EWM
Evercore Wealth Management’s Dell DELL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $706K | Sell |
5,755
-10,246
| -64% | -$1.26M | 0.01% | 246 |
|
|
2025
Q1 | $1.46M | Hold |
16,001
| – | – | 0.02% | 184 |
|
|
2024
Q4 | $1.84M | Hold |
16,001
| – | – | 0.03% | 163 |
|
|
2024
Q3 | $1.9M | Buy |
16,001
+208
| +1% | +$24.7K | 0.03% | 165 |
|
|
2024
Q2 | $2.18M | Sell |
15,793
-1,830
| -10% | -$252K | 0.03% | 152 |
|
|
2024
Q1 | $2.01M | Hold |
17,623
| – | – | 0.03% | 161 |
|
|
2023
Q4 | $1.35M | Sell |
17,623
-63
| -0.4% | -$4.82K | 0.02% | 195 |
|
|
2023
Q3 | $1.22M | Sell |
17,686
-89
| -0.5% | -$6.13K | 0.02% | 196 |
|
|
2023
Q2 | $962K | Buy |
17,775
+2,201
| +14% | +$119K | 0.02% | 219 |
|
|
2023
Q1 | $626K | Buy |
15,574
+91
| +0.6% | +$3.66K | 0.01% | 253 |
|
|
2022
Q4 | $623K | Buy |
+15,483
| New | +$623K | 0.01% | 254 |
|
|
2018
Q4 | – | Sell |
-4,691
| Closed | -$456K | – | 377 |
|
|
2018
Q3 | $456K | Buy |
4,691
+2,233
| +91% | +$217K | 0.01% | 285 |
|
|
2018
Q2 | $208K | Buy |
+2,458
| New | +$208K | 0.01% | 388 |
|
|
2018
Q1 | – | Sell |
-636
| Closed | -$52K | – | 448 |
|
|
2017
Q4 | $52K | Hold |
636
| – | – | ﹤0.01% | 574 |
|
|
2017
Q3 | $49K | Sell |
636
-33
| -5% | -$2.54K | ﹤0.01% | 575 |
|
|
2017
Q2 | $41K | Sell |
669
-843
| -56% | -$51.7K | ﹤0.01% | 603 |
|
|
2017
Q1 | $97K | Sell |
1,512
-944
| -38% | -$60.6K | ﹤0.01% | 488 |
|
|
2016
Q4 | $135K | Sell |
2,456
-577
| -19% | -$31.7K | 0.01% | 440 |
|
|
2016
Q3 | $145K | Buy |
+3,033
| New | +$145K | 0.01% | 429 |
|