EWM
VAR
Evercore Wealth Management’s Varian Medical Systems, Inc. VAR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-2,789
| Closed | -$492K | – | 443 |
|
|
2021
Q1 | $492K | Hold |
2,789
| – | – | 0.01% | 294 |
|
|
2020
Q4 | $488K | Hold |
2,789
| – | – | 0.01% | 290 |
|
|
2020
Q3 | $480K | Sell |
2,789
-1,161
| -29% | -$200K | 0.01% | 270 |
|
|
2020
Q2 | $484K | Sell |
3,950
-27
| -0.7% | -$3.31K | 0.01% | 264 |
|
|
2020
Q1 | $408K | Buy |
3,977
+27
| +0.7% | +$2.77K | 0.01% | 260 |
|
|
2019
Q4 | $561K | Hold |
3,950
| – | – | 0.02% | 266 |
|
|
2019
Q3 | $470K | Sell |
3,950
-7
| -0.2% | -$833 | 0.01% | 278 |
|
|
2019
Q2 | $539K | Buy |
+3,957
| New | +$539K | 0.02% | 271 |
|
|
2017
Q2 | – | Sell |
-500
| Closed | -$46K | – | 1055 |
|
|
2017
Q1 | $46K | Sell |
500
-500
| -50% | -$46K | ﹤0.01% | 613 |
|
|
2016
Q4 | $90K | Hold |
1,000
| – | – | ﹤0.01% | 512 |
|
|
2016
Q3 | $100K | Sell |
1,000
-100
| -9% | -$10K | ﹤0.01% | 484 |
|
|
2016
Q2 | $90K | Sell |
1,100
-325
| -23% | -$26.6K | ﹤0.01% | 481 |
|
|
2016
Q1 | $114K | Sell |
1,425
-125
| -8% | -$10K | 0.01% | 431 |
|
|
2015
Q4 | $125K | Buy |
1,550
+125
| +9% | +$10.1K | 0.01% | 452 |
|
|
2015
Q3 | $105K | Sell |
1,425
-3,100
| -69% | -$228K | 0.01% | 477 |
|
|
2015
Q2 | $381K | Buy |
4,525
+2,100
| +87% | +$177K | 0.02% | 313 |
|
|
2015
Q1 | $228K | Buy |
2,425
+425
| +21% | +$40K | 0.01% | 393 |
|
|
2014
Q4 | $173K | Hold |
2,000
| – | – | 0.01% | 385 |
|
|
2014
Q3 | $160K | Sell |
2,000
-141
| -7% | -$11.3K | 0.01% | 436 |
|
|
2014
Q2 | $178K | Sell |
2,141
-3,859
| -64% | -$321K | 0.01% | 407 |
|
|
2014
Q1 | $504K | Buy |
6,000
+4,000
| +200% | +$336K | 0.03% | 258 |
|
|
2013
Q4 | $155K | Sell |
2,000
-270
| -12% | -$20.9K | 0.01% | 394 |
|
|
2013
Q3 | $169K | Sell |
2,270
-330
| -13% | -$24.6K | 0.01% | 412 |
|
|
2013
Q2 | $175K | Buy |
+2,600
| New | +$175K | 0.01% | 416 |
|