PWAG
Polaris Wealth Advisory Group’s Monster Beverage MNST Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.02M | Buy |
19,326
+3,156
| +20% | +$167K | 0.08% | 117 |
|
|
2023
Q2 | $929K | Sell |
16,170
-904
| -5% | -$51.9K | 0.07% | 111 |
|
|
2023
Q1 | $922K | Buy |
17,074
+1,207
| +8% | +$65.2K | 0.07% | 119 |
|
|
2022
Q4 | $1.61M | Sell |
15,867
-2,036
| -11% | -$207K | 0.12% | 97 |
|
|
2022
Q3 | $1.63M | Buy |
17,903
+440
| +3% | +$40.1K | 0.14% | 86 |
|
|
2022
Q2 | $1.62M | Buy |
+17,463
| New | +$1.62M | 0.13% | 79 |
|
|
2021
Q2 | – | Sell |
-7,569
| Closed | -$721K | – | 194 |
|
|
2021
Q1 | $721K | Buy |
+7,569
| New | +$721K | 0.05% | 104 |
|