Kingswood Wealth Advisors’s Monster Beverage MNST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-9,264
| Closed | -$483K | – | 866 |
|
|
2024
Q3 | $483K | Sell |
9,264
-2,738
| -23% | -$143K | 0.03% | 456 |
|
|
2024
Q2 | $599K | Sell |
12,002
-61
| -0.5% | -$3.05K | 0.05% | 343 |
|
|
2024
Q1 | $715K | Sell |
12,063
-203
| -2% | -$12K | 0.08% | 266 |
|
|
2023
Q4 | $707K | Buy |
12,266
+2,586
| +27% | +$149K | 0.08% | 269 |
|
|
2023
Q3 | $513K | Buy |
+9,680
| New | +$513K | 0.09% | 242 |
|