Bell 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 | $15.7K | Buy |
50
+11
| +28% | +$3.46K | ﹤0.01% | 499 |
|
|
2025
Q1 | $9.48K | Hold |
39
| – | – | ﹤0.01% | 628 |
|
|
2024
Q4 | $9.18K | Buy |
39
+3
| +8% | +$706 | ﹤0.01% | 635 |
|
|
2024
Q3 | $10K | Hold |
36
| – | – | ﹤0.01% | 626 |
|
|
2024
Q2 | $8.67K | Buy |
36
+5
| +16% | +$1.2K | ﹤0.01% | 670 |
|
|
2024
Q1 | $7K | Buy |
31
+2
| +7% | +$452 | ﹤0.01% | 737 |
|
|
2023
Q4 | $5.45K | Sell |
29
-6
| -17% | -$1.13K | ﹤0.01% | 833 |
|
|
2023
Q3 | $5.57K | Sell |
35
-2
| -5% | -$318 | ﹤0.01% | 749 |
|
|
2023
Q2 | $6.34K | Buy |
37
+14
| +61% | +$2.4K | ﹤0.01% | 703 |
|
|
2023
Q1 | $3.28K | Buy |
23
+9
| +64% | +$1.29K | ﹤0.01% | 993 |
|
|
2022
Q4 | $1.71K | Sell |
14
-4
| -22% | -$488 | ﹤0.01% | 1371 |
|
|
2022
Q3 | $2K | Sell |
18
-12
| -40% | -$1.33K | ﹤0.01% | 1155 |
|
|
2022
Q2 | $3K | Buy |
+30
| New | +$3K | ﹤0.01% | 975 |
|