Evanson Asset Management’s MongoDB MDB Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
-1,087
Closed -$253K 320
2024
Q4
$253K Sell
1,087
-150
-12% -$34.9K 0.02% 268
2024
Q3
$334K Sell
1,237
-150
-11% -$40.6K 0.02% 229
2024
Q2
$347K Sell
1,387
-150
-10% -$37.5K 0.03% 211
2024
Q1
$551K Sell
1,537
-150
-9% -$53.8K 0.04% 169
2023
Q4
$690K Buy
+1,687
New +$690K 0.06% 135