YHB Investment Advisors’s Monster Beverage MNST Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-4,823	Closed	-$286K	–	281
2024 Q1	$286K	Buy	4,823 +7	+0.1%	+$402	0.03%	237
2023 Q4	$277K	Buy	4,816 +6	+0.1%	+$321	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	+$209K	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%	-$96.3K	0.02%	251
2020 Q4	$359K	Hold	7,760	–	–	0.03%	215
2020 Q3	$311K	Buy	+7,760	New	+$307K	0.03%	210