CAPTRUST Financial 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 | $2.12M | Buy |
6,731
+698
| +12% | +$220K | ﹤0.01% | 945 |
|
|
2025
Q1 | $1.47M | Sell |
6,033
-1,008
| -14% | -$245K | ﹤0.01% | 1068 |
|
|
2024
Q4 | $1.66M | Buy |
7,041
+85
| +1% | +$20K | ﹤0.01% | 968 |
|
|
2024
Q3 | $1.93M | Sell |
6,956
-204
| -3% | -$56.7K | 0.01% | 866 |
|
|
2024
Q2 | $1.72M | Buy |
7,160
+1,734
| +32% | +$417K | 0.01% | 884 |
|
|
2024
Q1 | $1.23M | Buy |
5,426
+2,749
| +103% | +$621K | ﹤0.01% | 1021 |
|
|
2023
Q4 | $503K | Buy |
2,677
+90
| +3% | +$16.9K | ﹤0.01% | 1735 |
|
|
2023
Q3 | $412K | Buy |
+2,587
| New | +$412K | ﹤0.01% | 1775 |
|
|
2021
Q4 | – | Sell |
-30
| Closed | -$10K | – | 4854 |
|
|
2021
Q3 | $10K | Buy |
+30
| New | +$10K | ﹤0.01% | 3614 |
|