Clearstead Advisors’s monday.com MNDY Stock Holding History

Clearstead Advisors’s Portfolio MNDY Stock Details MNDY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell
2025 Q2	$51.9K	Hold
2025 Q1	$40.1K	Sell
2024 Q4	$39.6K	Sell
2024 Q3	$143K	Buy
2024 Q2	$90K	Buy
2024 Q1	$54.4K	Buy
2023 Q4	$48.8K	Buy