EWM
Evercore Wealth Management’s Cloudflare NET Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.55M | Sell |
28,330
-5,170
| -15% | -$1.01M | 0.09% | 96 |
|
|
2025
Q1 | $3.78M | Sell |
33,500
-8,000
| -19% | -$902K | 0.06% | 117 |
|
|
2024
Q4 | $4.47M | Hold |
41,500
| – | – | 0.07% | 106 |
|
|
2024
Q3 | $3.36M | Hold |
41,500
| – | – | 0.05% | 124 |
|
|
2024
Q2 | $3.44M | Hold |
41,500
| – | – | 0.05% | 120 |
|
|
2024
Q1 | $4.02M | Sell |
41,500
-9,250
| -18% | -$896K | 0.06% | 111 |
|
|
2023
Q4 | $4.23M | Buy |
50,750
+8,850
| +21% | +$737K | 0.07% | 105 |
|
|
2023
Q3 | $2.64M | Sell |
41,900
-600
| -1% | -$37.8K | 0.05% | 131 |
|
|
2023
Q2 | $2.78M | Hold |
42,500
| – | – | 0.05% | 134 |
|
|
2023
Q1 | $2.62M | Sell |
42,500
-1,000
| -2% | -$61.7K | 0.05% | 131 |
|
|
2022
Q4 | $1.97M | Hold |
43,500
| – | – | 0.04% | 154 |
|
|
2022
Q3 | $2.41M | Hold |
43,500
| – | – | 0.05% | 133 |
|
|
2022
Q2 | $1.9M | Sell |
43,500
-131,324
| -75% | -$5.75M | 0.04% | 148 |
|
|
2022
Q1 | $20.9M | Sell |
174,824
-4,570
| -3% | -$547K | 0.37% | 47 |
|
|
2021
Q4 | $23.6M | Sell |
179,394
-43,325
| -19% | -$5.7M | 0.38% | 48 |
|
|
2021
Q3 | $25.1M | Buy |
222,719
+42,833
| +24% | +$4.83M | 0.45% | 46 |
|
|
2021
Q2 | $19M | Buy |
179,886
+77,560
| +76% | +$8.21M | 0.35% | 50 |
|
|
2021
Q1 | $7.19M | Sell |
102,326
-8,794
| -8% | -$618K | 0.14% | 82 |
|
|
2020
Q4 | $8.44M | Buy |
+111,120
| New | +$8.44M | 0.18% | 67 |
|