Steward Partners Investment Advisory’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 | $145K | Buy |
461
+6
| +1% | +$1.89K | ﹤0.01% | 1909 |
|
|
2025
Q1 | $111K | Buy |
455
+170
| +60% | +$41.3K | ﹤0.01% | 1959 |
|
|
2024
Q4 | $67.1K | Sell |
285
-3
| -1% | -$706 | ﹤0.01% | 2180 |
|
|
2024
Q3 | $80K | Hold |
288
| – | – | ﹤0.01% | 1995 |
|
|
2024
Q2 | $69.3K | Buy |
288
+219
| +317% | +$52.7K | ﹤0.01% | 1941 |
|
|
2024
Q1 | $15.6K | Buy |
69
+6
| +10% | +$1.36K | ﹤0.01% | 2635 |
|
|
2023
Q4 | $11.8K | Buy |
63
+23
| +58% | +$4.32K | ﹤0.01% | 2632 |
|
|
2023
Q3 | $6.37K | Sell |
40
-21
| -34% | -$3.34K | ﹤0.01% | 2744 |
|
|
2023
Q2 | $10.4K | Hold |
61
| – | – | ﹤0.01% | 2558 |
|
|
2023
Q1 | $8.71K | Buy |
61
+25
| +69% | +$3.57K | ﹤0.01% | 2590 |
|
|
2022
Q4 | $4.39K | Hold |
36
| – | – | ﹤0.01% | 2815 |
|
|
2022
Q3 | $4K | Buy |
36
+27
| +300% | +$3K | ﹤0.01% | 2865 |
|
|
2022
Q2 | $1K | Hold |
9
| – | – | ﹤0.01% | 3136 |
|
|
2022
Q1 | $1K | Buy |
+9
| New | +$1K | ﹤0.01% | 3198 |
|