AE Wealth 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 | $926K | Sell |
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|
2025
Q2 | $673K | Sell |
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|
2025
Q1 | $625K | Sell |
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|
2024
Q4 | $995K | Sell |
|
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|
2024
Q3 | $1.29M | Sell |
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|
2024
Q2 | $1.38M | Buy |
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|
2024
Q1 | $1.26M | Sell |
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|
2023
Q4 | $1.8M | Buy |
|
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|
2023
Q3 | $1.1M | Buy |
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|
2023
Q2 | $1.29M | Buy |
|
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $908K | Sell |
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|
2021
Q4 | $1.32M | Sell |
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|
2021
Q3 | $1.35M | Buy |
|
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|
2021
Q2 | $1.04M | Sell |
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|
2021
Q1 | $1.04M | Sell |
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|
2020
Q4 | $1.52M | Sell |
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|
2020
Q3 | $1.22M | Sell |
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|
2020
Q2 | $2.36M | Sell |
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|
2020
Q1 | $2.17M | Sell |
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|
2019
Q4 | $2.3M | Buy |
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|
2019
Q3 | $1.8M | Buy |
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|
2019
Q2 | $1.35M | Buy |
|