AFT Forsyth & Company’s MongoDB MDB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $434K | Sell |
2,065
-507
| -20% | -$106K | 0.22% | 77 |
|
|
2025
Q1 | $451K | Sell |
2,572
-1,005
| -28% | -$176K | 0.24% | 83 |
|
|
2024
Q4 | $833K | Sell |
3,577
-1,240
| -26% | -$289K | 0.41% | 53 |
|
|
2024
Q3 | $1.3M | Sell |
4,817
-15
| -0.3% | -$4.06K | 0.64% | 36 |
|
|
2024
Q2 | $1.21M | Sell |
4,832
-155
| -3% | -$38.7K | 0.59% | 39 |
|
|
2024
Q1 | $1.79M | Buy |
4,987
+450
| +10% | +$161K | 1.02% | 22 |
|
|
2023
Q4 | $1.85M | Buy |
4,537
+941
| +26% | +$385K | 1.17% | 20 |
|
|
2023
Q3 | $1.24M | Buy |
3,596
+271
| +8% | +$93.7K | 0.91% | 32 |
|
|
2023
Q2 | $1.37M | Buy |
3,325
+410
| +14% | +$169K | 0.97% | 30 |
|
|
2023
Q1 | $680K | Buy |
2,915
+85
| +3% | +$19.8K | 0.52% | 58 |
|
|
2022
Q4 | $557K | Hold |
2,830
| – | – | 0.48% | 64 |
|
|
2022
Q3 | $562K | Buy |
2,830
+415
| +17% | +$82.4K | 0.5% | 60 |
|
|
2022
Q2 | $627K | Sell |
2,415
-10
| -0.4% | -$2.6K | 0.51% | 60 |
|
|
2022
Q1 | $1.08M | Sell |
2,425
-1,625
| -40% | -$721K | 0.69% | 41 |
|
|
2021
Q4 | $2.14M | Buy |
4,050
+20
| +0.5% | +$10.6K | 1.1% | 19 |
|
|
2021
Q3 | $1.9M | Buy |
4,030
+190
| +5% | +$89.6K | 1.02% | 24 |
|
|
2021
Q2 | $1.39M | Buy |
3,840
+250
| +7% | +$90.4K | 0.74% | 37 |
|
|
2021
Q1 | $960K | Buy |
3,590
+655
| +22% | +$175K | 0.58% | 57 |
|
|
2020
Q4 | $1.05M | Buy |
2,935
+20
| +0.7% | +$7.18K | 0.66% | 45 |
|
|
2020
Q3 | $675K | Buy |
2,915
+50
| +2% | +$11.6K | 0.5% | 64 |
|
|
2020
Q2 | $648K | Sell |
2,865
-375
| -12% | -$84.8K | 0.55% | 59 |
|
|
2020
Q1 | $442K | Buy |
+3,240
| New | +$442K | 0.44% | 75 |
|
|
2019
Q1 | – | Sell |
-15,975
| Closed | -$1.34M | – | 140 |
|
|
2018
Q4 | $1.34M | Sell |
15,975
-120
| -0.7% | -$10.1K | 1.33% | 20 |
|
|
2018
Q3 | $1.31M | Sell |
16,095
-4,125
| -20% | -$337K | 1.09% | 26 |
|
|
2018
Q2 | $1M | Buy |
+20,220
| New | +$1M | 0.88% | 37 |
|