Oppenheimer & Co’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
$1.45M Sell
4,609
-34
-0.7% -$10.7K 0.02% 691
2025
Q1
$1.13M Sell
4,643
-2,122
-31% -$516K 0.02% 752
2024
Q4
$1.59M Buy
6,765
+1,318
+24% +$310K 0.02% 620
2024
Q3
$1.51M Sell
5,447
-1,519
-22% -$422K 0.02% 637
2024
Q2
$1.68M Buy
6,966
+3,890
+126% +$937K 0.03% 591
2024
Q1
$695K Sell
3,076
-888
-22% -$201K 0.01% 884
2023
Q4
$744K Buy
3,964
+1,718
+76% +$323K 0.01% 824
2023
Q3
$358K Buy
2,246
+689
+44% +$110K 0.01% 1074
2023
Q2
$267K Buy
+1,557
New +$267K 0.01% 1203