AssetMark Inc’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
$2.17M Sell
2025
Q2
$2.67M Sell
2025
Q1
$5.03M Buy
2024
Q4
$5.88M Sell
2024
Q3
$6.91M Sell
2024
Q2
$7.19M Buy
2024
Q1
$9.11M Buy
2023
Q4
$9.83M Buy
2023
Q3
$6.55M Buy
2023
Q2
$2.24M Buy
2023
Q1
$1.12M Buy
2022
Q4
$800K Buy
2022
Q3
$698K Buy
2022
Q2
$749K Buy
2022
Q1
$921K Buy
2021
Q4
$317K Buy