Equitable Trust’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 | $3.08M | Sell |
9,800
-627
| -6% | -$197K | 0.15% | 121 |
|
|
2025
Q1 | $2.54M | Sell |
10,427
-139
| -1% | -$33.8K | 0.14% | 137 |
|
|
2024
Q4 | $2.49M | Sell |
10,566
-195
| -2% | -$45.9K | 0.14% | 135 |
|
|
2024
Q3 | $2.99M | Sell |
10,761
-142
| -1% | -$39.4K | 0.19% | 113 |
|
|
2024
Q2 | $2.63M | Buy |
10,903
+2,977
| +38% | +$717K | 0.18% | 113 |
|
|
2024
Q1 | $1.79M | Buy |
+7,926
| New | +$1.79M | 0.12% | 139 |
|