Values First Advisors’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 | $579K | Sell |
1,840
-24
| -1% | -$7.55K | 0.32% | 90 |
|
|
2025
Q1 | $454K | Buy |
1,864
+594
| +47% | +$145K | 0.26% | 104 |
|
|
2024
Q4 | $299K | Sell |
1,270
-1,791
| -59% | -$422K | 0.16% | 140 |
|
|
2024
Q3 | $850K | Buy |
3,061
+32
| +1% | +$8.89K | 0.46% | 60 |
|
|
2024
Q2 | $729K | Sell |
3,029
-738
| -20% | -$178K | 0.44% | 63 |
|
|
2024
Q1 | $851K | Buy |
3,767
+995
| +36% | +$225K | 0.5% | 58 |
|
|
2023
Q4 | $521K | Buy |
+2,772
| New | +$521K | 0.31% | 97 |
|