Creative Planning’s MongoDB MDB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.41M | Buy |
11,488
+3,929
| +52% | +$825K | ﹤0.01% | 1186 |
|
|
2025
Q1 | $1.33M | Buy |
7,559
+129
| +2% | +$22.6K | ﹤0.01% | 1493 |
|
|
2024
Q4 | $1.73M | Sell |
7,430
-9,988
| -57% | -$2.33M | ﹤0.01% | 1230 |
|
|
2024
Q3 | $4.71M | Buy |
17,418
+2,427
| +16% | +$656K | ﹤0.01% | 661 |
|
|
2024
Q2 | $3.75M | Buy |
14,991
+8,019
| +115% | +$2M | ﹤0.01% | 724 |
|
|
2024
Q1 | $2.5M | Buy |
6,972
+1,361
| +24% | +$488K | ﹤0.01% | 879 |
|
|
2023
Q4 | $2.29M | Buy |
5,611
+472
| +9% | +$193K | ﹤0.01% | 867 |
|
|
2023
Q3 | $1.78M | Buy |
5,139
+114
| +2% | +$39.4K | ﹤0.01% | 900 |
|
|
2023
Q2 | $2.07M | Buy |
5,025
+304
| +6% | +$125K | ﹤0.01% | 797 |
|
|
2023
Q1 | $1.1M | Buy |
4,721
+1,416
| +43% | +$330K | ﹤0.01% | 1028 |
|
|
2022
Q4 | $651K | Buy |
3,305
+1,183
| +56% | +$233K | ﹤0.01% | 1268 |
|
|
2022
Q3 | $421K | Buy |
2,122
+206
| +11% | +$40.9K | ﹤0.01% | 1426 |
|
|
2022
Q2 | $497K | Sell |
1,916
-142
| -7% | -$36.8K | ﹤0.01% | 1313 |
|
|
2022
Q1 | $913K | Buy |
2,058
+34
| +2% | +$15.1K | ﹤0.01% | 1030 |
|
|
2021
Q4 | $1.07M | Sell |
2,024
-31
| -2% | -$16.4K | ﹤0.01% | 929 |
|
|
2021
Q3 | $969K | Sell |
2,055
-71
| -3% | -$33.5K | ﹤0.01% | 967 |
|
|
2021
Q2 | $769K | Sell |
2,126
-3,146
| -60% | -$1.14M | ﹤0.01% | 1050 |
|
|
2021
Q1 | $1.41M | Buy |
5,272
+1,184
| +29% | +$317K | ﹤0.01% | 861 |
|
|
2020
Q4 | $1.47M | Sell |
4,088
-2,223
| -35% | -$798K | ﹤0.01% | 777 |
|
|
2020
Q3 | $1.46M | Buy |
6,311
+5,392
| +587% | +$1.25M | ﹤0.01% | 669 |
|
|
2020
Q2 | $208K | Buy |
+919
| New | +$208K | ﹤0.01% | 1485 |
|
|
2020
Q1 | – | Sell |
-2,370
| Closed | -$312K | – | 1848 |
|
|
2019
Q4 | $312K | Sell |
2,370
-50
| -2% | -$6.58K | ﹤0.01% | 1373 |
|
|
2019
Q3 | $292K | Buy |
2,420
+495
| +26% | +$59.7K | ﹤0.01% | 1372 |
|
|
2019
Q2 | $293K | Sell |
1,925
-731
| -28% | -$111K | ﹤0.01% | 1384 |
|
|
2019
Q1 | $390K | Buy |
2,656
+244
| +10% | +$35.8K | ﹤0.01% | 1172 |
|
|
2018
Q4 | $202K | Buy |
+2,412
| New | +$202K | ﹤0.01% | 1476 |
|