AE Wealth Management’s monday.com MNDY Stock Holding History

AE Wealth Management’s Portfolio MNDY Stock Details MNDY Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$240K	Buy
2025 Q2	$212K	Buy
2024 Q1	–	Sell
2023 Q4	$628K	Sell
2023 Q3	$607K	Sell
2023 Q2	$911K	Buy
2023 Q1	$563K	Sell
2022 Q4	$698K	Buy
2022 Q1	–	Sell
2021 Q4	$627K	Buy