Orion Portfolio Solutions’s monday.com MNDY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$378K Buy
1,555
+266
+21% +$64.7K ﹤0.01% 1528
2024
Q4
$303K Buy
1,289
+214
+20% +$50.4K ﹤0.01% 1554
2024
Q3
$299K Sell
1,075
-5,581
-84% -$1.55M ﹤0.01% 1522
2024
Q2
$1.6M Buy
6,656
+550
+9% +$132K 0.02% 755
2024
Q1
$1.38M Buy
+6,106
New +$1.38M 0.01% 841