LPL Financial’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 | $5.99M | Buy |
19,045
+6,167
| +48% | +$1.94M | ﹤0.01% | 2161 |
|
|
2025
Q1 | $3.13M | Sell |
12,878
-4,527
| -26% | -$1.1M | ﹤0.01% | 2529 |
|
|
2024
Q4 | $4.1M | Buy |
17,405
+1,605
| +10% | +$378K | ﹤0.01% | 2227 |
|
|
2024
Q3 | $4.39M | Sell |
15,800
-856
| -5% | -$238K | ﹤0.01% | 2087 |
|
|
2024
Q2 | $4.01M | Buy |
16,656
+236
| +1% | +$56.8K | ﹤0.01% | 2021 |
|
|
2024
Q1 | $3.71M | Buy |
16,420
+10,492
| +177% | +$2.37M | ﹤0.01% | 2008 |
|
|
2023
Q4 | $1.11M | Buy |
5,928
+1,755
| +42% | +$330K | ﹤0.01% | 2926 |
|
|
2023
Q3 | $664K | Buy |
4,173
+387
| +10% | +$61.6K | ﹤0.01% | 3235 |
|
|
2023
Q2 | $648K | Sell |
3,786
-933
| -20% | -$160K | ﹤0.01% | 3193 |
|
|
2023
Q1 | $674K | Buy |
4,719
+2,311
| +96% | +$330K | ﹤0.01% | 3090 |
|
|
2022
Q4 | $294K | Buy |
+2,408
| New | +$294K | ﹤0.01% | 3642 |
|