LWCFA
MON
Loring Wolcott & Coolidge Fiduciary Advisors’s Monsanto Co MON Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-10,530
| Closed | -$1.23M | – | 753 |
|
|
2018
Q1 | $1.23M | Sell |
10,530
-719
| -6% | -$83.9K | 0.02% | 151 |
|
|
2017
Q4 | $1.31M | Buy |
11,249
+85
| +0.8% | +$9.93K | 0.02% | 145 |
|
|
2017
Q3 | $1.34M | Sell |
11,164
-128
| -1% | -$15.3K | 0.03% | 140 |
|
|
2017
Q2 | $1.32M | Hold |
11,292
| – | – | 0.03% | 137 |
|
|
2017
Q1 | $1.28M | Sell |
11,292
-695
| -6% | -$78.7K | 0.03% | 139 |
|
|
2016
Q4 | $1.26M | Sell |
11,987
-200
| -2% | -$21K | 0.03% | 139 |
|
|
2016
Q3 | $1.25M | Sell |
12,187
-230
| -2% | -$23.5K | 0.03% | 142 |
|
|
2016
Q2 | $1.28M | Sell |
12,417
-6,755
| -35% | -$699K | 0.03% | 137 |
|
|
2016
Q1 | $1.68M | Sell |
19,172
-400
| -2% | -$35.1K | 0.04% | 123 |
|
|
2015
Q4 | $1.93M | Buy |
19,572
+4,985
| +34% | +$491K | 0.05% | 119 |
|
|
2015
Q3 | $1.56M | Hold |
14,587
| – | – | 0.04% | 125 |
|
|
2015
Q2 | $1.56M | Sell |
14,587
-172
| -1% | -$18.3K | 0.04% | 125 |
|
|
2015
Q1 | $1.66M | Sell |
14,759
-75
| -0.5% | -$8.44K | 0.04% | 120 |
|
|
2014
Q4 | $1.77M | Buy |
14,834
+2,165
| +17% | +$259K | 0.05% | 119 |
|
|
2014
Q3 | $1.43M | Hold |
12,669
| – | – | 0.04% | 128 |
|
|
2014
Q2 | $1.58M | Buy |
12,669
+400
| +3% | +$49.9K | 0.04% | 121 |
|
|
2014
Q1 | $1.4M | Sell |
12,269
-855
| -7% | -$97.3K | 0.04% | 128 |
|
|
2013
Q4 | $1.53M | Buy |
13,124
+852
| +7% | +$99.3K | 0.04% | 126 |
|
|
2013
Q3 | $1.28M | Hold |
12,272
| – | – | 0.04% | 131 |
|
|
2013
Q2 | $1.21M | Buy |
+12,272
| New | +$1.21M | 0.04% | 142 |
|