Clearstead 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 | $51.9K | Hold |
165
| – | – | ﹤0.01% | 1277 |
|
|
2025
Q1 | $40.1K | Sell |
165
-3
| -2% | -$729 | ﹤0.01% | 1223 |
|
|
2024
Q4 | $39.6K | Sell |
168
-346
| -67% | -$81.5K | ﹤0.01% | 1216 |
|
|
2024
Q3 | $143K | Buy |
514
+140
| +37% | +$38.9K | ﹤0.01% | 942 |
|
|
2024
Q2 | $90K | Buy |
374
+74
| +25% | +$17.8K | ﹤0.01% | 1018 |
|
|
2024
Q1 | $54.4K | Buy |
300
+40
| +15% | +$7.25K | ﹤0.01% | 740 |
|
|
2023
Q4 | $48.8K | Buy |
+260
| New | +$48.8K | ﹤0.01% | 740 |
|