Creative Planning’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 | $1.47M | Buy |
4,674
+672
| +17% | +$211K | ﹤0.01% | 1549 |
|
|
2025
Q1 | $973K | Buy |
4,002
+1,353
| +51% | +$329K | ﹤0.01% | 1736 |
|
|
2024
Q4 | $624K | Buy |
2,649
+1,230
| +87% | +$290K | ﹤0.01% | 2025 |
|
|
2024
Q3 | $394K | Sell |
1,419
-928
| -40% | -$258K | ﹤0.01% | 2307 |
|
|
2024
Q2 | $565K | Sell |
2,347
-140
| -6% | -$33.7K | ﹤0.01% | 1840 |
|
|
2024
Q1 | $562K | Buy |
2,487
+257
| +12% | +$58K | ﹤0.01% | 1768 |
|
|
2023
Q4 | $419K | Buy |
2,230
+426
| +24% | +$80K | ﹤0.01% | 1825 |
|
|
2023
Q3 | $287K | Sell |
1,804
-146
| -7% | -$23.2K | ﹤0.01% | 1971 |
|
|
2023
Q2 | $334K | Buy |
1,950
+150
| +8% | +$25.7K | ﹤0.01% | 1818 |
|
|
2023
Q1 | $257K | Buy |
1,800
+14
| +0.8% | +$2K | ﹤0.01% | 1927 |
|
|
2022
Q4 | $218K | Buy |
+1,786
| New | +$218K | ﹤0.01% | 1961 |
|
|
2022
Q2 | – | Sell |
-1,358
| Closed | -$215K | – | 2332 |
|
|
2022
Q1 | $215K | Buy |
1,358
+577
| +74% | +$91.4K | ﹤0.01% | 1848 |
|
|
2021
Q4 | $241K | Buy |
+781
| New | +$241K | ﹤0.01% | 1767 |
|