EWM
CERN
Evercore Wealth Management’s Cerner Corp CERN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-5,354
| Closed | -$500K | – | 438 |
|
|
2022
Q1 | $500K | Buy |
5,354
+31
| +0.6% | +$2.9K | 0.01% | 281 |
|
|
2021
Q4 | $494K | Hold |
5,323
| – | – | 0.01% | 284 |
|
|
2021
Q3 | $375K | Hold |
5,323
| – | – | 0.01% | 323 |
|
|
2021
Q2 | $416K | Sell |
5,323
-77
| -1% | -$6.02K | 0.01% | 312 |
|
|
2021
Q1 | $388K | Sell |
5,400
-38
| -0.7% | -$2.73K | 0.01% | 329 |
|
|
2020
Q4 | $427K | Buy |
5,438
+18
| +0.3% | +$1.41K | 0.01% | 308 |
|
|
2020
Q3 | $392K | Sell |
5,420
-10
| -0.2% | -$723 | 0.01% | 290 |
|
|
2020
Q2 | $372K | Buy |
5,430
+224
| +4% | +$15.3K | 0.01% | 289 |
|
|
2020
Q1 | $328K | Sell |
5,206
-64
| -1% | -$4.03K | 0.01% | 284 |
|
|
2019
Q4 | $387K | Sell |
5,270
-16
| -0.3% | -$1.18K | 0.01% | 313 |
|
|
2019
Q3 | $361K | Hold |
5,286
| – | – | 0.01% | 306 |
|
|
2019
Q2 | $388K | Hold |
5,286
| – | – | 0.01% | 309 |
|
|
2019
Q1 | $303K | Sell |
5,286
-37
| -0.7% | -$2.12K | 0.01% | 330 |
|
|
2018
Q4 | $279K | Buy |
5,323
+83
| +2% | +$4.35K | 0.01% | 321 |
|
|
2018
Q3 | $338K | Hold |
5,240
| – | – | 0.01% | 327 |
|
|
2018
Q2 | $313K | Buy |
+5,240
| New | +$313K | 0.01% | 324 |
|
|
2018
Q1 | – | Sell |
-2,393
| Closed | -$161K | – | 849 |
|
|
2017
Q4 | $161K | Sell |
2,393
-187
| -7% | -$12.6K | 0.01% | 396 |
|
|
2017
Q3 | $184K | Hold |
2,580
| – | – | 0.01% | 376 |
|
|
2017
Q2 | $171K | Sell |
2,580
-181
| -7% | -$12K | 0.01% | 382 |
|
|
2017
Q1 | $162K | Sell |
2,761
-726
| -21% | -$42.6K | 0.01% | 401 |
|
|
2016
Q4 | $166K | Buy |
3,487
+26
| +0.8% | +$1.24K | 0.01% | 411 |
|
|
2016
Q3 | $213K | Sell |
3,461
-335
| -9% | -$20.6K | 0.01% | 361 |
|
|
2016
Q2 | $222K | Sell |
3,796
-704
| -16% | -$41.2K | 0.01% | 344 |
|
|
2016
Q1 | $239K | Buy |
4,500
+285
| +7% | +$15.1K | 0.01% | 326 |
|
|
2015
Q4 | $254K | Buy |
4,215
+1,215
| +41% | +$73.2K | 0.01% | 335 |
|
|
2015
Q3 | $180K | Hold |
3,000
| – | – | 0.01% | 400 |
|
|
2015
Q2 | $207K | Hold |
3,000
| – | – | 0.01% | 414 |
|
|
2015
Q1 | $220K | Hold |
3,000
| – | – | 0.01% | 403 |
|
|
2014
Q4 | $194K | Hold |
3,000
| – | – | 0.01% | 364 |
|
|
2014
Q3 | $179K | Hold |
3,000
| – | – | 0.01% | 416 |
|
|
2014
Q2 | $155K | Hold |
3,000
| – | – | 0.01% | 435 |
|
|
2014
Q1 | $169K | Buy |
+3,000
| New | +$169K | 0.01% | 401 |
|