Farther Finance Advisors’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
$116K Buy
369
+158
+75% +$49.7K ﹤0.01% 1680
2025
Q1
$55.3K Buy
211
+52
+33% +$13.6K ﹤0.01% 1846
2024
Q4
$37.4K Hold
159
﹤0.01% 1799
2024
Q3
$44.2K Sell
159
-326
-67% -$90.7K ﹤0.01% 1717
2024
Q2
$116K Buy
485
+460
+1,840% +$110K 0.01% 1069
2024
Q1
$5.53K Buy
25
+23
+1,150% +$5.08K ﹤0.01% 2023
2023
Q4
$376 Buy
+2
New +$376 ﹤0.01% 3065
2023
Q1
Sell
-3
Closed -$366 2408
2022
Q4
$366 Buy
+3
New +$366 ﹤0.01% 1894