Financial Advocates Investment 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 | – | Sell |
-940
| Closed | -$229K | – | 695 |
|
|
2025
Q1 | $229K | Sell |
940
-90
| -9% | -$21.9K | 0.02% | 643 |
|
|
2024
Q4 | $243K | Sell |
1,030
-171
| -14% | -$40.3K | 0.01% | 651 |
|
|
2024
Q3 | $334K | Sell |
1,201
-284
| -19% | -$78.9K | 0.02% | 566 |
|
|
2024
Q2 | $358K | Buy |
1,485
+248
| +20% | +$59.7K | 0.02% | 532 |
|
|
2024
Q1 | $279K | Buy |
+1,237
| New | +$279K | 0.02% | 611 |
|