TRUE Private 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-7,691
| Closed | -$384K | – | 255 |
|
|
2024
Q2 | $384K | Buy |
7,691
+735
| +11% | +$36.7K | 0.04% | 197 |
|
|
2024
Q1 | $412K | Buy |
6,956
+323
| +5% | +$19.1K | 0.05% | 192 |
|
|
2023
Q4 | $382K | Buy |
6,633
+1,912
| +40% | +$110K | 0.05% | 192 |
|
|
2023
Q3 | $250K | Buy |
+4,721
| New | +$250K | 0.03% | 219 |
|
|
2021
Q2 | – | Sell |
-7,058
| Closed | -$321K | – | 247 |
|
|
2021
Q1 | $321K | Buy |
+7,058
| New | +$321K | 0.05% | 167 |
|