Advisors Asset Management’s MongoDB MDB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $269K | Buy |
1,279
+915
| +251% | +$192K | ﹤0.01% | 1064 |
|
|
2025
Q1 | $63.8K | Buy |
364
+14
| +4% | +$2.46K | ﹤0.01% | 1260 |
|
|
2024
Q4 | $81.5K | Sell |
350
-10
| -3% | -$2.33K | ﹤0.01% | 1258 |
|
|
2024
Q3 | $97.3K | Buy |
360
+2
| +0.6% | +$541 | ﹤0.01% | 1231 |
|
|
2024
Q2 | $89.5K | Buy |
358
+34
| +10% | +$8.5K | ﹤0.01% | 1215 |
|
|
2024
Q1 | $116K | Buy |
324
+37
| +13% | +$13.3K | ﹤0.01% | 1197 |
|
|
2023
Q4 | $117K | Buy |
287
+27
| +10% | +$11K | ﹤0.01% | 1183 |
|
|
2023
Q3 | $89.9K | Buy |
260
+15
| +6% | +$5.19K | ﹤0.01% | 1204 |
|
|
2023
Q2 | $101K | Sell |
245
-109
| -31% | -$44.8K | ﹤0.01% | 1205 |
|
|
2023
Q1 | $82.5K | Sell |
354
-196
| -36% | -$45.7K | ﹤0.01% | 1245 |
|
|
2022
Q4 | $108K | Sell |
550
-161
| -23% | -$31.7K | ﹤0.01% | 1232 |
|
|
2022
Q3 | $141K | Sell |
711
-326
| -31% | -$64.7K | ﹤0.01% | 1206 |
|
|
2022
Q2 | $269K | Sell |
1,037
-492
| -32% | -$128K | 0.01% | 1089 |
|
|
2022
Q1 | $678K | Sell |
1,529
-107
| -7% | -$47.4K | 0.01% | 920 |
|
|
2021
Q4 | $866K | Buy |
1,636
+232
| +17% | +$123K | 0.01% | 861 |
|
|
2021
Q3 | $662K | Buy |
1,404
+191
| +16% | +$90.1K | 0.01% | 929 |
|
|
2021
Q2 | $439K | Buy |
1,213
+341
| +39% | +$123K | 0.01% | 1049 |
|
|
2021
Q1 | $233K | Buy |
872
+444
| +104% | +$119K | ﹤0.01% | 1184 |
|
|
2020
Q4 | $154K | Sell |
428
-152
| -26% | -$54.7K | ﹤0.01% | 1286 |
|
|
2020
Q3 | $134K | Buy |
+580
| New | +$134K | ﹤0.01% | 1264 |
|