NewEdge 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
$21.1K Sell
67
-44
-40% -$13.8K ﹤0.01% 2940
2025
Q1
$27K Buy
111
+106
+2,120% +$25.8K ﹤0.01% 2756
2024
Q4
$1.18K Buy
+5
New +$1.18K ﹤0.01% 3541
2024
Q3
Sell
-1,827
Closed -$440K 3893
2024
Q2
$440K Sell
1,827
-2,196
-55% -$529K ﹤0.01% 1490
2024
Q1
$909K Buy
4,023
+47
+1% +$10.6K 0.01% 1045
2023
Q4
$859K Buy
+3,976
New +$859K 0.01% 1010
2022
Q1
Sell
-979
Closed -$303K 1435
2021
Q4
$303K Buy
+979
New +$303K ﹤0.01% 1324