LWAM
Legacy Wealth Asset Management’s monday.com MNDY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $792K | Buy |
2,518
+139
| +6% | +$43.7K | 0.2% | 132 |
|
|
2025
Q1 | $578K | Sell |
2,379
-32
| -1% | -$7.78K | 0.16% | 213 |
|
|
2024
Q4 | $568K | Sell |
2,411
-21
| -0.9% | -$4.94K | 0.15% | 215 |
|
|
2024
Q3 | $676K | Sell |
2,432
-12
| -0.5% | -$3.33K | 0.18% | 182 |
|
|
2024
Q2 | $588K | Buy |
+2,444
| New | +$588K | 0.17% | 195 |
|