.2K | 0.03% | 211 |
|
|
2018
Q4 | $738K | Hold |
9,111
| – | – | 0.03% | 212 |
|
|
2018
Q3 | $810K | Buy |
9,111
+2,440
| +37% | +$217K | 0.03% | 227 |
|
|
2018
Q2 | $539K | Buy |
6,671
+76
| +1% | +$6.14K | 0.02% | 262 |
|
|
2018
Q1 | $464K | Sell |
6,595
-225
| -3% | -$15.8K | 0.02% | 252 |
|
|
2017
Q4 | $474K | Hold |
6,820
| – | – | 0.02% | 262 |
|
|
2017
Q3 | $450K | Hold |
6,820
| – | – | 0.02% | 268 |
|
|
2017
Q2 | $426K | Buy |
6,820
+225
| +3% | +$14.1K | 0.02% | 273 |
|
|
2017
Q1 | $381K | Hold |
6,595
| – | – | 0.01% | 290 |
|
|
2016
Q4 | $344K | Hold |
6,595
| – | – | 0.01% | 290 |
|
|
2016
Q3 | $302K | Hold |
6,595
| – | – | 0.01% | 307 |
|
|
2016
Q2 | $264K | Sell |
6,595
-1,645
| -20% | -$65.9K | 0.01% | 319 |
|
|
2016
Q1 | $342K | Sell |
8,240
-325
| -4% | -$13.5K | 0.02% | 290 |
|
|
2015
Q4 | $360K | Hold |
8,565
| – | – | 0.02% | 292 |
|
|
2015
Q3 | $350K | Hold |
8,565
| – | – | 0.02% | 307 |
|
|
2015
Q2 | $294K | Buy |
8,565
+4,975
| +139% | +$171K | 0.01% | 358 |
|
|
2015
Q1 | $134K | Buy |
3,590
+2,620
| +270% | +$97.8K | 0.01% | 479 |
|
|
2014
Q4 | $34K | Buy |
+970
| New | +$34K | ﹤0.01% | 593 |
|