EWM
Evercore Wealth Management’s Archer Daniels Midland ADM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-1,775
| Closed | -$71K | – | 355 |
|
|
2017
Q4 | $71K | Buy |
1,775
+700
| +65% | +$28K | ﹤0.01% | 525 |
|
|
2017
Q3 | $45K | Hold |
1,075
| – | – | ﹤0.01% | 587 |
|
|
2017
Q2 | $44K | Hold |
1,075
| – | – | ﹤0.01% | 590 |
|
|
2017
Q1 | $49K | Sell |
1,075
-46
| -4% | -$2.1K | ﹤0.01% | 601 |
|
|
2016
Q4 | $51K | Sell |
1,121
-862
| -43% | -$39.2K | ﹤0.01% | 601 |
|
|
2016
Q3 | $83K | Sell |
1,983
-598
| -23% | -$25K | ﹤0.01% | 509 |
|
|
2016
Q2 | $111K | Buy |
2,581
+151
| +6% | +$6.49K | ﹤0.01% | 442 |
|
|
2016
Q1 | $88K | Buy |
2,430
+142
| +6% | +$5.14K | ﹤0.01% | 473 |
|
|
2015
Q4 | $84K | Buy |
2,288
+1,260
| +123% | +$46.3K | ﹤0.01% | 500 |
|
|
2015
Q3 | $43K | Hold |
1,028
| – | – | ﹤0.01% | 605 |
|
|
2015
Q2 | $50K | Hold |
1,028
| – | – | ﹤0.01% | 634 |
|
|
2015
Q1 | $49K | Hold |
1,028
| – | – | ﹤0.01% | 628 |
|
|
2014
Q4 | $53K | Hold |
1,028
| – | – | ﹤0.01% | 548 |
|
|
2014
Q3 | $52K | Hold |
1,028
| – | – | ﹤0.01% | 605 |
|
|
2014
Q2 | $44K | Buy |
1,028
+175
| +21% | +$7.49K | ﹤0.01% | 630 |
|
|
2014
Q1 | $37K | Hold |
853
| – | – | ﹤0.01% | 641 |
|
|
2013
Q4 | $37K | Sell |
853
-108
| -11% | -$4.69K | ﹤0.01% | 601 |
|
|
2013
Q3 | $36K | Buy |
961
+703
| +272% | +$26.3K | ﹤0.01% | 607 |
|
|
2013
Q2 | $9K | Buy |
+258
| New | +$9K | ﹤0.01% | 726 |
|