Circle Wealth Management’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
$785K Buy
2,495
+553
+28% +$174K 0.02% 136
2025
Q1
$472K Buy
+1,942
New +$472K 0.01% 165