Envestnet Portfolio 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
Q2 | $447K | Buy |
1,420
+231
| +19% | +$72.6K | ﹤0.01% | 1150 |
|
|
2025
Q1 | $289K | Sell |
1,189
-2,811
| -70% | -$684K | ﹤0.01% | 1306 |
|
|
2024
Q4 | $942K | Buy |
4,000
+89
| +2% | +$21K | ﹤0.01% | 952 |
|
|
2024
Q3 | $1.09M | Sell |
3,911
-693
| -15% | -$192K | ﹤0.01% | 864 |
|
|
2024
Q2 | $1.11M | Sell |
4,604
-728
| -14% | -$175K | ﹤0.01% | 827 |
|
|
2024
Q1 | $1.2M | Buy |
+5,332
| New | +$1.2M | ﹤0.01% | 792 |
|