Allworth Financial’s Monster Beverage MNST Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $318K | Buy |
5,083
+2,070
| +69% | +$130K | ﹤0.01% | 993 |
|
2025
Q1 | $177K | Sell |
3,013
-2,166
| -42% | -$127K | ﹤0.01% | 985 |
|
2024
Q4 | $255K | Buy |
5,179
+951
| +22% | +$46.8K | ﹤0.01% | 870 |
|
2024
Q3 | $221K | Buy |
4,228
+644
| +18% | +$33.6K | ﹤0.01% | 789 |
|
2024
Q2 | $182K | Buy |
3,584
+1,085
| +43% | +$55.2K | ﹤0.01% | 847 |
|
2024
Q1 | $148K | Buy |
2,499
+805
| +48% | +$47.7K | ﹤0.01% | 879 |
|
2023
Q4 | $97.6K | Buy |
1,694
+521
| +44% | +$30K | ﹤0.01% | 950 |
|
2023
Q3 | $62.1K | Buy |
1,173
+13
| +1% | +$688 | ﹤0.01% | 1044 |
|
2023
Q2 | $66.6K | Sell |
1,160
-418
| -26% | -$24K | ﹤0.01% | 1036 |
|
2023
Q1 | $85.2K | Buy |
1,578
+454
| +40% | +$24.5K | ﹤0.01% | 903 |
|
2022
Q4 | $57.1K | Buy |
1,124
+476
| +73% | +$24.2K | ﹤0.01% | 968 |
|
2022
Q3 | $28K | Sell |
648
-190
| -23% | -$8.21K | ﹤0.01% | 1165 |
|
2022
Q2 | $39K | Sell |
838
-312
| -27% | -$14.5K | ﹤0.01% | 986 |
|
2022
Q1 | $46K | Buy |
1,150
+764
| +198% | +$30.6K | ﹤0.01% | 922 |
|
2021
Q4 | $19K | Buy |
386
+368
| +2,044% | +$18.1K | ﹤0.01% | 1144 |
|
2021
Q3 | $1K | Buy |
+18
| New | +$1K | ﹤0.01% | 1777 |
|
2021
Q1 | – | Sell |
-56
| Closed | -$3K | – | 1573 |
|
2020
Q4 | $3K | Buy |
+56
| New | +$3K | ﹤0.01% | 1086 |
|
2018
Q2 | – | Sell |
-6
| Closed | – | – | 990 |
|
2018
Q1 | $0 | Sell |
6
-4
| -40% | – | ﹤0.01% | 850 |
|
2017
Q4 | $0 | Buy |
+10
| New | – | ﹤0.01% | 793 |
|
2017
Q2 | – | Sell |
-98
| Closed | -$2K | – | 802 |
|
2017
Q1 | $2K | Buy |
+98
| New | +$2K | ﹤0.01% | 653 |
|