EWM
MON
Evercore Wealth Management’s Monsanto Co MON Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-3,059
| Closed | -$357K | – | 413 |
|
|
2018
Q1 | $357K | Buy |
3,059
+605
| +25% | +$70.6K | 0.01% | 279 |
|
|
2017
Q4 | $287K | Hold |
2,454
| – | – | 0.01% | 313 |
|
|
2017
Q3 | $294K | Sell |
2,454
-367
| -13% | -$44K | 0.01% | 317 |
|
|
2017
Q2 | $334K | Sell |
2,821
-100
| -3% | -$11.8K | 0.01% | 309 |
|
|
2017
Q1 | $330K | Sell |
2,921
-478
| -14% | -$54K | 0.01% | 307 |
|
|
2016
Q4 | $358K | Sell |
3,399
-343
| -9% | -$36.1K | 0.01% | 284 |
|
|
2016
Q3 | $382K | Sell |
3,742
-400
| -10% | -$40.8K | 0.02% | 276 |
|
|
2016
Q2 | $428K | Sell |
4,142
-1,823
| -31% | -$188K | 0.02% | 258 |
|
|
2016
Q1 | $523K | Sell |
5,965
-2,800
| -32% | -$245K | 0.02% | 234 |
|
|
2015
Q4 | $864K | Sell |
8,765
-680
| -7% | -$67K | 0.04% | 195 |
|
|
2015
Q3 | $809K | Sell |
9,445
-1,065
| -10% | -$91.2K | 0.04% | 198 |
|
|
2015
Q2 | $1.12M | Buy |
10,510
+1,821
| +21% | +$194K | 0.05% | 189 |
|
|
2015
Q1 | $975K | Sell |
8,689
-100
| -1% | -$11.2K | 0.04% | 190 |
|
|
2014
Q4 | $1.05M | Buy |
8,789
+1,048
| +14% | +$126K | 0.05% | 166 |
|
|
2014
Q3 | $869K | Buy |
7,741
+150
| +2% | +$16.8K | 0.04% | 195 |
|
|
2014
Q2 | $944K | Sell |
7,591
-1,105
| -13% | -$137K | 0.05% | 193 |
|
|
2014
Q1 | $991K | Sell |
8,696
-213
| -2% | -$24.3K | 0.06% | 187 |
|
|
2013
Q4 | $1.04M | Sell |
8,909
-265
| -3% | -$31K | 0.06% | 185 |
|
|
2013
Q3 | $956K | Sell |
9,174
-462
| -5% | -$48.1K | 0.05% | 215 |
|
|
2013
Q2 | $953K | Buy |
+9,636
| New | +$953K | 0.05% | 215 |
|