Creative Planning’s monday.com MNDY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $717K | Sell |
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|
2025
Q2 | $1.47M | Buy |
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|
2025
Q1 | $973K | Buy |
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|
2024
Q4 | $624K | Buy |
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|
2024
Q3 | $394K | Sell |
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|
2024
Q2 | $565K | Sell |
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|
2024
Q1 | $562K | Buy |
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|
2023
Q4 | $419K | Buy |
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|
2023
Q3 | $287K | Sell |
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|
2023
Q2 | $334K | Buy |
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|
2023
Q1 | $257K | Buy |
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|
2022
Q4 | $218K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $215K | Buy |
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|
2021
Q4 | $241K | Buy |
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