Private Trust Company’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
$2.2K Buy
+7
New +$2.2K ﹤0.01% 2249
2025
Q1
Sell
-13
Closed -$3.06K 2527
2024
Q4
$3.06K Buy
13
+4
+44% +$942 ﹤0.01% 2112
2024
Q3
$2.5K Sell
9
-5
-36% -$1.39K ﹤0.01% 2130
2024
Q2
$3.37K Sell
14
-12
-46% -$2.89K ﹤0.01% 2056
2024
Q1
$5.87K Sell
26
-8
-24% -$1.81K ﹤0.01% 1856
2023
Q4
$6.39K Hold
34
﹤0.01% 1825
2023
Q3
$5.41K Buy
34
+11
+48% +$1.75K ﹤0.01% 1839
2023
Q2
$3.94K Buy
+23
New +$3.94K ﹤0.01% 1948