Dynamic Advisor Solutions’s Monster Beverage MNST Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$901K Sell
14,388
-51
-0.4% -$3.2K 0.03% 480
2025
Q1
$845K Sell
14,439
-358
-2% -$21K 0.03% 462
2024
Q4
$778K Sell
14,797
-2,252
-13% -$118K 0.03% 357
2024
Q3
$889K Sell
17,049
-21,316
-56% -$1.11M 0.03% 484
2024
Q2
$1.92M Buy
38,365
+172
+0.5% +$8.59K 0.06% 301
2024
Q1
$2.26M Buy
38,193
+5,816
+18% +$345K 0.08% 278
2023
Q4
$1.86M Buy
32,377
+13,541
+72% +$779K 0.07% 295
2023
Q3
$997K Buy
18,836
+2,001
+12% +$106K 0.05% 355
2023
Q2
$967K Buy
16,835
+1,373
+9% +$78.9K 0.05% 355
2023
Q1
$835K Buy
+15,462
New +$835K 0.05% 358
2021
Q1
Sell
-19,810
Closed -$916K 698
2020
Q4
$916K Buy
19,810
+22
+0.1% +$1.02K 0.09% 253
2020
Q3
$793K Buy
19,788
+498
+3% +$20K 0.09% 244
2020
Q2
$669K Sell
19,290
-26
-0.1% -$902 0.09% 234
2020
Q1
$543K Buy
19,316
+1,964
+11% +$55.2K 0.1% 230
2019
Q4
$551K Sell
17,352
-1,090
-6% -$34.6K 0.08% 290
2019
Q3
$535K Buy
18,442
+900
+5% +$26.1K 0.08% 260
2019
Q2
$560K Buy
17,542
+1,810
+12% +$57.8K 0.09% 236
2019
Q1
$429K Buy
15,732
+1,050
+7% +$28.6K 0.08% 245
2018
Q4
$410K Sell
14,682
-650
-4% -$18.2K 0.09% 238
2018
Q3
$447K Buy
15,332
+1,470
+11% +$42.9K 0.09% 233
2018
Q2
$397K Buy
13,862
+1,112
+9% +$31.8K 0.09% 255
2018
Q1
$365K Buy
12,750
+3,340
+35% +$95.6K 0.09% 226
2017
Q4
$298K Buy
9,410
+10
+0.1% +$317 0.1% 198
2017
Q3
$260K Buy
9,400
+1,258
+15% +$34.8K 0.1% 191
2017
Q2
$202K Buy
+8,142
New +$202K 0.08% 209