IFP 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 | $260K | Buy |
828
+486
| +142% | +$153K | 0.01% | 1134 |
|
|
2025
Q1 | $83.2K | Sell |
342
-65
| -16% | -$15.8K | ﹤0.01% | 1632 |
|
|
2024
Q4 | $95.8K | Sell |
407
-6
| -1% | -$1.41K | ﹤0.01% | 1485 |
|
|
2024
Q3 | $115K | Sell |
413
-76
| -16% | -$21.1K | ﹤0.01% | 1335 |
|
|
2024
Q2 | $118K | Sell |
489
-16
| -3% | -$3.85K | ﹤0.01% | 1297 |
|
|
2024
Q1 | $114K | Buy |
505
+281
| +125% | +$63.5K | 0.01% | 1234 |
|
|
2023
Q4 | $42.1K | Buy |
224
+77
| +52% | +$14.5K | ﹤0.01% | 1607 |
|
|
2023
Q3 | $23.4K | Sell |
147
-36
| -20% | -$5.73K | ﹤0.01% | 1861 |
|
|
2023
Q2 | $31.3K | Buy |
183
+5
| +3% | +$856 | ﹤0.01% | 1808 |
|
|
2023
Q1 | $31.8K | Sell |
178
-93
| -34% | -$16.6K | ﹤0.01% | 1797 |
|
|
2022
Q4 | $48K | Buy |
271
+6
| +2% | +$1.06K | ﹤0.01% | 2278 |
|
|
2022
Q3 | $47K | Sell |
265
-69
| -21% | -$12.2K | ﹤0.01% | 2417 |
|
|
2022
Q2 | $59K | Hold |
334
| – | – | ﹤0.01% | 2046 |
|
|
2022
Q1 | $59K | Sell |
334
-98
| -23% | -$17.3K | ﹤0.01% | 2046 |
|
|
2021
Q4 | $133K | Buy |
432
+265
| +159% | +$81.6K | ﹤0.01% | 1132 |
|
|
2021
Q3 | $54K | Buy |
+167
| New | +$54K | ﹤0.01% | 1501 |
|