Dakota Wealth Management’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 | $564K | Buy |
1,793
+52
| +3% | +$16.4K | 0.01% | 496 |
|
|
2025
Q1 | $423K | Sell |
1,741
-515
| -23% | -$125K | 0.01% | 543 |
|
|
2024
Q4 | $531K | Sell |
2,256
-59
| -3% | -$13.9K | 0.01% | 495 |
|
|
2024
Q3 | $643K | Sell |
2,315
-139
| -6% | -$38.6K | 0.01% | 461 |
|
|
2024
Q2 | $591K | Buy |
2,454
+330
| +16% | +$79.5K | 0.01% | 476 |
|
|
2024
Q1 | $480K | Buy |
+2,124
| New | +$480K | 0.01% | 508 |
|