BTWM
Baker Tilly Wealth Management’s Monster Beverage MNST Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.14M | Sell |
18,178
-858
| -5% | -$53.7K | 0.41% | 50 |
|
|
2025
Q1 | $1.11M | Buy |
19,036
+1,581
| +9% | +$92.5K | 0.44% | 52 |
|
|
2024
Q4 | $917K | Buy |
17,455
+1,021
| +6% | +$53.7K | 0.36% | 61 |
|
|
2024
Q3 | $857K | Buy |
16,434
+3,600
| +28% | +$188K | 0.38% | 65 |
|
|
2024
Q2 | $641K | Sell |
12,834
-6,180
| -33% | -$309K | 0.26% | 91 |
|
|
2024
Q1 | $1.13M | Buy |
19,014
+178
| +0.9% | +$10.6K | 0.2% | 113 |
|
|
2023
Q4 | $1.09M | Sell |
18,836
-5,160
| -22% | -$297K | 0.18% | 127 |
|
|
2023
Q3 | $1.27M | Sell |
23,996
-49,032
| -67% | -$2.6M | 0.21% | 102 |
|
|
2023
Q2 | $4.19M | Buy |
73,028
+2,612
| +4% | +$150K | 0.44% | 52 |
|
|
2023
Q1 | $3.8M | Buy |
70,416
+37,420
| +113% | +$2.02M | 0.43% | 51 |
|
|
2022
Q4 | $3.35M | Buy |
32,996
+4,044
| +14% | +$411K | 0.41% | 62 |
|
|
2022
Q3 | $2.52M | Buy |
28,952
+99
| +0.3% | +$8.61K | 0.34% | 67 |
|
|
2022
Q2 | $2.68M | Buy |
28,853
+2,862
| +11% | +$265K | 0.35% | 67 |
|
|
2022
Q1 | $2.08M | Buy |
25,991
+4,329
| +20% | +$346K | 0.23% | 90 |
|
|
2021
Q4 | $2.08M | Buy |
21,662
+2,698
| +14% | +$259K | 0.22% | 88 |
|
|
2021
Q3 | $1.69M | Buy |
18,964
+4,088
| +27% | +$363K | 0.22% | 89 |
|
|
2021
Q2 | $1.36M | Buy |
14,876
+1,395
| +10% | +$127K | 0.22% | 97 |
|
|
2021
Q1 | $1.23M | Buy |
+13,481
| New | +$1.23M | 0.25% | 98 |
|