Steward Partners Investment Advisory’s monday.com MNDY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $69K | Sell |
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|
2025
Q2 | $145K | Buy |
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|
2025
Q1 | $111K | Buy |
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|
2024
Q4 | $67.1K | Sell |
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|
2024
Q3 | $80K | Hold |
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|
2024
Q2 | $69.3K | Buy |
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|
2024
Q1 | $15.6K | Buy |
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|
2023
Q4 | $11.8K | Buy |
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|
2023
Q3 | $6.37K | Sell |
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|
2023
Q2 | $10.4K | Hold |
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|
2023
Q1 | $8.71K | Buy |
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|
2022
Q4 | $4.39K | Hold |
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|
2022
Q3 | $4K | Buy |
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|
2022
Q2 | $1K | Hold |
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|
2022
Q1 | $1K | Buy |
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