OneDigital 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
$443K Sell
7,078
-3,060
-30% -$192K ﹤0.01% 954
2025
Q1
$593K Sell
10,138
-9,371
-48% -$548K 0.01% 797
2024
Q4
$1.03M Buy
19,509
+1,148
+6% +$60.3K 0.01% 629
2024
Q3
$958K Sell
18,361
-979
-5% -$51.1K 0.01% 669
2024
Q2
$966K Buy
19,340
+2,535
+15% +$127K 0.01% 631
2024
Q1
$996K Buy
16,805
+2,249
+15% +$133K 0.02% 512
2023
Q4
$839K Buy
14,556
+1,081
+8% +$62.3K 0.01% 534
2023
Q3
$714K Buy
13,475
+1,410
+12% +$74.7K 0.02% 528
2023
Q2
$693K Buy
12,065
+207
+2% +$11.9K 0.02% 518
2023
Q1
$640K Sell
11,858
-1,920
-14% -$104K 0.02% 528
2022
Q4
$699K Sell
13,778
-356
-3% -$18.1K 0.02% 438
2022
Q3
$615K Buy
14,134
+618
+5% +$26.9K 0.02% 404
2022
Q2
$626K Buy
13,516
+1,912
+16% +$88.6K 0.03% 366
2022
Q1
$464K Buy
11,604
+1,712
+17% +$68.5K 0.02% 456
2021
Q4
$475K Buy
9,892
+2,068
+26% +$99.3K 0.02% 448
2021
Q3
$348K Buy
7,824
+1,160
+17% +$51.6K 0.01% 525
2021
Q2
$304K Buy
6,664
+1,118
+20% +$51K 0.01% 548
2021
Q1
$253K Buy
+5,546
New +$253K 0.01% 546
2019
Q3
Sell
-2,640
Closed -$84K 889
2019
Q2
$84K Hold
2,640
0.01% 483
2019
Q1
$72K Sell
2,640
-308
-10% -$8.4K 0.01% 429
2018
Q4
$73K Sell
2,948
-80
-3% -$1.98K 0.01% 392
2018
Q3
$88K Hold
3,028
0.02% 294
2018
Q2
$87K Buy
3,028
+24
+0.8% +$690 0.02% 363
2018
Q1
$86K Hold
3,004
0.02% 382
2017
Q4
$95K Sell
3,004
-1,288
-30% -$40.7K 0.01% 349
2017
Q3
$119K Buy
4,292
+34
+0.8% +$943 0.04% 203
2017
Q2
$106K Buy
+4,258
New +$106K 0.03% 301