Valeo Financial 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
Q2 | $451K | Buy |
7,192
+629
| +10% | +$39.4K | 0.01% | 478 |
|
|
2025
Q1 | $384K | Sell |
6,563
-859
| -12% | -$50.3K | 0.01% | 473 |
|
|
2024
Q4 | $390K | Sell |
7,422
-1,245
| -14% | -$65.4K | 0.01% | 460 |
|
|
2024
Q3 | $452K | Buy |
8,667
+3,218
| +59% | +$168K | 0.01% | 427 |
|
|
2024
Q2 | $272K | Sell |
5,449
-1,611
| -23% | -$80.5K | 0.01% | 531 |
|
|
2024
Q1 | $384K | Sell |
7,060
-1,488
| -17% | -$80.8K | 0.01% | 441 |
|
|
2023
Q4 | $492K | Sell |
8,548
-1,366
| -14% | -$78.7K | 0.02% | 372 |
|
|
2023
Q3 | $525K | Buy |
9,914
+3,328
| +51% | +$176K | 0.02% | 321 |
|
|
2023
Q2 | $378K | Sell |
6,586
-154
| -2% | -$8.85K | 0.02% | 373 |
|
|
2023
Q1 | $364K | Buy |
+6,740
| New | +$364K | 0.02% | 391 |
|
|
2021
Q2 | – | Sell |
-2,410
| Closed | -$110K | – | 1208 |
|
|
2021
Q1 | $110K | Buy |
2,410
+78
| +3% | +$3.56K | 0.01% | 567 |
|
|
2020
Q4 | $108K | Hold |
2,332
| – | – | 0.01% | 533 |
|
|
2020
Q3 | $94K | Sell |
2,332
-284
| -11% | -$11.4K | 0.01% | 473 |
|
|
2020
Q2 | $91K | Buy |
2,616
+284
| +12% | +$9.88K | 0.01% | 508 |
|
|
2020
Q1 | $71K | Hold |
2,332
| – | – | 0.01% | 493 |
|
|
2019
Q4 | $74K | Hold |
2,332
| – | – | 0.01% | 518 |
|
|
2019
Q3 | $68K | Hold |
2,332
| – | – | 0.01% | 517 |
|
|
2019
Q2 | $74K | Sell |
2,332
-714
| -23% | -$22.7K | 0.01% | 497 |
|
|
2019
Q1 | $83K | Sell |
3,046
-2,034
| -40% | -$55.4K | 0.01% | 443 |
|
|
2018
Q4 | $125K | Sell |
5,080
-2,544
| -33% | -$62.6K | 0.02% | 336 |
|
|
2018
Q3 | $201K | Buy |
7,624
+1,630
| +27% | +$43K | 0.03% | 276 |
|
|
2018
Q2 | $181K | Sell |
5,994
-802
| -12% | -$24.2K | 0.03% | 294 |
|
|
2018
Q1 | $194K | Sell |
6,796
-930
| -12% | -$26.5K | 0.03% | 256 |
|
|
2017
Q4 | $244K | Buy |
7,726
+1,598
| +26% | +$50.5K | 0.04% | 214 |
|
|
2017
Q3 | $169K | Buy |
+6,128
| New | +$169K | 0.04% | 219 |
|