Corient Private Wealth’s MongoDB MDB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $791K | Buy |
3,765
+2,077
| +123% | +$436K | ﹤0.01% | 1550 |
|
|
2025
Q1 | $296K | Sell |
1,688
-1,068
| -39% | -$187K | ﹤0.01% | 1856 |
|
|
2024
Q4 | $642K | Sell |
2,756
-257
| -9% | -$59.9K | ﹤0.01% | 1499 |
|
|
2024
Q3 | $815K | Buy |
3,013
+554
| +23% | +$150K | ﹤0.01% | 1478 |
|
|
2024
Q2 | $615K | Sell |
2,459
-82
| -3% | -$20.5K | ﹤0.01% | 1533 |
|
|
2024
Q1 | $911K | Buy |
2,541
+210
| +9% | +$75.3K | ﹤0.01% | 1337 |
|
|
2023
Q4 | $953K | Sell |
2,331
-92
| -4% | -$37.6K | ﹤0.01% | 1300 |
|
|
2023
Q3 | $838K | Buy |
2,423
+136
| +6% | +$47K | ﹤0.01% | 1250 |
|
|
2023
Q2 | $940K | Sell |
2,287
-1,801
| -44% | -$740K | ﹤0.01% | 1177 |
|
|
2023
Q1 | $955K | Buy |
4,088
+2,707
| +196% | +$633K | ﹤0.01% | 1101 |
|
|
2022
Q4 | $274K | Buy |
+1,381
| New | +$274K | ﹤0.01% | 1367 |
|