EWM
Evercore Wealth Management’s Cisco CSCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.2M | Sell |
175,887
-13,783
| -7% | -$956K | 0.19% | 62 |
|
|
2025
Q1 | $11.7M | Sell |
189,670
-17,085
| -8% | -$1.05M | 0.19% | 61 |
|
|
2024
Q4 | $12.2M | Sell |
206,755
-3,296
| -2% | -$195K | 0.18% | 59 |
|
|
2024
Q3 | $11.2M | Sell |
210,051
-17,408
| -8% | -$926K | 0.17% | 62 |
|
|
2024
Q2 | $10.8M | Sell |
227,459
-11,090
| -5% | -$527K | 0.17% | 62 |
|
|
2024
Q1 | $11.9M | Sell |
238,549
-13,180
| -5% | -$658K | 0.19% | 59 |
|
|
2023
Q4 | $12.7M | Sell |
251,729
-4,198
| -2% | -$212K | 0.21% | 58 |
|
|
2023
Q3 | $13.8M | Sell |
255,927
-5,519
| -2% | -$297K | 0.26% | 56 |
|
|
2023
Q2 | $13.5M | Sell |
261,446
-5,627
| -2% | -$291K | 0.25% | 56 |
|
|
2023
Q1 | $14M | Buy |
267,073
+375
| +0.1% | +$19.6K | 0.28% | 57 |
|
|
2022
Q4 | $12.7M | Sell |
266,698
-19,075
| -7% | -$909K | 0.27% | 59 |
|
|
2022
Q3 | $11.4M | Sell |
285,773
-10,244
| -3% | -$410K | 0.26% | 59 |
|
|
2022
Q2 | $12.6M | Sell |
296,017
-59,404
| -17% | -$2.53M | 0.27% | 59 |
|
|
2022
Q1 | $19.8M | Sell |
355,421
-4,336
| -1% | -$242K | 0.35% | 49 |
|
|
2021
Q4 | $22.8M | Buy |
359,757
+4,545
| +1% | +$288K | 0.37% | 49 |
|
|
2021
Q3 | $19.3M | Sell |
355,212
-7,559
| -2% | -$411K | 0.35% | 51 |
|
|
2021
Q2 | $19.2M | Sell |
362,771
-4,550
| -1% | -$241K | 0.35% | 48 |
|
|
2021
Q1 | $19M | Sell |
367,321
-17,402
| -5% | -$900K | 0.38% | 47 |
|
|
2020
Q4 | $17.2M | Buy |
384,723
+8,809
| +2% | +$394K | 0.37% | 50 |
|
|
2020
Q3 | $14.8M | Sell |
375,914
-18,707
| -5% | -$737K | 0.36% | 51 |
|
|
2020
Q2 | $18.4M | Buy |
394,621
+9,343
| +2% | +$436K | 0.49% | 46 |
|
|
2020
Q1 | $15.1M | Sell |
385,278
-6,325
| -2% | -$249K | 0.5% | 46 |
|
|
2019
Q4 | $18.8M | Sell |
391,603
-2,775
| -0.7% | -$133K | 0.51% | 46 |
|
|
2019
Q3 | $19.5M | Buy |
394,378
+6,893
| +2% | +$341K | 0.57% | 45 |
|
|
2019
Q2 | $21.2M | Buy |
387,485
+17,890
| +5% | +$979K | 0.64% | 42 |
|
|
2019
Q1 | $20M | Buy |
369,595
+4,892
| +1% | +$264K | 0.64% | 42 |
|
|
2018
Q4 | $15.8M | Sell |
364,703
-2,092
| -0.6% | -$90.6K | 0.6% | 44 |
|
|
2018
Q3 | $17.8M | Sell |
366,795
-16,500
| -4% | -$803K | 0.57% | 47 |
|
|
2018
Q2 | $16.5M | Buy |
383,295
+42,189
| +12% | +$1.82M | 0.56% | 48 |
|
|
2018
Q1 | $14.6M | Sell |
341,106
-10,824
| -3% | -$464K | 0.56% | 49 |
|
|
2017
Q4 | $13.5M | Sell |
351,930
-5,968
| -2% | -$229K | 0.5% | 47 |
|
|
2017
Q3 | $12M | Sell |
357,898
-3,927
| -1% | -$132K | 0.47% | 50 |
|
|
2017
Q2 | $11.3M | Sell |
361,825
-8,150
| -2% | -$255K | 0.44% | 52 |
|
|
2017
Q1 | $12.5M | Buy |
369,975
+6,053
| +2% | +$205K | 0.49% | 49 |
|
|
2016
Q4 | $11M | Sell |
363,922
-9,137
| -2% | -$276K | 0.46% | 52 |
|
|
2016
Q3 | $11.8M | Sell |
373,059
-336
| -0.1% | -$10.7K | 0.49% | 54 |
|
|
2016
Q2 | $10.7M | Sell |
373,395
-11,772
| -3% | -$338K | 0.47% | 55 |
|
|
2016
Q1 | $11M | Sell |
385,167
-12,896
| -3% | -$367K | 0.48% | 54 |
|
|
2015
Q4 | $10.8M | Buy |
398,063
+6,050
| +2% | +$164K | 0.5% | 57 |
|
|
2015
Q3 | $10.3M | Sell |
392,013
-26,129
| -6% | -$686K | 0.49% | 57 |
|
|
2015
Q2 | $11.5M | Sell |
418,142
-8,890
| -2% | -$244K | 0.52% | 55 |
|
|
2015
Q1 | $11.8M | Sell |
427,032
-30,798
| -7% | -$848K | 0.54% | 55 |
|
|
2014
Q4 | $12.7M | Sell |
457,830
-8,383
| -2% | -$233K | 0.63% | 51 |
|
|
2014
Q3 | $11.7M | Buy |
466,213
+6,537
| +1% | +$165K | 0.59% | 53 |
|
|
2014
Q2 | $11.4M | Sell |
459,676
-29,016
| -6% | -$721K | 0.59% | 53 |
|
|
2014
Q1 | $11M | Sell |
488,692
-76,790
| -14% | -$1.72M | 0.61% | 54 |
|
|
2013
Q4 | $12.7M | Sell |
565,482
-28,640
| -5% | -$642K | 0.7% | 51 |
|
|
2013
Q3 | $13.9M | Sell |
594,122
-56,170
| -9% | -$1.32M | 0.8% | 41 |
|
|
2013
Q2 | $15.8M | Buy |
+650,292
| New | +$15.8M | 0.9% | 33 |
|