Advisory Research’s monday.com MNDY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-13,639
| Closed | -$2.56M | – | 261 |
|
|
2023
Q4 | $2.56M | Sell |
13,639
-813
| -6% | -$153K | 0.4% | 64 |
|
|
2023
Q3 | $2.3M | Buy |
14,452
+1,747
| +14% | +$278K | 0.32% | 82 |
|
|
2023
Q2 | $2.18M | Buy |
+12,705
| New | +$2.18M | 0.28% | 99 |
|
|
2022
Q4 | – | Sell |
-1,835
| Closed | -$208K | – | 392 |
|
|
2022
Q3 | $208K | Sell |
1,835
-464
| -20% | -$52.6K | 0.02% | 302 |
|
|
2022
Q2 | $237K | Buy |
+2,299
| New | +$237K | 0.02% | 299 |
|