Summit Trail Advisors’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
Q2 | $12.3M | Sell |
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|
2025
Q1 | $14.6M | Buy |
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|
2024
Q4 | $11.9M | Sell |
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|
2024
Q3 | $14.6M | Sell |
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|
2024
Q2 | $12.9M | Sell |
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|
2024
Q1 | $12.4M | Buy |
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|
2023
Q4 | $2.84M | Sell |
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|
2023
Q3 | $3.62M | Buy |
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|
2023
Q2 | $2.94M | Buy |
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|
2023
Q1 | $1.78M | Buy |
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|
2022
Q4 | $527K | Hold |
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|
2022
Q3 | $489K | Sell |
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|
2022
Q2 | $478K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $11.3M | Buy |
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|
2021
Q3 | $4.58M | Buy |
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