Mount Yale Investment Advisors’s Monster Beverage MNST Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$348K Buy
5,557
+13
+0.2% +$814 0.03% 419
2025
Q1
$324K Sell
5,544
-18,613
-77% -$1.09M 0.03% 412
2024
Q4
$1.27M Sell
24,157
-1,614
-6% -$84.8K 0.1% 166
2024
Q3
$1.34M Sell
25,771
-5,930
-19% -$309K 0.13% 163
2024
Q2
$1.58M Buy
31,701
+24,678
+351% +$1.23M 0.13% 158
2024
Q1
$416K Buy
7,023
+298
+4% +$17.7K 0.03% 390
2023
Q4
$387K Buy
6,725
+1,115
+20% +$64.2K 0.04% 369
2023
Q3
$297K Sell
5,610
-22
-0.4% -$1.17K 0.03% 394
2023
Q2
$324K Buy
+5,632
New +$324K 0.03% 376
2018
Q4
Sell
-572
Closed -$16K 588
2018
Q3
$16K Hold
572
﹤0.01% 816
2018
Q2
$16K Hold
572
﹤0.01% 827
2018
Q1
$16K Buy
+572
New +$16K ﹤0.01% 801