Integrated Wealth Concepts’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	$358K	Buy	+1,139	New	+$358K	﹤0.01%	1467
2024 Q4	–	Sell	-826	Closed	-$230K	–	1760
2024 Q3	$230K	Sell	826 -9	-1%	-$2.5K	﹤0.01%	1496
2024 Q2	$201K	Buy	+835	New	+$201K	﹤0.01%	1526