Creative Planning’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 | $7.88M | Buy |
125,784
+29,968
| +31% | +$1.88M | 0.01% | 592 |
|
2025
Q1 | $5.61M | Sell |
95,816
-2,544
| -3% | -$149K | 0.01% | 667 |
|
2024
Q4 | $5.17M | Buy |
98,360
+7,587
| +8% | +$399K | 0.01% | 651 |
|
2024
Q3 | $4.74M | Buy |
90,773
+10,284
| +13% | +$537K | ﹤0.01% | 658 |
|
2024
Q2 | $4.02M | Sell |
80,489
-9,470
| -11% | -$473K | ﹤0.01% | 699 |
|
2024
Q1 | $5.33M | Buy |
89,959
+16,894
| +23% | +$1M | 0.01% | 581 |
|
2023
Q4 | $4.21M | Buy |
73,065
+4,239
| +6% | +$244K | 0.01% | 613 |
|
2023
Q3 | $3.64M | Sell |
68,826
-15,456
| -18% | -$818K | ﹤0.01% | 622 |
|
2023
Q2 | $4.84M | Buy |
84,282
+5,174
| +7% | +$297K | 0.01% | 532 |
|
2023
Q1 | $4.27M | Sell |
79,108
-1,606
| -2% | -$86.7K | 0.01% | 544 |
|
2022
Q4 | $4.1M | Buy |
80,714
+9,558
| +13% | +$485K | 0.01% | 538 |
|
2022
Q3 | $3.09M | Buy |
71,156
+1,146
| +2% | +$49.8K | 0.01% | 555 |
|
2022
Q2 | $3.25M | Buy |
70,010
+4,164
| +6% | +$193K | 0.01% | 563 |
|
2022
Q1 | $2.63M | Buy |
65,846
+4,426
| +7% | +$177K | ﹤0.01% | 638 |
|
2021
Q4 | $2.95M | Buy |
61,420
+7,106
| +13% | +$341K | ﹤0.01% | 570 |
|
2021
Q3 | $2.41M | Buy |
54,314
+2,880
| +6% | +$128K | ﹤0.01% | 629 |
|
2021
Q2 | $2.35M | Sell |
51,434
-19,870
| -28% | -$907K | ﹤0.01% | 611 |
|
2021
Q1 | $3.25M | Sell |
71,304
-4,394
| -6% | -$200K | 0.01% | 531 |
|
2020
Q4 | $3.5M | Sell |
75,698
-1,172
| -2% | -$54.2K | 0.01% | 458 |
|
2020
Q3 | $3.08M | Buy |
76,870
+13,512
| +21% | +$542K | 0.01% | 419 |
|
2020
Q2 | $2.2M | Sell |
63,358
-684
| -1% | -$23.7K | 0.01% | 461 |
|
2020
Q1 | $1.8M | Sell |
64,042
-5,242
| -8% | -$147K | 0.01% | 455 |
|
2019
Q4 | $2.2M | Buy |
69,284
+800
| +1% | +$25.4K | 0.01% | 484 |
|
2019
Q3 | $1.99M | Sell |
68,484
-486
| -0.7% | -$14.1K | 0.01% | 491 |
|
2019
Q2 | $2.2M | Sell |
68,970
-364
| -0.5% | -$11.6K | 0.01% | 464 |
|
2019
Q1 | $1.89M | Buy |
69,334
+1,302
| +2% | +$35.5K | 0.01% | 478 |
|
2018
Q4 | $1.67M | Sell |
68,032
-58,880
| -46% | -$1.45M | 0.01% | 465 |
|
2018
Q3 | $3.7M | Sell |
126,912
-2,132
| -2% | -$62.1K | 0.01% | 330 |
|
2018
Q2 | $3.7M | Sell |
129,044
-2,970
| -2% | -$85.1K | 0.01% | 324 |
|
2018
Q1 | $3.78M | Buy |
132,014
+47,634
| +56% | +$1.36M | 0.02% | 312 |
|
2017
Q4 | $2.67M | Sell |
84,380
-48,438
| -36% | -$1.53M | 0.01% | 389 |
|
2017
Q3 | $3.67M | Buy |
132,818
+8,716
| +7% | +$241K | 0.02% | 297 |
|
2017
Q2 | $3.08M | Buy |
124,102
+24,216
| +24% | +$602K | 0.02% | 320 |
|
2017
Q1 | $2.31M | Sell |
99,886
-3,306
| -3% | -$76.3K | 0.01% | 378 |
|
2016
Q4 | $2.29M | Buy |
103,192
+22,114
| +27% | +$490K | 0.01% | 366 |
|
2016
Q3 | $1.98M | Buy |
81,078
+2,976
| +4% | +$72.8K | 0.01% | 383 |
|
2016
Q2 | $2.09M | Sell |
78,102
-4,080
| -5% | -$109K | 0.02% | 323 |
|
2016
Q1 | $1.83M | Sell |
82,182
-3,594
| -4% | -$79.9K | 0.01% | 332 |
|
2015
Q4 | $2.13M | Buy |
85,776
+34,068
| +66% | +$846K | 0.02% | 296 |
|
2015
Q3 | $1.17M | Buy |
+51,708
| New | +$1.17M | 0.01% | 437 |
|
2015
Q2 | – | Sell |
-30,732
| Closed | -$709K | – | 2160 |
|
2015
Q1 | $709K | Buy |
30,732
+2,712
| +10% | +$62.6K | 0.01% | 592 |
|
2014
Q4 | $506K | Sell |
28,020
-1,614
| -5% | -$29.1K | 0.01% | 687 |
|
2014
Q3 | $453K | Buy |
29,634
+2,442
| +9% | +$37.3K | 0.01% | 697 |
|
2014
Q2 | $322K | Buy |
27,192
+570
| +2% | +$6.75K | ﹤0.01% | 808 |
|
2014
Q1 | $308K | Sell |
26,622
-7,092
| -21% | -$82.1K | ﹤0.01% | 807 |
|
2013
Q4 | $381K | Sell |
33,714
-32,922
| -49% | -$372K | 0.01% | 600 |
|
2013
Q3 | $580K | Buy |
66,636
+15,318
| +30% | +$133K | 0.01% | 407 |
|
2013
Q2 | $520K | Buy |
+51,318
| New | +$520K | 0.01% | 395 |
|