Corient Private Wealth’s MongoDB MDB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$976K Sell
2025
Q2
$1.29M Buy
2025
Q1
$296K Sell
2024
Q4
$642K Sell
2024
Q3
$815K Buy
2024
Q2
$615K Sell
2024
Q1
$911K Buy
2023
Q4
$953K Sell
2023
Q3
$838K Buy
2023
Q2
$940K Sell
2023
Q1
$955K Buy
2022
Q4
$274K Buy