Avantax Advisory Services’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	$583K	Sell	1,854 -40	-2%	-$12.6K	﹤0.01%	1493
2025 Q1	$461K	Sell	1,894 -152	-7%	-$37K	﹤0.01%	1555
2024 Q4	$482K	Buy	2,046 +27	+1%	+$6.36K	﹤0.01%	1473
2024 Q3	$561K	Sell	2,019 -804	-28%	-$223K	﹤0.01%	1337
2024 Q2	$680K	Buy	+2,823	New	+$680K	﹤0.01%	1182