WANY
Wealthspire Advisors (New York)’s Monster Beverage MNST Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $330K | Buy |
5,276
+1,185
| +29% | +$74.2K | ﹤0.01% | 641 |
|
2025
Q1 | $239K | Sell |
4,091
-5
| -0.1% | -$293 | ﹤0.01% | 699 |
|
2024
Q4 | $215K | Buy |
4,096
+166
| +4% | +$8.72K | ﹤0.01% | 732 |
|
2024
Q3 | $205K | Buy |
+3,930
| New | +$205K | ﹤0.01% | 706 |
|
2024
Q2 | – | Sell |
-4,870
| Closed | -$289K | – | 684 |
|
2024
Q1 | $289K | Sell |
4,870
-821
| -14% | -$48.7K | ﹤0.01% | 529 |
|
2023
Q4 | $328K | Buy |
+5,691
| New | +$328K | ﹤0.01% | 503 |
|
2021
Q2 | – | Sell |
-6,151
| Closed | -$560K | – | 552 |
|
2021
Q1 | $560K | Buy |
6,151
+1,462
| +31% | +$133K | 0.01% | 363 |
|
2020
Q4 | $434K | Buy |
4,689
+1,237
| +36% | +$114K | 0.01% | 333 |
|
2020
Q3 | $277K | Buy |
3,452
+76
| +2% | +$6.1K | 0.02% | 242 |
|
2020
Q2 | $234K | Sell |
3,376
-785
| -19% | -$54.4K | 0.02% | 237 |
|
2020
Q1 | $234K | Buy |
+4,161
| New | +$234K | 0.01% | 446 |
|
2019
Q1 | – | Sell |
-423
| Closed | -$21K | – | 514 |
|
2018
Q4 | $21K | Buy |
+423
| New | +$21K | ﹤0.01% | 331 |
|