Cambridge Investment Research Advisors’s monday.com MNDY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
2025
Q4
$403K Sell
2025
Q3
$667K Buy
2025
Q2
$1.02M Sell
2025
Q1
$991K Buy
2024
Q4
$955K Sell
2024
Q3
$1.13M Buy
2024
Q2
$533K Hold
2024
Q1
$500K Buy
2023
Q4
$378K Buy
2023
Q3
$287K Buy
2023
Q2
$308K Hold
2023
Q1
$257K Hold
2022
Q4
$220K Buy
2022
Q3
$204K Buy