Advisors Asset Management’s monday.com MNDY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$134K Sell
425
-43
-9% -$13.5K ﹤0.01% 1166
2025
Q1
$114K Buy
468
+14
+3% +$3.4K ﹤0.01% 1178
2024
Q4
$107K Sell
454
-61
-12% -$14.4K ﹤0.01% 1215
2024
Q3
$143K Sell
515
-111
-18% -$30.8K ﹤0.01% 1167
2024
Q2
$151K Sell
626
-22
-3% -$5.3K ﹤0.01% 1154
2024
Q1
$146K Buy
648
+21
+3% +$4.74K ﹤0.01% 1183
2023
Q4
$118K Buy
627
+79
+14% +$14.8K ﹤0.01% 1182
2023
Q3
$87.3K Buy
548
+160
+41% +$25.5K ﹤0.01% 1206
2023
Q2
$66.4K Sell
388
-60
-13% -$10.3K ﹤0.01% 1249
2023
Q1
$64K Buy
448
+65
+17% +$9.28K ﹤0.01% 1273
2022
Q4
$46.7K Buy
383
+81
+27% +$9.88K ﹤0.01% 1346
2022
Q3
$34K Sell
302
-20
-6% -$2.25K ﹤0.01% 1394
2022
Q2
$33K Sell
322
-7
-2% -$717 ﹤0.01% 1420
2022
Q1
$52K Buy
+329
New +$52K ﹤0.01% 1412