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 |
|