Bartlett & Co Wealth 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 | $21K | Hold |
100
| – | – | ﹤0.01% | 803 |
|
|
2025
Q1 | $17.5K | Hold |
100
| – | – | ﹤0.01% | 833 |
|
|
2024
Q4 | $23.3K | Hold |
100
| – | – | ﹤0.01% | 785 |
|
|
2024
Q3 | $27K | Hold |
100
| – | – | ﹤0.01% | 767 |
|
|
2024
Q2 | $25K | Hold |
100
| – | – | ﹤0.01% | 786 |
|
|
2024
Q1 | $35.9K | Hold |
100
| – | – | ﹤0.01% | 715 |
|
|
2023
Q4 | $41.7K | Hold |
100
| – | – | ﹤0.01% | 741 |
|
|
2023
Q3 | $34.6K | Hold |
100
| – | – | ﹤0.01% | 722 |
|
|
2023
Q2 | $41.1K | Hold |
100
| – | – | ﹤0.01% | 708 |
|
|
2023
Q1 | $23.3K | Hold |
100
| – | – | ﹤0.01% | 686 |
|
|
2022
Q4 | $19.7K | Hold |
100
| – | – | ﹤0.01% | 723 |
|
|
2022
Q3 | $19.9K | Sell |
100
-27
| -21% | -$5.36K | ﹤0.01% | 706 |
|
|
2022
Q2 | $33K | Buy |
127
+27
| +27% | +$7.01K | ﹤0.01% | 650 |
|
|
2022
Q1 | $44.4K | Buy |
+100
| New | +$44.4K | ﹤0.01% | 597 |
|
|
2021
Q4 | – | Sell |
-100
| Closed | -$47.2K | – | 683 |
|
|
2021
Q3 | $47.2K | Buy |
+100
| New | +$47.2K | ﹤0.01% | 518 |
|