Allworth Financial’s MongoDB MDB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $199K | Buy |
948
+389
| +70% | +$81.7K | ﹤0.01% | 1172 |
|
|
2025
Q1 | $96.8K | Sell |
559
-21
| -4% | -$3.64K | ﹤0.01% | 1241 |
|
|
2024
Q4 | $151K | Buy |
580
+10
| +2% | +$2.61K | ﹤0.01% | 1060 |
|
|
2024
Q3 | $154K | Buy |
570
+21
| +4% | +$5.68K | ﹤0.01% | 903 |
|
|
2024
Q2 | $138K | Sell |
549
-6
| -1% | -$1.51K | ﹤0.01% | 945 |
|
|
2024
Q1 | $199K | Buy |
555
+35
| +7% | +$12.6K | ﹤0.01% | 785 |
|
|
2023
Q4 | $213K | Buy |
520
+18
| +4% | +$7.37K | ﹤0.01% | 713 |
|
|
2023
Q3 | $174K | Buy |
502
+7
| +1% | +$2.42K | ﹤0.01% | 726 |
|
|
2023
Q2 | $203K | Sell |
495
-20
| -4% | -$8.22K | ﹤0.01% | 696 |
|
|
2023
Q1 | $120K | Buy |
515
+7
| +1% | +$1.63K | ﹤0.01% | 798 |
|
|
2022
Q4 | $100K | Buy |
508
+58
| +13% | +$11.4K | ﹤0.01% | 816 |
|
|
2022
Q3 | $89K | Sell |
450
-68
| -13% | -$13.4K | ﹤0.01% | 799 |
|
|
2022
Q2 | $134K | Buy |
518
+93
| +22% | +$24.1K | ﹤0.01% | 644 |
|
|
2022
Q1 | $189K | Sell |
425
-26
| -6% | -$11.6K | ﹤0.01% | 565 |
|
|
2021
Q4 | $239K | Buy |
451
+20
| +5% | +$10.6K | ﹤0.01% | 492 |
|
|
2021
Q3 | $203K | Buy |
+431
| New | +$203K | ﹤0.01% | 480 |
|
|
2021
Q1 | – | Sell |
-10
| Closed | -$4K | – | 1567 |
|
|
2020
Q4 | $4K | Buy |
+10
| New | +$4K | ﹤0.01% | 1029 |
|