Coppell Advisory Solutions’s monday.com MNDY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-190
| Closed | -$56.3K | – | 1260 |
|
2024
Q4 | $56.3K | Sell |
190
-86
| -31% | -$25.5K | 0.01% | 549 |
|
2024
Q3 | $75.1K | Sell |
276
-1
| -0.4% | -$272 | 0.01% | 452 |
|
2024
Q2 | $66.7K | Buy |
+277
| New | +$66.7K | 0.01% | 430 |
|
2023
Q4 | $56.2K | Sell |
299
-156
| -34% | -$29.3K | 0.01% | 466 |
|
2023
Q3 | $55.5K | Buy |
455
+143
| +46% | +$17.4K | 0.02% | 282 |
|
2023
Q2 | $52.8K | Buy |
+312
| New | +$52.8K | 0.01% | 346 |
|
2023
Q1 | – | Sell |
-455
| Closed | -$55.5K | – | 725 |
|
2022
Q4 | $55.5K | Buy |
+455
| New | +$55.5K | 0.02% | 285 |
|