IFWM
Institute for Wealth Management’s Monster Beverage MNST Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $251K | Hold |
4,012
| – | – | 0.03% | 482 |
|
|
2025
Q1 | $235K | Hold |
4,012
| – | – | 0.03% | 475 |
|
|
2024
Q4 | $211K | Hold |
4,012
| – | – | 0.03% | 473 |
|
|
2024
Q3 | $209K | Sell |
4,012
-150
| -4% | -$7.83K | 0.03% | 515 |
|
|
2024
Q2 | $208K | Hold |
4,162
| – | – | 0.03% | 469 |
|
|
2024
Q1 | $247K | Hold |
4,162
| – | – | 0.03% | 430 |
|
|
2023
Q4 | $240K | Sell |
4,162
-70
| -2% | -$4.03K | 0.04% | 418 |
|
|
2023
Q3 | $224K | Sell |
4,232
-40
| -0.9% | -$2.12K | 0.04% | 404 |
|
|
2023
Q2 | $245K | Hold |
4,272
| – | – | 0.04% | 400 |
|
|
2023
Q1 | $231K | Buy |
4,272
+2,136
| +100% | – | 0.04% | 401 |
|
|
2022
Q4 | $217K | Buy |
+2,136
| New | +$217K | 0.05% | 401 |
|
|
2022
Q3 | – | Sell |
-2,218
| Closed | -$206K | – | 489 |
|
|
2022
Q2 | $206K | Buy |
+2,218
| New | +$206K | 0.04% | 483 |
|
|
2022
Q1 | – | Sell |
-2,218
| Closed | -$213K | – | 552 |
|
|
2021
Q4 | $213K | Buy |
+2,218
| New | +$213K | 0.03% | 461 |
|
|
2021
Q3 | – | Sell |
-2,218
| Closed | -$203K | – | 488 |
|
|
2021
Q2 | $203K | Hold |
2,218
| – | – | 0.04% | 463 |
|
|
2021
Q1 | $202K | Sell |
2,218
-105
| -5% | -$9.56K | 0.04% | 445 |
|
|
2020
Q4 | $215K | Sell |
2,323
-1,088
| -32% | -$101K | 0.04% | 408 |
|
|
2020
Q3 | $274K | Buy |
3,411
+97
| +3% | +$7.79K | 0.06% | 331 |
|
|
2020
Q2 | $230K | Buy |
+3,314
| New | +$230K | 0.06% | 370 |
|
|
2020
Q1 | – | Sell |
-3,314
| Closed | -$211K | – | 566 |
|
|
2019
Q4 | $211K | Buy |
+3,314
| New | +$211K | 0.05% | 410 |
|
|
2019
Q3 | – | Sell |
-3,314
| Closed | -$212K | – | 453 |
|
|
2019
Q2 | $212K | Buy |
+3,314
| New | +$212K | 0.05% | 424 |
|