AE Wealth Management’s MongoDB MDB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $673K | Sell |
3,207
-357
| -10% | -$75K | ﹤0.01% | 827 |
|
|
2025
Q1 | $625K | Sell |
3,564
-712
| -17% | -$125K | 0.01% | 851 |
|
|
2024
Q4 | $995K | Sell |
4,276
-499
| -10% | -$116K | 0.01% | 698 |
|
|
2024
Q3 | $1.29M | Sell |
4,775
-748
| -14% | -$202K | 0.01% | 646 |
|
|
2024
Q2 | $1.38M | Buy |
5,523
+2,017
| +58% | +$504K | 0.01% | 626 |
|
|
2024
Q1 | $1.26M | Sell |
3,506
-1,055
| -23% | -$378K | 0.01% | 605 |
|
|
2023
Q4 | $1.8M | Buy |
4,561
+1,391
| +44% | +$550K | 0.01% | 938 |
|
|
2023
Q3 | $1.1M | Buy |
3,170
+21
| +0.7% | +$7.26K | 0.01% | 1052 |
|
|
2023
Q2 | $1.29M | Buy |
+3,149
| New | +$1.29M | 0.01% | 990 |
|
|
2022
Q2 | – | Sell |
-2,046
| Closed | -$908K | – | 1784 |
|
|
2022
Q1 | $908K | Sell |
2,046
-457
| -18% | -$203K | 0.01% | 948 |
|
|
2021
Q4 | $1.33M | Sell |
2,503
-369
| -13% | -$195K | 0.01% | 835 |
|
|
2021
Q3 | $1.35M | Buy |
2,872
+5
| +0.2% | +$2.36K | 0.01% | 771 |
|
|
2021
Q2 | $1.04M | Sell |
2,867
-1,036
| -27% | -$374K | 0.01% | 823 |
|
|
2021
Q1 | $1.04M | Sell |
3,903
-324
| -8% | -$86.7K | 0.01% | 748 |
|
|
2020
Q4 | $1.52M | Sell |
4,227
-1,032
| -20% | -$371K | 0.02% | 577 |
|
|
2020
Q3 | $1.22M | Sell |
5,259
-5,158
| -50% | -$1.19M | 0.02% | 577 |
|
|
2020
Q2 | $2.36M | Sell |
10,417
-5,473
| -34% | -$1.24M | 0.04% | 361 |
|
|
2020
Q1 | $2.17M | Sell |
15,890
-1,590
| -9% | -$217K | 0.05% | 292 |
|
|
2019
Q4 | $2.3M | Buy |
17,480
+2,502
| +17% | +$329K | 0.05% | 312 |
|
|
2019
Q3 | $1.81M | Buy |
14,978
+6,115
| +69% | +$737K | 0.05% | 297 |
|
|
2019
Q2 | $1.35M | Buy |
+8,863
| New | +$1.35M | 0.04% | 323 |
|