IFP Advisors’s monday.com MNDY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $260K | Buy |
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|
2025
Q1 | $83.2K | Sell |
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|
2024
Q4 | $95.8K | Sell |
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|
2024
Q3 | $115K | Sell |
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|
2024
Q2 | $118K | Sell |
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|
2024
Q1 | $114K | Buy |
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|
2023
Q4 | $42.1K | Buy |
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|
2023
Q3 | $23.4K | Sell |
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|
2023
Q2 | $31.3K | Buy |
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|
2023
Q1 | $31.8K | Sell |
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|
2022
Q4 | $48K | Buy |
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|
2022
Q3 | $47K | Sell |
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|
2022
Q2 | $59K | Hold |
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|
2022
Q1 | $59K | Sell |
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|
2021
Q4 | $133K | Buy |
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|
2021
Q3 | $54K | Buy |
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