Avior 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 | $563K | Hold |
1,791
| – | – | 0.02% | 405 |
|
|
2025
Q1 | $436K | Sell |
1,791
-627
| -26% | -$152K | 0.02% | 443 |
|
|
2024
Q4 | $569K | Sell |
2,418
-193
| -7% | -$45.4K | 0.02% | 410 |
|
|
2024
Q3 | $725K | Buy |
2,611
+67
| +3% | +$18.6K | 0.03% | 359 |
|
|
2024
Q2 | $612K | Buy |
2,544
+17
| +0.7% | +$4.09K | 0.03% | 382 |
|
|
2024
Q1 | $571K | Buy |
2,527
+285
| +13% | +$64.4K | 0.03% | 406 |
|
|
2023
Q4 | $421K | Buy |
+2,242
| New | +$421K | 0.03% | 377 |
|