Allen Investment Management’s MongoDB MDB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.88M | Sell |
18,493
-94,463
| -84% | -$19.8M | 0.04% | 95 |
|
|
2025
Q1 | $19.8M | Hold |
112,956
| – | – | 0.23% | 58 |
|
|
2024
Q4 | $26.3M | Sell |
112,956
-6,982
| -6% | -$1.63M | 0.3% | 50 |
|
|
2024
Q3 | $32.4M | Sell |
119,938
-6,490
| -5% | -$1.75M | 0.39% | 38 |
|
|
2024
Q2 | $31.6M | Buy |
126,428
+12,698
| +11% | +$3.17M | 0.38% | 39 |
|
|
2024
Q1 | $40.8M | Hold |
113,730
| – | – | 0.51% | 29 |
|
|
2023
Q4 | $46.5M | Sell |
113,730
-21,803
| -16% | -$8.91M | 0.62% | 27 |
|
|
2023
Q3 | $46.9M | Buy |
135,533
+11,198
| +9% | +$3.87M | 0.69% | 24 |
|
|
2023
Q2 | $51.1M | Hold |
124,335
| – | – | 0.75% | 25 |
|
|
2023
Q1 | $29M | Hold |
124,335
| – | – | 0.49% | 31 |
|
|
2022
Q4 | $24.5M | Sell |
124,335
-168
| -0.1% | -$33.1K | 0.39% | 33 |
|
|
2022
Q3 | $24.7M | Sell |
124,503
-182
| -0.1% | -$36.1K | 0.43% | 32 |
|
|
2022
Q2 | $32.4M | Buy |
124,685
+7
| +0% | +$1.82K | 0.52% | 30 |
|
|
2022
Q1 | $55.3M | Hold |
124,678
| – | – | 0.74% | 28 |
|
|
2021
Q4 | $66M | Sell |
124,678
-3,304
| -3% | -$1.75M | 0.83% | 27 |
|
|
2021
Q3 | $60.3M | Hold |
127,982
| – | – | 0.83% | 27 |
|
|
2021
Q2 | $46.3M | Hold |
127,982
| – | – | 0.62% | 30 |
|
|
2021
Q1 | $34.2M | Hold |
127,982
| – | – | 0.53% | 29 |
|
|
2020
Q4 | $46M | Sell |
127,982
-13,784
| -10% | -$4.95M | 0.78% | 26 |
|
|
2020
Q3 | $32.8M | Sell |
141,766
-14,641
| -9% | -$3.39M | 0.61% | 29 |
|
|
2020
Q2 | $35.4M | Sell |
156,407
-4,890
| -3% | -$1.11M | 0.75% | 25 |
|
|
2020
Q1 | $22M | Sell |
161,297
-6,460
| -4% | -$882K | 0.66% | 29 |
|
|
2019
Q4 | $22.1M | Sell |
167,757
-19,005
| -10% | -$2.5M | 0.53% | 33 |
|
|
2019
Q3 | $22.5M | Buy |
186,762
+94,946
| +103% | +$11.4M | 0.59% | 30 |
|
|
2019
Q2 | $14M | Sell |
91,816
-4,101
| -4% | -$624K | 0.4% | 34 |
|
|
2019
Q1 | $14.1M | Sell |
95,917
-4,102
| -4% | -$603K | 0.44% | 32 |
|
|
2018
Q4 | $8.38M | Sell |
100,019
-4,540
| -4% | -$380K | 0.34% | 41 |
|
|
2018
Q3 | $8.53M | Sell |
104,559
-4,207
| -4% | -$343K | 0.29% | 45 |
|
|
2018
Q2 | $5.4M | Buy |
+108,766
| New | +$5.4M | 0.21% | 51 |
|