Mount Yale 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 | $1.68M | Buy |
5,335
+95
| +2% | +$29.9K | 0.13% | 136 |
|
|
2025
Q1 | $1.27M | Sell |
5,240
-136
| -3% | -$33.1K | 0.11% | 160 |
|
|
2024
Q4 | $1.27M | Sell |
5,376
-303
| -5% | -$71.3K | 0.1% | 168 |
|
|
2024
Q3 | $1.58M | Sell |
5,679
-665
| -10% | -$185K | 0.15% | 146 |
|
|
2024
Q2 | $1.53M | Sell |
6,344
-334
| -5% | -$80.4K | 0.12% | 162 |
|
|
2024
Q1 | $1.51M | Buy |
+6,678
| New | +$1.51M | 0.12% | 164 |
|