AE Wealth 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 | $212K | Buy |
+673
| New | +$212K | ﹤0.01% | 1281 |
|
|
2024
Q1 | – | Sell |
-3,012
| Closed | -$628K | – | 1668 |
|
|
2023
Q4 | $628K | Sell |
3,012
-802
| -21% | -$167K | ﹤0.01% | 1323 |
|
|
2023
Q3 | $607K | Sell |
3,814
-1,504
| -28% | -$239K | ﹤0.01% | 1284 |
|
|
2023
Q2 | $911K | Buy |
5,318
+1,377
| +35% | +$236K | 0.01% | 1123 |
|
|
2023
Q1 | $563K | Sell |
3,941
-1,778
| -31% | -$254K | ﹤0.01% | 1292 |
|
|
2022
Q4 | $698K | Buy |
+5,719
| New | +$698K | 0.01% | 1138 |
|
|
2022
Q1 | – | Sell |
-2,031
| Closed | -$627K | – | 1760 |
|
|
2021
Q4 | $627K | Buy |
+2,031
| New | +$627K | ﹤0.01% | 1167 |
|