Cerity Partners’s MongoDB MDB Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.57M | Buy |
12,215
+2,697
| +28% | +$566K | ﹤0.01% | 1097 |
|
2025
Q1 | $1.67M | Sell |
9,518
-156
| -2% | -$27.4K | ﹤0.01% | 1200 |
|
2024
Q4 | $2.39M | Buy |
9,674
+580
| +6% | +$143K | 0.01% | 1025 |
|
2024
Q3 | $2.46M | Buy |
9,094
+695
| +8% | +$188K | 0.01% | 996 |
|
2024
Q2 | $2.1M | Buy |
8,399
+786
| +10% | +$196K | 0.01% | 890 |
|
2024
Q1 | $2.73M | Buy |
7,613
+2,015
| +36% | +$723K | 0.01% | 855 |
|
2023
Q4 | $2.29M | Buy |
5,598
+716
| +15% | +$293K | 0.01% | 732 |
|
2023
Q3 | $1.69M | Buy |
4,882
+1,275
| +35% | +$441K | 0.01% | 621 |
|
2023
Q2 | $1.48M | Buy |
3,607
+1,899
| +111% | +$780K | 0.01% | 808 |
|
2023
Q1 | $4.33M | Sell |
1,708
-1
| -0.1% | -$2.54K | 0.01% | 521 |
|
2022
Q4 | $337K | Buy |
1,709
+603
| +55% | +$119K | ﹤0.01% | 1098 |
|
2022
Q3 | $220K | Buy |
1,106
+35
| +3% | +$6.96K | ﹤0.01% | 1021 |
|
2022
Q2 | $273K | Buy |
1,071
+429
| +67% | +$109K | ﹤0.01% | 941 |
|
2022
Q1 | $285K | Sell |
642
-238
| -27% | -$106K | ﹤0.01% | 742 |
|
2021
Q4 | $467K | Buy |
880
+325
| +59% | +$172K | 0.01% | 612 |
|
2021
Q3 | $262K | Hold |
555
| – | – | 0.01% | 594 |
|
2021
Q2 | $201K | Buy |
+555
| New | +$201K | ﹤0.01% | 678 |
|