Plante Moran Financial Advisors’s Monster Beverage MNST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-41
| Closed | -$2.36K | – | 915 |
|
|
2023
Q4 | $2.36K | Buy |
+41
| New | +$2.36K | ﹤0.01% | 710 |
|
|
2023
Q3 | – | Sell |
-185
| Closed | -$10.6K | – | 845 |
|
|
2023
Q2 | $10.6K | Buy |
+185
| New | +$10.6K | ﹤0.01% | 546 |
|
|
2022
Q3 | – | Sell |
-72
| Closed | -$3K | – | 1003 |
|
|
2022
Q2 | $3K | Buy |
+72
| New | +$3K | ﹤0.01% | 775 |
|
|
2022
Q1 | – | Sell |
-160
| Closed | -$8K | – | 939 |
|
|
2021
Q4 | $8K | Sell |
160
-38
| -19% | -$1.9K | ﹤0.01% | 728 |
|
|
2021
Q3 | $9K | Hold |
198
| – | – | ﹤0.01% | 709 |
|
|
2021
Q2 | $9K | Hold |
198
| – | – | ﹤0.01% | 694 |
|
|
2021
Q1 | $9K | Hold |
198
| – | – | ﹤0.01% | 673 |
|
|
2020
Q4 | $9K | Hold |
198
| – | – | ﹤0.01% | 641 |
|
|
2020
Q3 | $8K | Hold |
198
| – | – | ﹤0.01% | 632 |
|
|
2020
Q2 | $7K | Hold |
198
| – | – | ﹤0.01% | 554 |
|
|
2020
Q1 | $6K | Hold |
198
| – | – | ﹤0.01% | 552 |
|
|
2019
Q4 | $6K | Buy |
+198
| New | +$6K | ﹤0.01% | 595 |
|
|
2018
Q3 | – | Sell |
-52
| Closed | -$1K | – | 819 |
|
|
2018
Q2 | $1K | Sell |
52
-206
| -80% | -$3.96K | ﹤0.01% | 770 |
|
|
2018
Q1 | $7K | Buy |
258
+56
| +28% | +$1.52K | ﹤0.01% | 666 |
|
|
2017
Q4 | $6K | Hold |
202
| – | – | ﹤0.01% | 680 |
|
|
2017
Q3 | $6K | Hold |
202
| – | – | ﹤0.01% | 629 |
|
|
2017
Q2 | $5K | Buy |
202
+12
| +6% | +$297 | ﹤0.01% | 665 |
|
|
2017
Q1 | $4K | Buy |
190
+40
| +27% | +$842 | ﹤0.01% | 729 |
|
|
2016
Q4 | $3K | Hold |
150
| – | – | ﹤0.01% | 802 |
|
|
2016
Q3 | $4K | Hold |
150
| – | – | ﹤0.01% | 740 |
|
|
2016
Q2 | $4K | Hold |
150
| – | – | ﹤0.01% | 678 |
|
|
2016
Q1 | $3K | Hold |
150
| – | – | ﹤0.01% | 658 |
|
|
2015
Q4 | $4K | Hold |
150
| – | – | ﹤0.01% | 770 |
|
|
2015
Q3 | $3K | Buy |
+150
| New | +$3K | ﹤0.01% | 641 |
|
|
2015
Q2 | – | Sell |
-150
| Closed | -$3K | – | 735 |
|
|
2015
Q1 | $3K | Hold |
150
| – | – | ﹤0.01% | 651 |
|
|
2014
Q4 | $3K | Hold |
150
| – | – | ﹤0.01% | 725 |
|
|
2014
Q3 | $2K | Sell |
150
-54
| -26% | -$720 | ﹤0.01% | 741 |
|
|
2014
Q2 | $2K | Buy |
204
+150
| +278% | +$1.47K | ﹤0.01% | 767 |
|
|
2014
Q1 | $1K | Hold |
54
| – | – | ﹤0.01% | 586 |
|
|
2013
Q4 | $1K | Hold |
54
| – | – | ﹤0.01% | 656 |
|
|
2013
Q3 | $0 | Buy |
+54
| New | – | ﹤0.01% | 654 |
|