MWM
MON

MinichMacGregor Wealth Management’s Monsanto Co MON Stock Holding History

MinichMacGregor Wealth Management’s Portfolio MON Stock Details MON Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-100
Closed -$11K – 619
2018
Q1 		$11K Hold
100
– – 0.01% 300
2017
Q4 		$11K Hold
100
– – 0.01% 295
2017
Q3 		$11K Hold
100
– – 0.01% 280
2017
Q2 		$11K Hold
100
– – 0.01% 265
2017
Q1 		$11K Buy
+100
New +$11.1K 0.01% 265
2016
Q1 		– Sell
-284
Closed -$33K – 510
2015
Q4 		$33K Buy
+284
New +$26.7K 0.03% 134

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UFF
USA Financial Formulas Ada, Michigan $531M AUM 28.6% 1-Year Est. Return
CGT
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