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