Sheets Smith 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
$513K Buy
+1,630
New +$513K 0.06% 280
2024
Q4
Sell
-2,045
Closed -$568K 388
2024
Q3
$568K Hold
2,045
0.07% 232
2024
Q2
$492K Buy
+2,045
New +$492K 0.06% 244