Appleton Partners’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
$7.53M Sell
120,265
-1,623
-1% -$102K 0.53% 64
2025
Q1
$7.13M Sell
121,888
-3,450
-3% -$202K 0.55% 62
2024
Q4
$6.59M Sell
125,338
-1,859
-1% -$97.7K 0.49% 66
2024
Q3
$6.64M Buy
127,197
+105
+0.1% +$5.48K 0.49% 68
2024
Q2
$6.35M Buy
127,092
+6,992
+6% +$349K 0.49% 65
2024
Q1
$7.12M Buy
120,100
+4,770
+4% +$283K 0.55% 61
2023
Q4
$6.64M Buy
115,330
+7,565
+7% +$436K 0.54% 61
2023
Q3
$5.71M Buy
107,765
+1,815
+2% +$96.1K 0.51% 63
2023
Q2
$6.09M Sell
105,950
-1,234
-1% -$70.9K 0.51% 59
2023
Q1
$5.79M Buy
107,184
+820
+0.8% +$44.3K 0.51% 56
2022
Q4
$5.4M Sell
106,364
-1,268
-1% -$64.4K 0.51% 58
2022
Q3
$4.68M Sell
107,632
-698
-0.6% -$30.4K 0.47% 64
2022
Q2
$5.02M Sell
108,330
-1,402
-1% -$65K 0.47% 58
2022
Q1
$4.38M Sell
109,732
-3,480
-3% -$139K 0.36% 77
2021
Q4
$5.44M Buy
113,212
+3,792
+3% +$182K 0.41% 70
2021
Q3
$4.86M Buy
109,420
+12,276
+13% +$545K 0.4% 72
2021
Q2
$4.44M Buy
97,144
+4,334
+5% +$198K 0.38% 77
2021
Q1
$4.23M Buy
92,810
+4,182
+5% +$190K 0.39% 73
2020
Q4
$4.1M Buy
88,628
+1,170
+1% +$54.1K 0.4% 68
2020
Q3
$3.51M Buy
87,458
+22
+0% +$882 0.39% 69
2020
Q2
$3.03M Sell
87,436
-2,248
-3% -$77.9K 0.36% 74
2020
Q1
$2.52M Sell
89,684
-2,530
-3% -$71.2K 0.35% 73
2019
Q4
$2.93M Buy
92,214
+3,102
+3% +$98.6K 0.32% 83
2019
Q3
$2.59M Buy
89,112
+11,110
+14% +$323K 0.31% 85
2019
Q2
$2.49M Buy
78,002
+300
+0.4% +$9.57K 0.31% 90
2019
Q1
$2.12M Buy
77,702
+3,918
+5% +$107K 0.28% 96
2018
Q4
$1.82M Buy
73,784
+2,062
+3% +$50.8K 0.27% 101
2018
Q3
$2.09M Buy
+71,722
New +$2.09M 0.28% 95