Root Financial Partners’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
Sell
-4,474
Closed -$262K 261
2025
Q1
$262K Sell
4,474
-1,771
-28% -$104K 0.03% 172
2024
Q4
$328K Buy
6,245
+192
+3% +$10.1K 0.04% 148
2024
Q3
$316K Sell
6,053
-1,790
-23% -$93.4K 0.05% 122
2024
Q2
$392K Sell
7,843
-2,364
-23% -$118K 0.09% 81
2024
Q1
$605K Buy
10,207
+62
+0.6% +$3.68K 0.18% 49
2023
Q4
$584K Sell
10,145
-163
-2% -$9.39K 0.22% 45
2023
Q3
$546K Sell
10,308
-4
-0% -$212 0.29% 40
2023
Q2
$592K Buy
10,312
+734
+8% +$42.2K 0.35% 35
2023
Q1
$517K Buy
+9,578
New +$517K 0.37% 40