STA
Summit Trail Advisors’s monday.com MNDY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.3M | Sell |
38,960
-20,982
| -35% | -$6.6M | 0.21% | 60 |
|
|
2025
Q1 | $14.6M | Buy |
59,942
+9,529
| +19% | +$2.32M | 0.48% | 22 |
|
|
2024
Q4 | $11.9M | Sell |
50,413
-1,994
| -4% | -$469K | 0.44% | 26 |
|
|
2024
Q3 | $14.6M | Sell |
52,407
-1,065
| -2% | -$296K | 0.36% | 37 |
|
|
2024
Q2 | $12.9M | Sell |
53,472
-1,576
| -3% | -$379K | 0.34% | 37 |
|
|
2024
Q1 | $12.4M | Buy |
55,048
+39,929
| +264% | +$9.02M | 0.33% | 38 |
|
|
2023
Q4 | $2.84M | Sell |
15,119
-7,589
| -33% | -$1.43M | 0.09% | 84 |
|
|
2023
Q3 | $3.62M | Buy |
22,708
+5,561
| +32% | +$885K | 0.13% | 61 |
|
|
2023
Q2 | $2.94M | Buy |
17,147
+4,685
| +38% | +$802K | 0.11% | 77 |
|
|
2023
Q1 | $1.78M | Buy |
12,462
+8,145
| +189% | +$1.16M | 0.07% | 92 |
|
|
2022
Q4 | $527K | Hold |
4,317
| – | – | 0.02% | 177 |
|
|
2022
Q3 | $489K | Sell |
4,317
-318
| -7% | -$36K | 0.03% | 180 |
|
|
2022
Q2 | $478K | Buy |
+4,635
| New | +$478K | 0.03% | 197 |
|
|
2022
Q1 | – | Sell |
-36,735
| Closed | -$11.3M | – | 357 |
|
|
2021
Q4 | $11.3M | Buy |
36,735
+22,692
| +162% | +$7.01M | 0.73% | 33 |
|
|
2021
Q3 | $4.58M | Buy |
+14,043
| New | +$4.58M | 0.34% | 53 |
|