KCM Investment 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 | $1.12M | Buy |
3,567
+700
| +24% | +$220K | 0.04% | 203 |
|
|
2025
Q1 | $697K | Buy |
2,867
+1,458
| +103% | +$355K | 0.03% | 234 |
|
|
2024
Q4 | $332K | Hold |
1,409
| – | – | 0.01% | 299 |
|
|
2024
Q3 | $391K | Hold |
1,409
| – | – | 0.01% | 291 |
|
|
2024
Q2 | $339K | Hold |
1,409
| – | – | 0.01% | 300 |
|
|
2024
Q1 | $318K | Hold |
1,409
| – | – | 0.01% | 314 |
|
|
2023
Q4 | $265K | Hold |
1,409
| – | – | 0.01% | 327 |
|
|
2023
Q3 | $224K | Hold |
1,409
| – | – | 0.01% | 343 |
|
|
2023
Q2 | $241K | Hold |
1,409
| – | – | 0.01% | 358 |
|
|
2023
Q1 | $201K | Sell |
1,409
-836
| -37% | -$119K | 0.01% | 395 |
|
|
2022
Q4 | $274K | Sell |
2,245
-640
| -22% | -$78.1K | 0.01% | 343 |
|
|
2022
Q3 | $327K | Hold |
2,885
| – | – | 0.02% | 299 |
|
|
2022
Q2 | $298K | Buy |
+2,885
| New | +$298K | 0.01% | 329 |
|