Allworth Financial’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 | $51.3K | Buy |
163
+112
| +220% | +$35.2K | ﹤0.01% | 1918 |
|
|
2025
Q1 | $13.6K | Buy |
51
+10
| +24% | +$2.66K | ﹤0.01% | 2283 |
|
|
2024
Q4 | $10.4K | Hold |
41
| – | – | ﹤0.01% | 2418 |
|
|
2024
Q3 | $11.4K | Hold |
41
| – | – | ﹤0.01% | 2200 |
|
|
2024
Q2 | $9.38K | Hold |
41
| – | – | ﹤0.01% | 2247 |
|
|
2024
Q1 | $9.26K | Buy |
+41
| New | +$9.26K | ﹤0.01% | 2145 |
|