Carson Wealth (CWM LLC)’s MongoDB MDB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.56M | Buy |
16,967
+13,360
| +370% | +$2.81M | 0.01% | 705 |
|
|
2025
Q1 | $633K | Buy |
3,607
+289
| +9% | +$50.7K | ﹤0.01% | 1359 |
|
|
2024
Q4 | $772K | Buy |
3,318
+49
| +1% | +$11.4K | ﹤0.01% | 1208 |
|
|
2024
Q3 | $884K | Buy |
3,269
+156
| +5% | +$42.2K | ﹤0.01% | 1109 |
|
|
2024
Q2 | $778K | Buy |
3,113
+219
| +8% | +$54.7K | ﹤0.01% | 1025 |
|
|
2024
Q1 | $1.04M | Buy |
2,894
+214
| +8% | +$76.8K | 0.01% | 837 |
|
|
2023
Q4 | $1.1M | Buy |
2,680
+89
| +3% | +$36.4K | 0.01% | 768 |
|
|
2023
Q3 | $896K | Buy |
2,591
+196
| +8% | +$67.8K | 0.01% | 792 |
|
|
2023
Q2 | $984K | Buy |
2,395
+160
| +7% | +$65.7K | 0.01% | 721 |
|
|
2023
Q1 | $521K | Buy |
2,235
+52
| +2% | +$12.1K | ﹤0.01% | 879 |
|
|
2022
Q4 | $430K | Buy |
2,183
+39
| +2% | +$7.68K | ﹤0.01% | 857 |
|
|
2022
Q3 | $426K | Buy |
2,144
+55
| +3% | +$10.9K | ﹤0.01% | 797 |
|
|
2022
Q2 | $542K | Buy |
2,089
+60
| +3% | +$15.6K | ﹤0.01% | 710 |
|
|
2022
Q1 | $900K | Sell |
2,029
-301
| -13% | -$134K | 0.01% | 583 |
|
|
2021
Q4 | $1.23M | Buy |
+2,330
| New | +$1.23M | 0.01% | 531 |
|
|
2021
Q2 | $835K | Hold |
2,309
| – | – | 0.01% | 594 |
|
|
2021
Q1 | $835K | Hold |
2,309
| – | – | 0.01% | 594 |
|
|
2020
Q4 | $835K | Hold |
2,309
| – | – | 0.01% | 594 |
|
|
2020
Q3 | $835K | Hold |
2,309
| – | – | 0.01% | 594 |
|
|
2020
Q2 | $835K | Hold |
2,309
| – | – | 0.01% | 594 |
|
|
2020
Q1 | $835K | Hold |
2,309
| – | – | 0.01% | 594 |
|
|
2019
Q4 | $835K | Hold |
2,309
| – | – | 0.01% | 594 |
|
|
2019
Q3 | $835K | Hold |
2,309
| – | – | 0.01% | 594 |
|
|
2019
Q2 | $835K | Hold |
2,309
| – | – | 0.01% | 594 |
|
|
2019
Q1 | $835K | Buy |
2,309
+2,209
| +2,209% | +$799K | 0.01% | 594 |
|
|
2018
Q4 | $8K | Hold |
100
| – | – | ﹤0.01% | 1405 |
|
|
2018
Q3 | $8K | Hold |
100
| – | – | ﹤0.01% | 1221 |
|
|
2018
Q2 | $5K | Buy |
+100
| New | +$5K | ﹤0.01% | 1197 |
|