Whittier Trust’s Monarch Casino & Resort MCRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $145K | Sell |
1,476
-37
| -2% | -$3.52K | ﹤0.01% | 649 |
|
|
2025
Q4 | $142K | Hold |
1,513
| – | – | ﹤0.01% | 664 |
|
|
2025
Q3 | $157K | Sell |
1,513
-143
| -9% | -$14.3K | ﹤0.01% | 635 |
|
|
2025
Q2 | $143K | Hold |
1,656
| – | – | ﹤0.01% | 720 |
|
|
2025
Q1 | $129K | Hold |
1,656
| – | – | ﹤0.01% | 721 |
|
|
2024
Q4 | $131K | Hold |
1,656
| – | – | ﹤0.01% | 737 |
|
|
2024
Q3 | $131K | Sell |
1,656
-591
| -26% | -$43.4K | ﹤0.01% | 739 |
|
|
2024
Q2 | $153K | Sell |
2,247
-133
| -6% | -$9.1K | ﹤0.01% | 691 |
|
|
2024
Q1 | $178K | Sell |
2,380
-104
| -4% | -$7.21K | ﹤0.01% | 670 |
|
|
2023
Q4 | $172K | Sell |
2,484
-5
| -0.2% | -$318 | ﹤0.01% | 667 |
|
|
2023
Q3 | $155K | Hold |
2,489
| – | – | ﹤0.01% | 677 |
|
|
2023
Q2 | $175K | Sell |
2,489
-554
| -18% | -$38.6K | ﹤0.01% | 656 |
|
|
2023
Q1 | $226K | Sell |
3,043
-508
| -14% | -$38.7K | ﹤0.01% | 634 |
|
|
2022
Q4 | $273K | Sell |
3,551
-2,834
| -44% | -$214K | 0.01% | 578 |
|
|
2022
Q3 | $358K | Hold |
6,385
| – | – | 0.01% | 512 |
|
|
2022
Q2 | $375K | Hold |
6,385
| – | – | 0.01% | 512 |
|
|
2022
Q1 | $557K | Sell |
6,385
-77,095
| -92% | -$5.76M | 0.01% | 471 |
|
|
2021
Q4 | $6.17M | Buy |
83,480
+2,796
| +3% | +$195K | 0.1% | 177 |
|
|
2021
Q3 | $5.41M | Buy |
80,684
+4,055
| +5% | +$262K | 0.1% | 186 |
|
|
2021
Q2 | $5.07M | Buy |
76,629
+4,572
| +6% | +$316K | 0.09% | 187 |
|
|
2021
Q1 | $4.37M | Buy |
72,057
+6,024
| +9% | +$368K | 0.08% | 191 |
|
|
2020
Q4 | $4.04M | Buy |
66,033
+3,252
| +5% | +$164K | 0.09% | 181 |
|
|
2020
Q3 | $2.8M | Buy |
62,781
+1,274
| +2% | +$52.1K | 0.07% | 198 |
|
|
2020
Q2 | $2.1M | Sell |
61,507
-909
| -1% | -$30.1K | 0.06% | 223 |
|
|
2020
Q1 | $1.75M | Buy |
62,416
+3,218
| +5% | +$141K | 0.06% | 226 |
|
|
2019
Q4 | $2.87M | Buy |
59,198
+1,358
| +2% | +$60.4K | 0.08% | 205 |
|
|
2019
Q3 | $2.41M | Buy |
57,840
+616
| +1% | +$27.4K | 0.07% | 211 |
|
|
2019
Q2 | $2.44M | Buy |
57,224
+2,490
| +5% | +$109K | 0.07% | 204 |
|
|
2019
Q1 | $2.4M | Buy |
54,734
+2,413
| +5% | +$104K | 0.07% | 206 |
|
|
2018
Q4 | $2M | Buy |
52,321
+3,524
| +7% | +$143K | 0.07% | 213 |
|
|
2018
Q3 | $2.22M | Buy |
48,797
+206
| +0.4% | +$9.58K | 0.07% | 216 |
|
|
2018
Q2 | $2.14M | Buy |
48,591
+2,953
| +6% | +$130K | 0.07% | 217 |
|
|
2018
Q1 | $1.93M | Buy |
45,638
+7,012
| +18% | +$308K | 0.06% | 222 |
|
|
2017
Q4 | $1.73M | Buy |
+38,626
| New | +$1.71M | 0.06% | 234 |
|
Other funds holding MCRI
DC
VCM
VPM
