AssuredPartners Investment Advisors’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	$301K	Hold	956	–	–	0.07%	186
2025 Q1	$232K	Sell	956 -4	-0.4%	-$973	0.04%	295
2024 Q4	$226K	Buy	+960	New	+$226K	0.04%	303