LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s Monster Beverage MNST Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $11.2K | Hold |
178
| – | – | ﹤0.01% | 479 |
|
2025
Q1 | $10.5K | Hold |
178
| – | – | ﹤0.01% | 479 |
|
2024
Q4 | $8.78K | Hold |
178
| – | – | ﹤0.01% | 492 |
|
2024
Q3 | $9.51K | Hold |
178
| – | – | ﹤0.01% | 499 |
|
2024
Q2 | $8.99K | Hold |
178
| – | – | ﹤0.01% | 496 |
|
2024
Q1 | $9.54K | Hold |
178
| – | – | ﹤0.01% | 497 |
|
2023
Q4 | $9.79K | Hold |
178
| – | – | ﹤0.01% | 497 |
|
2023
Q3 | $9.37K | Hold |
178
| – | – | ﹤0.01% | 520 |
|
2023
Q2 | $10.2K | Hold |
178
| – | – | ﹤0.01% | 540 |
|
2023
Q1 | $9.61K | Buy |
178
+89
| +100% | +$4.81K | ﹤0.01% | 516 |
|
2022
Q4 | $9.04K | Hold |
89
| – | – | ﹤0.01% | 507 |
|
2022
Q3 | $8K | Hold |
89
| – | – | ﹤0.01% | 538 |
|
2022
Q2 | $8K | Hold |
89
| – | – | ﹤0.01% | 559 |
|
2022
Q1 | $7K | Hold |
89
| – | – | ﹤0.01% | 566 |
|
2021
Q4 | $9K | Hold |
89
| – | – | ﹤0.01% | 617 |
|
2021
Q3 | $8K | Sell |
89
-46
| -34% | -$4.14K | ﹤0.01% | 624 |
|
2021
Q2 | $12K | Buy |
+135
| New | +$12K | ﹤0.01% | 604 |
|
2021
Q1 | – | Sell |
-89
| Closed | -$8K | – | 545 |
|
2020
Q4 | $8K | Hold |
89
| – | – | ﹤0.01% | 611 |
|
2020
Q3 | $7K | Hold |
89
| – | – | ﹤0.01% | 529 |
|
2020
Q2 | $6K | Hold |
89
| – | – | ﹤0.01% | 532 |
|
2020
Q1 | $5K | Hold |
89
| – | – | ﹤0.01% | 584 |
|
2019
Q4 | $6K | Sell |
89
-45
| -34% | -$3.03K | ﹤0.01% | 602 |
|
2019
Q3 | $8K | Hold |
134
| – | – | ﹤0.01% | 586 |
|
2019
Q2 | $9K | Buy |
134
+89
| +198% | +$5.98K | ﹤0.01% | 569 |
|
2019
Q1 | $2K | Hold |
45
| – | – | ﹤0.01% | 647 |
|
2018
Q4 | $2K | Hold |
45
| – | – | ﹤0.01% | 635 |
|
2018
Q3 | $3K | Hold |
45
| – | – | ﹤0.01% | 584 |
|
2018
Q2 | $3K | Hold |
45
| – | – | ﹤0.01% | 596 |
|
2018
Q1 | $3K | Hold |
45
| – | – | ﹤0.01% | 643 |
|
2017
Q4 | $3K | Hold |
45
| – | – | ﹤0.01% | 627 |
|
2017
Q3 | $2K | Buy |
+45
| New | +$2K | ﹤0.01% | 656 |
|