Capstone Investment Advisors’s MongoDB MDB Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
-6,771
Closed -$1.58M 738
2024
Q4
$1.58M Buy
6,771
+1,204
+22% +$280K ﹤0.01% 302
2024
Q3
$1.51M Buy
5,567
+235
+4% +$63.5K ﹤0.01% 233
2024
Q2
$1.33M Buy
5,332
+3,194
+149% +$798K ﹤0.01% 281
2024
Q1
$767K Buy
+2,138
New +$767K ﹤0.01% 646
2022
Q2
Sell
-476
Closed -$211K 1051
2022
Q1
$211K Buy
+476
New +$211K ﹤0.01% 619
2018
Q3
Sell
-17,600
Closed -$873K 536
2018
Q2
$873K Buy
+17,600
New +$873K 0.01% 193