Guggenheim Capital’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
-2,018
Closed -$491K 1629
2025
Q1
$491K Sell
2,018
-465
-19% -$113K ﹤0.01% 1211
2024
Q4
$585K Sell
2,483
-1,059
-30% -$249K ﹤0.01% 1198
2024
Q3
$984K Sell
3,542
-851
-19% -$236K 0.01% 1109
2024
Q2
$1.06M Sell
4,393
-258
-6% -$62.1K 0.01% 1090
2024
Q1
$1.05M Sell
4,651
-797
-15% -$180K 0.01% 1167
2023
Q4
$1.02M Buy
5,448
+56
+1% +$10.5K 0.01% 1153
2023
Q3
$859K Sell
5,392
-7,053
-57% -$1.12M 0.01% 1167
2023
Q2
$2.13M Buy
12,445
+950
+8% +$163K 0.02% 829
2023
Q1
$1.64M Buy
11,495
+79
+0.7% +$11.3K 0.01% 922
2022
Q4
$1.39M Sell
11,416
-1,234
-10% -$151K 0.01% 1008
2022
Q3
$1.43M Sell
12,650
-395
-3% -$44.8K 0.01% 976
2022
Q2
$1.35M Sell
13,045
-609
-4% -$62.8K 0.01% 1087
2022
Q1
$2.16M Sell
13,654
-83
-0.6% -$13.1K 0.01% 970
2021
Q4
$4.24M Buy
13,737
+3,129
+29% +$966K 0.02% 750
2021
Q3
$3.46M Buy
+10,608
New +$3.46M 0.02% 806