Advisors Asset Management’s MongoDB MDB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $876K | Buy |
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|
2025
Q2 | $269K | Buy |
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|
2025
Q1 | $63.8K | Buy |
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|
2024
Q4 | $81.5K | Sell |
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|
2024
Q3 | $97.3K | Buy |
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|
2024
Q2 | $89.5K | Buy |
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|
2024
Q1 | $116K | Buy |
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|
2023
Q4 | $117K | Buy |
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|
2023
Q3 | $89.9K | Buy |
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|
2023
Q2 | $101K | Sell |
|
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|
2023
Q1 | $82.5K | Sell |
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|
2022
Q4 | $108K | Sell |
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|
2022
Q3 | $141K | Sell |
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|
2022
Q2 | $269K | Sell |
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|
2022
Q1 | $678K | Sell |
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|
2021
Q4 | $866K | Buy |
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|
2021
Q3 | $662K | Buy |
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|
2021
Q2 | $439K | Buy |
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|
2021
Q1 | $233K | Buy |
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|
2020
Q4 | $154K | Sell |
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|
2020
Q3 | $134K | Buy |
|