Carson Wealth (CWM LLC)’s monday.com MNDY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $66K | Buy |
210
+50
| +31% | +$15.7K | ﹤0.01% | 3058 |
|
|
2025
Q1 | $39K | Sell |
160
-107
| -40% | -$26.1K | ﹤0.01% | 3185 |
|
|
2024
Q4 | $63K | Buy |
267
+223
| +507% | +$52.6K | ﹤0.01% | 2617 |
|
|
2024
Q3 | $12K | Sell |
44
-4
| -8% | -$1.09K | ﹤0.01% | 3677 |
|
|
2024
Q2 | $12K | Sell |
48
-46
| -49% | -$11.5K | ﹤0.01% | 3439 |
|
|
2024
Q1 | $21K | Buy |
94
+21
| +29% | +$4.69K | ﹤0.01% | 2878 |
|
|
2023
Q4 | $14K | Buy |
73
+69
| +1,725% | +$13.2K | ﹤0.01% | 2988 |
|
|
2023
Q3 | $1K | Buy |
4
+1
| +33% | +$250 | ﹤0.01% | 4014 |
|
|
2023
Q2 | $1K | Buy |
+3
| New | +$1K | ﹤0.01% | 3995 |
|