EverSource Wealth Advisors’s monday.com MNDY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $47.2K | Buy |
150
+65
| +76% | +$20.4K | ﹤0.01% | 1641 |
|
|
2025
Q1 | $20.7K | Sell |
85
-41
| -33% | -$9.99K | ﹤0.01% | 1670 |
|
|
2024
Q4 | $29.7K | Buy |
126
+12
| +11% | +$2.83K | ﹤0.01% | 1427 |
|
|
2024
Q3 | $31.7K | Buy |
114
+7
| +7% | +$1.94K | ﹤0.01% | 1262 |
|
|
2024
Q2 | $24.6K | Buy |
107
+15
| +16% | +$3.45K | ﹤0.01% | 1404 |
|
|
2024
Q1 | $17.4K | Hold |
92
| – | – | ﹤0.01% | 1427 |
|
|
2023
Q4 | $17.3K | Sell |
92
-44
| -32% | -$8.26K | ﹤0.01% | 1303 |
|
|
2023
Q3 | $21.7K | Hold |
136
| – | – | ﹤0.01% | 1093 |
|
|
2023
Q2 | $23.3K | Buy |
+136
| New | +$23.3K | ﹤0.01% | 1095 |
|