PFWA
Paces Ferry Wealth Advisors’s Monster Beverage MNST Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $549K | Sell |
8,764
-456
| -5% | -$28.6K | 0.25% | 58 |
|
|
2025
Q1 | $540K | Sell |
9,220
-20
| -0.2% | -$1.17K | 0.27% | 56 |
|
|
2024
Q4 | $486K | Sell |
9,240
-485
| -5% | -$25.5K | 0.24% | 58 |
|
|
2024
Q3 | $507K | Buy |
9,725
+149
| +2% | +$7.77K | 0.29% | 56 |
|
|
2024
Q2 | $478K | Sell |
9,576
-105
| -1% | -$5.25K | 0.29% | 60 |
|
|
2024
Q1 | $574K | Sell |
9,681
-535
| -5% | -$31.7K | 0.37% | 52 |
|
|
2023
Q4 | $589K | Sell |
10,216
-168
| -2% | -$9.68K | 0.41% | 53 |
|
|
2023
Q3 | $550K | Sell |
10,384
-164
| -2% | -$8.68K | 0.44% | 48 |
|
|
2023
Q2 | $606K | Sell |
10,548
-47
| -0.4% | -$2.7K | 0.45% | 48 |
|
|
2023
Q1 | $572K | Buy |
10,595
+5,259
| +99% | +$284K | 0.46% | 48 |
|
|
2022
Q4 | $542K | Sell |
5,336
-372
| -7% | -$37.8K | 0.53% | 40 |
|
|
2022
Q3 | $496K | Sell |
5,708
-1
| -0% | -$87 | 0.54% | 43 |
|
|
2022
Q2 | $529K | Buy |
5,709
+61
| +1% | +$5.65K | 0.52% | 43 |
|
|
2022
Q1 | $451K | Sell |
5,648
-255
| -4% | -$20.4K | 0.36% | 58 |
|
|
2021
Q4 | $567K | Sell |
5,903
-297
| -5% | -$28.5K | 0.41% | 51 |
|
|
2021
Q3 | $551K | Sell |
6,200
-74
| -1% | -$6.58K | 0.44% | 55 |
|
|
2021
Q2 | $573K | Sell |
6,274
-96
| -2% | -$8.77K | 0.44% | 51 |
|
|
2021
Q1 | $580K | Sell |
6,370
-43
| -0.7% | -$3.92K | 0.5% | 49 |
|
|
2020
Q4 | $593K | Sell |
6,413
-340
| -5% | -$31.4K | 0.54% | 47 |
|
|
2020
Q3 | $542K | Buy |
+6,753
| New | +$542K | 0.47% | 44 |
|