EWM
Evercore Wealth Management’s Teleflex TFX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,370
| Closed | -$339K | – | 435 |
|
|
2024
Q3 | $339K | Hold |
1,370
| – | – | 0.01% | 324 |
|
|
2024
Q2 | $288K | Hold |
1,370
| – | – | ﹤0.01% | 342 |
|
|
2024
Q1 | $310K | Hold |
1,370
| – | – | ﹤0.01% | 337 |
|
|
2023
Q4 | $342K | Hold |
1,370
| – | – | 0.01% | 320 |
|
|
2023
Q3 | $269K | Sell |
1,370
-200
| -13% | -$39.3K | 0.01% | 342 |
|
|
2023
Q2 | $380K | Hold |
1,570
| – | – | 0.01% | 304 |
|
|
2023
Q1 | $398K | Hold |
1,570
| – | – | 0.01% | 294 |
|
|
2022
Q4 | $392K | Sell |
1,570
-400
| -20% | -$99.9K | 0.01% | 294 |
|
|
2022
Q3 | $397K | Sell |
1,970
-255
| -11% | -$51.4K | 0.01% | 279 |
|
|
2022
Q2 | $547K | Sell |
2,225
-79
| -3% | -$19.4K | 0.01% | 254 |
|
|
2022
Q1 | $818K | Hold |
2,304
| – | – | 0.01% | 246 |
|
|
2021
Q4 | $757K | Hold |
2,304
| – | – | 0.01% | 251 |
|
|
2021
Q3 | $868K | Hold |
2,304
| – | – | 0.02% | 233 |
|
|
2021
Q2 | $926K | Sell |
2,304
-69
| -3% | -$27.7K | 0.02% | 238 |
|
|
2021
Q1 | $986K | Sell |
2,373
-200
| -8% | -$83.1K | 0.02% | 224 |
|
|
2020
Q4 | $1.06M | Buy |
2,573
+145
| +6% | +$59.7K | 0.02% | 210 |
|
|
2020
Q3 | $827K | Buy |
2,428
+3
| +0.1% | +$1.02K | 0.02% | 217 |
|
|
2020
Q2 | $883K | Hold |
2,425
| – | – | 0.02% | 201 |
|
|
2020
Q1 | $710K | Hold |
2,425
| – | – | 0.02% | 204 |
|
|
2019
Q4 | $913K | Sell |
2,425
-38
| -2% | -$14.3K | 0.02% | 216 |
|
|
2019
Q3 | $837K | Hold |
2,463
| – | – | 0.02% | 228 |
|
|
2019
Q2 | $816K | Hold |
2,463
| – | – | 0.02% | 229 |
|
|
2019
Q1 | $744K | Buy |
2,463
+188
| +8% | +$56.8K | 0.02% | 230 |
|
|
2018
Q4 | $588K | Buy |
2,275
+105
| +5% | +$27.1K | 0.02% | 238 |
|
|
2018
Q3 | $577K | Sell |
2,170
-100
| -4% | -$26.6K | 0.02% | 262 |
|
|
2018
Q2 | $609K | Hold |
2,270
| – | – | 0.02% | 251 |
|
|
2018
Q1 | $579K | Sell |
2,270
-805
| -26% | -$205K | 0.02% | 226 |
|
|
2017
Q4 | $765K | Sell |
3,075
-125
| -4% | -$31.1K | 0.03% | 212 |
|
|
2017
Q3 | $774K | Sell |
3,200
-200
| -6% | -$48.4K | 0.03% | 202 |
|
|
2017
Q2 | $706K | Sell |
3,400
-100
| -3% | -$20.8K | 0.03% | 213 |
|
|
2017
Q1 | $678K | Sell |
3,500
-825
| -19% | -$160K | 0.03% | 220 |
|
|
2016
Q4 | $697K | Buy |
4,325
+825
| +24% | +$133K | 0.03% | 220 |
|
|
2016
Q3 | $588K | Hold |
3,500
| – | – | 0.02% | 231 |
|
|
2016
Q2 | $621K | Hold |
3,500
| – | – | 0.03% | 221 |
|
|
2016
Q1 | $550K | Hold |
3,500
| – | – | 0.02% | 227 |
|
|
2015
Q4 | $460K | Hold |
3,500
| – | – | 0.02% | 261 |
|
|
2015
Q3 | $435K | Hold |
3,500
| – | – | 0.02% | 271 |
|
|
2015
Q2 | $474K | Sell |
3,500
-700
| -17% | -$94.8K | 0.02% | 280 |
|
|
2015
Q1 | $508K | Hold |
4,200
| – | – | 0.02% | 272 |
|
|
2014
Q4 | $482K | Hold |
4,200
| – | – | 0.02% | 244 |
|
|
2014
Q3 | $441K | Hold |
4,200
| – | – | 0.02% | 282 |
|
|
2014
Q2 | $444K | Hold |
4,200
| – | – | 0.02% | 284 |
|
|
2014
Q1 | $450K | Hold |
4,200
| – | – | 0.03% | 271 |
|
|
2013
Q4 | $394K | Sell |
4,200
-36
| -0.8% | -$3.38K | 0.02% | 289 |
|
|
2013
Q3 | $347K | Buy |
4,236
+36
| +0.9% | +$2.95K | 0.02% | 325 |
|
|
2013
Q2 | $325K | Buy |
+4,200
| New | +$325K | 0.02% | 342 |
|