Venturi Wealth Management’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	$304K	Sell	967 -21	-2%	-$6.6K	0.02%	418
2025 Q1	$240K	Sell	988 -88	-8%	-$21.4K	0.01%	498
2024 Q4	$253K	Buy	1,076 +76	+8%	+$17.9K	0.01%	489
2024 Q3	$278K	Buy	1,000 +456	+84%	+$127K	0.01%	396
2024 Q2	$131K	Buy	+544	New	+$131K	0.01%	463