Northwestern Mutual Wealth Management’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 | $410K | Buy |
1,304
+34
| +3% | +$10.7K | ﹤0.01% | 1456 |
|
|
2025
Q1 | $309K | Sell |
1,270
-60
| -5% | -$14.6K | ﹤0.01% | 1496 |
|
|
2024
Q4 | $313K | Buy |
1,330
+70
| +6% | +$16.5K | ﹤0.01% | 1481 |
|
|
2024
Q3 | $350K | Buy |
1,260
+21
| +2% | +$5.83K | ﹤0.01% | 1436 |
|
|
2024
Q2 | $298K | Buy |
1,239
+1
| +0.1% | +$241 | ﹤0.01% | 1432 |
|
|
2024
Q1 | $280K | Hold |
1,238
| – | – | ﹤0.01% | 1439 |
|
|
2023
Q4 | $233K | Hold |
1,238
| – | – | ﹤0.01% | 1454 |
|
|
2023
Q3 | $197K | Buy |
1,238
+361
| +41% | +$57.5K | ﹤0.01% | 1460 |
|
|
2023
Q2 | $150K | Buy |
877
+302
| +53% | +$51.7K | ﹤0.01% | 1572 |
|
|
2023
Q1 | $82.1K | Buy |
575
+291
| +102% | +$41.5K | ﹤0.01% | 1761 |
|
|
2022
Q4 | $34.6K | Hold |
284
| – | – | ﹤0.01% | 2036 |
|
|
2022
Q3 | $32K | Hold |
284
| – | – | ﹤0.01% | 2045 |
|
|
2022
Q2 | $29K | Hold |
284
| – | – | ﹤0.01% | 2099 |
|
|
2022
Q1 | $45K | Hold |
284
| – | – | ﹤0.01% | 1996 |
|
|
2021
Q4 | $88K | Buy |
284
+185
| +187% | +$57.3K | ﹤0.01% | 1760 |
|
|
2021
Q3 | $32K | Buy |
+99
| New | +$32K | ﹤0.01% | 2056 |
|