Geneos Wealth 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 | $1.57K | Buy |
+5
| New | +$1.57K | ﹤0.01% | 2875 |
|
|
2025
Q1 | – | Sell |
-31
| Closed | -$7.3K | – | 3135 |
|
|
2024
Q4 | $7.3K | Sell |
31
-2
| -6% | -$471 | ﹤0.01% | 2184 |
|
|
2024
Q3 | $9.17K | Buy |
+33
| New | +$9.17K | ﹤0.01% | 1872 |
|
|
2024
Q2 | – | Sell |
-3
| Closed | -$678 | – | 2140 |
|
|
2024
Q1 | $678 | Buy |
+3
| New | +$678 | ﹤0.01% | 2087 |
|