Ascent Wealth Partners’s Monster Beverage MNST Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-27,424
| Closed | -$1.37M | – | 165 |
|
2024
Q2 | $1.37M | Buy |
27,424
+585
| +2% | +$29.2K | 0.2% | 97 |
|
2024
Q1 | $1.59M | Buy |
26,839
+411
| +2% | +$24.4K | 0.24% | 82 |
|
2023
Q4 | $1.52M | Buy |
26,428
+702
| +3% | +$40.4K | 0.25% | 79 |
|
2023
Q3 | $1.36M | Buy |
25,726
+68
| +0.3% | +$3.6K | 0.25% | 79 |
|
2023
Q2 | $1.45M | Buy |
25,658
+1,294
| +5% | +$73.2K | 0.26% | 82 |
|
2023
Q1 | $1.32M | Buy |
24,364
+312
| +1% | +$16.9K | 0.26% | 83 |
|
2022
Q4 | $1.22M | Buy |
+24,052
| New | +$1.22M | 0.26% | 84 |
|