Regent Peak Wealth 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
Q1 | $261K | Buy |
4,464
+528
| +13% | +$30.9K | 0.06% | 134 |
|
2024
Q4 | $207K | Buy |
+3,936
| New | +$207K | 0.05% | 164 |
|
2024
Q2 | – | Sell |
-3,806
| Closed | -$226K | – | 173 |
|
2024
Q1 | $226K | Buy |
3,806
+16
| +0.4% | +$948 | 0.06% | 148 |
|
2023
Q4 | $218K | Buy |
+3,790
| New | +$218K | 0.06% | 147 |
|
2023
Q3 | – | Sell |
-3,708
| Closed | -$213K | – | 165 |
|
2023
Q2 | $213K | Sell |
3,708
-12
| -0.3% | -$689 | 0.06% | 143 |
|
2023
Q1 | $201K | Buy |
+3,720
| New | +$201K | 0.06% | 154 |
|
2021
Q1 | – | Sell |
-3,014
| Closed | -$139K | – | 651 |
|
2020
Q4 | $139K | Buy |
+3,014
| New | +$139K | 0.05% | 177 |
|