Cornerstone Planning Group’s MongoDB MDB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.14K Sell
5
-25
-83% -$5.71K ﹤0.01% 1083
2025
Q1
$4.88K Buy
30
+7
+30% +$1.14K ﹤0.01% 742
2024
Q4
$6.09K Sell
23
-2
-8% -$529 ﹤0.01% 538
2024
Q3
$6.88K Sell
25
-11
-31% -$3.03K ﹤0.01% 498
2024
Q2
$7.97K Sell
36
-5
-12% -$1.11K ﹤0.01% 488
2024
Q1
$14.9K Buy
41
+7
+21% +$2.54K ﹤0.01% 338
2023
Q4
$13.9K Sell
34
-3
-8% -$1.23K ﹤0.01% 372
2023
Q3
$12.8K Buy
37
+1
+3% +$346 ﹤0.01% 378
2023
Q2
$14.8K Buy
+36
New +$14.8K 0.01% 520