Spire 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 | $193K | Buy |
615
+43
| +8% | +$13.5K | 0.01% | 774 |
|
|
2025
Q1 | $139K | Buy |
572
+42
| +8% | +$10.2K | ﹤0.01% | 926 |
|
|
2024
Q4 | $125K | Buy |
+530
| New | +$125K | ﹤0.01% | 960 |
|
|
2024
Q2 | – | Sell |
-110
| Closed | -$24.8K | – | 2329 |
|
|
2024
Q1 | $24.8K | Sell |
110
-3,916
| -97% | -$885K | ﹤0.01% | 1440 |
|
|
2023
Q4 | $788K | Buy |
+4,026
| New | +$788K | 0.03% | 415 |
|