LFA
Legacy Financial Advisors’s Monster Beverage MNST Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $937K | Buy |
14,957
+144
| +1% | +$9.02K | 0.15% | 113 |
|
|
2025
Q1 | $867K | Buy |
14,813
+269
| +2% | +$15.7K | 0.15% | 116 |
|
|
2024
Q4 | $764K | Buy |
14,544
+263
| +2% | +$13.8K | 0.13% | 136 |
|
|
2024
Q3 | $745K | Buy |
14,281
+1,451
| +11% | +$75.7K | 0.13% | 143 |
|
|
2024
Q2 | $641K | Sell |
12,830
-420
| -3% | -$21K | 0.11% | 151 |
|
|
2024
Q1 | $785K | Buy |
13,250
+1,126
| +9% | +$66.7K | 0.14% | 119 |
|
|
2023
Q4 | $698K | Buy |
12,124
+1,289
| +12% | +$74.3K | 0.13% | 118 |
|
|
2023
Q3 | $574K | Buy |
10,835
+2,637
| +32% | +$140K | 0.11% | 116 |
|
|
2023
Q2 | $471K | Buy |
8,198
+666
| +9% | +$38.3K | 0.09% | 143 |
|
|
2023
Q1 | $407K | Buy |
7,532
+3,868
| +106% | +$209K | 0.08% | 150 |
|
|
2022
Q4 | $372K | Buy |
3,664
+211
| +6% | +$21.4K | 0.08% | 147 |
|
|
2022
Q3 | $300K | Buy |
3,453
+136
| +4% | +$11.8K | 0.07% | 160 |
|
|
2022
Q2 | $307K | Buy |
+3,317
| New | +$307K | 0.08% | 149 |
|
|
2022
Q1 | – | Sell |
-2,584
| Closed | -$248K | – | 248 |
|
|
2021
Q4 | $248K | Buy |
+2,584
| New | +$248K | 0.06% | 171 |
|
|
2019
Q2 | – | Sell |
-113
| Closed | -$6K | – | 607 |
|
|
2019
Q1 | $6K | Hold |
113
| – | – | ﹤0.01% | 735 |
|
|
2018
Q4 | $6K | Sell |
113
-147
| -57% | -$7.81K | ﹤0.01% | 702 |
|
|
2018
Q3 | $15K | Hold |
260
| – | – | 0.01% | 426 |
|
|
2018
Q2 | $16K | Sell |
260
-240
| -48% | -$14.8K | 0.01% | 414 |
|
|
2018
Q1 | $28K | Buy |
500
+240
| +92% | +$13.4K | 0.01% | 313 |
|
|
2017
Q4 | $16K | Buy |
+260
| New | +$16K | 0.01% | 401 |
|