Cambridge Investment Research 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 | $1.02M | Sell |
3,253
-824
| -20% | -$259K | ﹤0.01% | 1926 |
|
2025
Q1 | $991K | Buy |
4,077
+19
| +0.5% | +$4.62K | ﹤0.01% | 1870 |
|
2024
Q4 | $955K | Sell |
4,058
-17
| -0.4% | -$4K | ﹤0.01% | 1913 |
|
2024
Q3 | $1.13M | Buy |
4,075
+1,861
| +84% | +$517K | ﹤0.01% | 1777 |
|
2024
Q2 | $533K | Hold |
2,214
| – | – | ﹤0.01% | 2251 |
|
2024
Q1 | $500K | Buy |
2,214
+199
| +10% | +$44.9K | ﹤0.01% | 2274 |
|
2023
Q4 | $378K | Buy |
2,015
+213
| +12% | +$40K | ﹤0.01% | 2423 |
|
2023
Q3 | $287K | Buy |
1,802
+2
| +0.1% | +$319 | ﹤0.01% | 2520 |
|
2023
Q2 | $308K | Hold |
1,800
| – | – | ﹤0.01% | 2505 |
|
2023
Q1 | $257K | Hold |
1,800
| – | – | ﹤0.01% | 2618 |
|
2022
Q4 | $220K | Buy |
1,800
+4
| +0.2% | +$489 | ﹤0.01% | 2675 |
|
2022
Q3 | $204K | Buy |
+1,796
| New | +$204K | ﹤0.01% | 2687 |
|