EWM
Evercore Wealth Management’s Henry Schein HSIC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $252K | Hold |
3,449
| – | – | ﹤0.01% | 361 |
|
|
2025
Q1 | $236K | Hold |
3,449
| – | – | ﹤0.01% | 368 |
|
|
2024
Q4 | $239K | Hold |
3,449
| – | – | ﹤0.01% | 376 |
|
|
2024
Q3 | $251K | Hold |
3,449
| – | – | ﹤0.01% | 367 |
|
|
2024
Q2 | $221K | Hold |
3,449
| – | – | ﹤0.01% | 383 |
|
|
2024
Q1 | $260K | Hold |
3,449
| – | – | ﹤0.01% | 365 |
|
|
2023
Q4 | $261K | Hold |
3,449
| – | – | ﹤0.01% | 372 |
|
|
2023
Q3 | $256K | Hold |
3,449
| – | – | ﹤0.01% | 345 |
|
|
2023
Q2 | $280K | Hold |
3,449
| – | – | 0.01% | 348 |
|
|
2023
Q1 | $281K | Hold |
3,449
| – | – | 0.01% | 335 |
|
|
2022
Q4 | $275K | Hold |
3,449
| – | – | 0.01% | 334 |
|
|
2022
Q3 | $227K | Hold |
3,449
| – | – | 0.01% | 356 |
|
|
2022
Q2 | $265K | Hold |
3,449
| – | – | 0.01% | 336 |
|
|
2022
Q1 | $301K | Hold |
3,449
| – | – | 0.01% | 351 |
|
|
2021
Q4 | $267K | Hold |
3,449
| – | – | ﹤0.01% | 379 |
|
|
2021
Q3 | $263K | Hold |
3,449
| – | – | ﹤0.01% | 383 |
|
|
2021
Q2 | $256K | Hold |
3,449
| – | – | ﹤0.01% | 390 |
|
|
2021
Q1 | $239K | Hold |
3,449
| – | – | ﹤0.01% | 402 |
|
|
2020
Q4 | $231K | Hold |
3,449
| – | – | 0.01% | 392 |
|
|
2020
Q3 | $203K | Hold |
3,449
| – | – | 0.01% | 365 |
|
|
2020
Q2 | $201K | Buy |
+3,449
| New | +$201K | 0.01% | 366 |
|
|
2020
Q1 | – | Sell |
-3,399
| Closed | -$227K | – | 379 |
|
|
2019
Q4 | $227K | Hold |
3,399
| – | – | 0.01% | 370 |
|
|
2019
Q3 | $216K | Hold |
3,399
| – | – | 0.01% | 378 |
|
|
2019
Q2 | $238K | Hold |
3,399
| – | – | 0.01% | 370 |
|
|
2019
Q1 | $204K | Hold |
3,399
| – | – | 0.01% | 398 |
|
|
2018
Q4 | $267K | Hold |
3,399
| – | – | 0.01% | 329 |
|
|
2018
Q3 | $289K | Hold |
3,399
| – | – | 0.01% | 347 |
|
|
2018
Q2 | $247K | Buy |
+3,399
| New | +$247K | 0.01% | 358 |
|
|
2018
Q1 | – | Sell |
-2,200
| Closed | -$154K | – | 541 |
|
|
2017
Q4 | $154K | Hold |
2,200
| – | – | 0.01% | 400 |
|
|
2017
Q3 | $180K | Buy |
2,200
+1,100
| +100% | +$90K | 0.01% | 379 |
|
|
2017
Q2 | $201K | Hold |
1,100
| – | – | 0.01% | 362 |
|
|
2017
Q1 | $187K | Sell |
1,100
-108
| -9% | -$18.4K | 0.01% | 377 |
|
|
2016
Q4 | $183K | Buy |
1,208
+8
| +0.7% | +$1.21K | 0.01% | 389 |
|
|
2016
Q3 | $196K | Hold |
1,200
| – | – | 0.01% | 378 |
|
|
2016
Q2 | $212K | Hold |
1,200
| – | – | 0.01% | 351 |
|
|
2016
Q1 | $207K | Hold |
1,200
| – | – | 0.01% | 351 |
|
|
2015
Q4 | $190K | Hold |
1,200
| – | – | 0.01% | 374 |
|
|
2015
Q3 | $159K | Hold |
1,200
| – | – | 0.01% | 418 |
|
|
2015
Q2 | $171K | Hold |
1,200
| – | – | 0.01% | 445 |
|
|
2015
Q1 | $168K | Hold |
1,200
| – | – | 0.01% | 447 |
|
|
2014
Q4 | $163K | Hold |
1,200
| – | – | 0.01% | 392 |
|
|
2014
Q3 | $140K | Hold |
1,200
| – | – | 0.01% | 459 |
|
|
2014
Q2 | $142K | Hold |
1,200
| – | – | 0.01% | 451 |
|
|
2014
Q1 | $143K | Hold |
1,200
| – | – | 0.01% | 419 |
|
|
2013
Q4 | $137K | Sell |
1,200
-44
| -4% | -$5.02K | 0.01% | 410 |
|
|
2013
Q3 | $130K | Buy |
1,244
+44
| +4% | +$4.6K | 0.01% | 447 |
|
|
2013
Q2 | $115K | Buy |
+1,200
| New | +$115K | 0.01% | 474 |
|