YHB Investment 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
Q2 | – | Sell |
-4,823
| Closed | -$286K | – | 281 |
|
|
2024
Q1 | $286K | Buy |
4,823
+7
| +0.1% | +$415 | 0.03% | 237 |
|
|
2023
Q4 | $277K | Buy |
4,816
+6
| +0.1% | +$346 | 0.03% | 231 |
|
|
2023
Q3 | $255K | Hold |
4,810
| – | – | 0.02% | 240 |
|
|
2023
Q2 | $276K | Hold |
4,810
| – | – | 0.03% | 232 |
|
|
2023
Q1 | $260K | Hold |
4,810
| – | – | 0.03% | 243 |
|
|
2022
Q4 | $244K | Hold |
4,810
| – | – | 0.03% | 254 |
|
|
2022
Q3 | $209K | Hold |
4,810
| – | – | 0.02% | 269 |
|
|
2022
Q2 | $223K | Buy |
+4,810
| New | +$223K | 0.02% | 258 |
|
|
2022
Q1 | – | Sell |
-5,610
| Closed | -$269K | – | 307 |
|
|
2021
Q4 | $269K | Hold |
5,610
| – | – | 0.02% | 276 |
|
|
2021
Q3 | $249K | Hold |
5,610
| – | – | 0.02% | 273 |
|
|
2021
Q2 | $256K | Hold |
5,610
| – | – | 0.02% | 268 |
|
|
2021
Q1 | $275K | Sell |
5,610
-2,150
| -28% | -$105K | 0.02% | 251 |
|
|
2020
Q4 | $359K | Hold |
7,760
| – | – | 0.03% | 215 |
|
|
2020
Q3 | $311K | Buy |
+7,760
| New | +$311K | 0.03% | 210 |
|