CIBC Private Wealth Group’s MongoDB MDB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.25M | Sell |
20,225
-99,948
| -83% | -$21M | 0.01% | 453 |
|
|
2025
Q1 | $17.5M | Buy |
120,173
+34,654
| +41% | +$5.05M | 0.04% | 266 |
|
|
2024
Q4 | $21.3M | Buy |
85,519
+8,068
| +10% | +$2.01M | 0.04% | 260 |
|
|
2024
Q3 | $20.9M | Buy |
77,451
+71,359
| +1,171% | +$19.3M | 0.04% | 273 |
|
|
2024
Q2 | $1.58M | Sell |
6,092
-522
| -8% | -$136K | ﹤0.01% | 580 |
|
|
2024
Q1 | $2.36M | Buy |
6,614
+104
| +2% | +$37K | ﹤0.01% | 517 |
|
|
2023
Q4 | $2.66M | Sell |
6,510
-341
| -5% | -$139K | 0.01% | 476 |
|
|
2023
Q3 | $2.37M | Buy |
6,851
+1,370
| +25% | +$474K | 0.01% | 469 |
|
|
2023
Q2 | $2.25M | Buy |
5,481
+380
| +7% | +$156K | ﹤0.01% | 484 |
|
|
2023
Q1 | $1.19M | Sell |
5,101
-323
| -6% | -$75.3K | ﹤0.01% | 579 |
|
|
2022
Q4 | $1.07M | Hold |
5,424
| – | – | ﹤0.01% | 518 |
|
|
2022
Q3 | $1.08M | Sell |
5,424
-250
| -4% | -$49.6K | ﹤0.01% | 578 |
|
|
2022
Q2 | $1.47M | Buy |
5,674
+17
| +0.3% | +$4.41K | ﹤0.01% | 543 |
|
|
2022
Q1 | $2.51M | Sell |
5,657
-115
| -2% | -$51K | 0.01% | 480 |
|
|
2021
Q4 | $3.06M | Buy |
5,772
+250
| +5% | +$132K | 0.01% | 458 |
|
|
2021
Q3 | $2.6M | Sell |
5,522
-250
| -4% | -$118K | 0.01% | 471 |
|
|
2021
Q2 | $2.09M | Sell |
5,772
-100
| -2% | -$36.2K | ﹤0.01% | 524 |
|
|
2021
Q1 | $1.57M | Buy |
5,872
+3
| +0.1% | +$802 | ﹤0.01% | 580 |
|
|
2020
Q4 | $2.11M | Sell |
5,869
-46
| -0.8% | -$16.5K | 0.01% | 504 |
|
|
2020
Q3 | $1.37M | Buy |
+5,915
| New | +$1.37M | ﹤0.01% | 508 |
|
|
2020
Q2 | – | Sell |
-5,912
| Closed | -$807K | – | 721 |
|
|
2020
Q1 | $807K | Buy |
5,912
+125
| +2% | +$17.1K | ﹤0.01% | 545 |
|
|
2019
Q4 | $762K | Buy |
5,787
+77
| +1% | +$10.1K | ﹤0.01% | 635 |
|
|
2019
Q3 | $688K | Hold |
5,710
| – | – | ﹤0.01% | 631 |
|
|
2019
Q2 | $868K | Buy |
5,710
+60
| +1% | +$9.12K | ﹤0.01% | 610 |
|
|
2019
Q1 | $831K | Sell |
5,650
-250
| -4% | -$36.8K | ﹤0.01% | 622 |
|
|
2018
Q4 | $494K | Sell |
5,900
-250
| -4% | -$20.9K | ﹤0.01% | 684 |
|
|
2018
Q3 | $502K | Sell |
6,150
-250
| -4% | -$20.4K | ﹤0.01% | 777 |
|
|
2018
Q2 | $318K | Hold |
6,400
| – | – | ﹤0.01% | 852 |
|
|
2018
Q1 | $278K | Sell |
6,400
-2,800
| -30% | -$122K | ﹤0.01% | 879 |
|
|
2017
Q4 | $273K | Buy |
+9,200
| New | +$273K | ﹤0.01% | 882 |
|