Evercore Wealth Management’s CDW CDW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $89.6M | Sell |
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|
2025
Q1 | $81.7M | Sell |
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|
2024
Q4 | $91.2M | Sell |
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|
2024
Q3 | $121M | Sell |
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|
2024
Q2 | $121M | Sell |
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|
2024
Q1 | $138M | Buy |
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|
2023
Q4 | $122M | Buy |
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|
2023
Q3 | $108M | Sell |
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|
2023
Q2 | $98.5M | Buy |
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|
2023
Q1 | $105M | Sell |
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|
2022
Q4 | $97.6M | Buy |
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|
2022
Q3 | $84.4M | Buy |
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|
2022
Q2 | $84M | Buy |
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|
2022
Q1 | $94.7M | Buy |
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|
2021
Q4 | $105M | Buy |
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|
2021
Q3 | $92.5M | Sell |
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|
2021
Q2 | $89.3M | Buy |
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|
2021
Q1 | $83.5M | Buy |
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|
2020
Q4 | $64.3M | Buy |
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|
2020
Q3 | $56.2M | Buy |
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|
2020
Q2 | $45.9M | Buy |
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|
2020
Q1 | $28.7M | Buy |
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|
2019
Q4 | $1.2M | Sell |
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|
2019
Q3 | $1.04M | Hold |
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|
2019
Q2 | $941K | Sell |
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|
2019
Q1 | $894K | Buy |
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|
2018
Q4 | $738K | Hold |
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|
2018
Q3 | $810K | Buy |
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|
2018
Q2 | $539K | Buy |
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|
2018
Q1 | $464K | Sell |
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|
2017
Q4 | $474K | Hold |
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|
2017
Q3 | $450K | Hold |
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|
2017
Q2 | $426K | Buy |
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|
2017
Q1 | $381K | Hold |
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|
2016
Q4 | $344K | Hold |
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|
2016
Q3 | $302K | Hold |
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|
2016
Q2 | $264K | Sell |
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|
2016
Q1 | $342K | Sell |
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|
2015
Q4 | $360K | Hold |
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|
2015
Q3 | $350K | Hold |
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|
2015
Q2 | $294K | Buy |
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|
2015
Q1 | $134K | Buy |
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|
2014
Q4 | $34K | Buy |
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