EWM
Evercore Wealth Management’s Monster Beverage MNST Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-135
| Closed | -$9K | – | 628 |
|
|
2017
Q4 | $9K | Hold |
135
| – | – | ﹤0.01% | 816 |
|
|
2017
Q3 | $7K | Sell |
135
-120
| -47% | -$6.22K | ﹤0.01% | 815 |
|
|
2017
Q2 | $13K | Hold |
255
| – | – | ﹤0.01% | 784 |
|
|
2017
Q1 | $12K | Sell |
255
-34
| -12% | -$1.6K | ﹤0.01% | 811 |
|
|
2016
Q4 | $13K | Buy |
289
+176
| +156% | +$7.92K | ﹤0.01% | 802 |
|
|
2016
Q3 | $17K | Hold |
113
| – | – | ﹤0.01% | 797 |
|
|
2016
Q2 | $18K | Buy |
113
+28
| +33% | +$4.46K | ﹤0.01% | 774 |
|
|
2016
Q1 | $11K | Buy |
85
+40
| +89% | +$5.18K | ﹤0.01% | 798 |
|
|
2015
Q4 | $7K | Hold |
45
| – | – | ﹤0.01% | 888 |
|
|
2015
Q3 | $6K | Hold |
45
| – | – | ﹤0.01% | 875 |
|
|
2015
Q2 | $6K | Hold |
45
| – | – | ﹤0.01% | 975 |
|
|
2015
Q1 | $6K | Buy |
+45
| New | +$6K | ﹤0.01% | 918 |
|
|
2013
Q3 | – | Sell |
-10,600
| Closed | -$645K | – | 1003 |
|
|
2013
Q2 | $645K | Buy |
+10,600
| New | +$645K | 0.04% | 250 |
|