Charles Schwab’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 | $9.03M | Buy |
28,720
+3,181
| +12% | +$1M | ﹤0.01% | 2067 |
|
|
2025
Q1 | $6.21M | Buy |
25,539
+603
| +2% | +$147K | ﹤0.01% | 2179 |
|
|
2024
Q4 | $5.87M | Buy |
24,936
+897
| +4% | +$211K | ﹤0.01% | 2264 |
|
|
2024
Q3 | $6.68M | Buy |
24,039
+1,353
| +6% | +$376K | ﹤0.01% | 2223 |
|
|
2024
Q2 | $5.46M | Buy |
22,686
+5,641
| +33% | +$1.36M | ﹤0.01% | 2321 |
|
|
2024
Q1 | $3.85M | Buy |
17,045
+1,276
| +8% | +$288K | ﹤0.01% | 2380 |
|
|
2023
Q4 | $2.96M | Buy |
15,769
+2,893
| +22% | +$543K | ﹤0.01% | 2505 |
|
|
2023
Q3 | $2.05M | Buy |
12,876
+2,043
| +19% | +$325K | ﹤0.01% | 2589 |
|
|
2023
Q2 | $1.85M | Buy |
+10,833
| New | +$1.85M | ﹤0.01% | 2572 |
|