Corient Private Wealth’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 | $469K | Sell |
1,492
-4
| -0.3% | -$1.26K | ﹤0.01% | 1820 |
|
|
2025
Q1 | $364K | Sell |
1,496
-45
| -3% | -$10.9K | ﹤0.01% | 1751 |
|
|
2024
Q4 | $363K | Buy |
1,541
+138
| +10% | +$32.5K | ﹤0.01% | 1793 |
|
|
2024
Q3 | $390K | Buy |
1,403
+44
| +3% | +$12.2K | ﹤0.01% | 1855 |
|
|
2024
Q2 | $327K | Sell |
1,359
-47
| -3% | -$11.3K | ﹤0.01% | 1848 |
|
|
2024
Q1 | $318K | Buy |
+1,406
| New | +$318K | ﹤0.01% | 1855 |
|