Financial Perspectives’s MongoDB MDB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $146K | Hold |
697
| – | – | 0.04% | 179 |
|
|
2025
Q1 | $122K | Hold |
697
| – | – | 0.04% | 193 |
|
|
2024
Q4 | $162K | Hold |
697
| – | – | 0.05% | 160 |
|
|
2024
Q3 | $188K | Hold |
697
| – | – | 0.07% | 145 |
|
|
2024
Q2 | $174K | Hold |
697
| – | – | 0.06% | 147 |
|
|
2024
Q1 | $250K | Hold |
697
| – | – | 0.09% | 120 |
|
|
2023
Q4 | $285K | Hold |
697
| – | – | 0.12% | 112 |
|
|
2023
Q3 | $241K | Hold |
697
| – | – | 0.11% | 108 |
|
|
2023
Q2 | $286K | Hold |
697
| – | – | 0.13% | 99 |
|
|
2023
Q1 | $162K | Hold |
697
| – | – | 0.08% | 141 |
|
|
2022
Q4 | $137K | Buy |
697
+2
| +0.3% | +$394 | 0.07% | 146 |
|
|
2022
Q3 | $138K | Buy |
695
+15
| +2% | +$2.98K | 0.08% | 143 |
|
|
2022
Q2 | $176K | Hold |
680
| – | – | 0.1% | 123 |
|
|
2022
Q1 | $302K | Hold |
680
| – | – | 0.14% | 95 |
|
|
2021
Q4 | $360K | Hold |
680
| – | – | 0.17% | 78 |
|
|
2021
Q3 | $321K | Hold |
680
| – | – | 0.16% | 88 |
|
|
2021
Q2 | $246K | Sell |
680
-180,370
| -100% | -$65.2M | 0.12% | 114 |
|
|
2021
Q1 | $677K | Buy |
181,050
+180,413
| +28,322% | +$675K | 0.03% | 252 |
|
|
2020
Q4 | $229K | Hold |
637
| – | – | 0.13% | 106 |
|
|
2020
Q3 | $147K | Buy |
637
+49
| +8% | +$11.3K | 0.1% | 121 |
|
|
2020
Q2 | $133K | Buy |
588
+57
| +11% | +$12.9K | 0.1% | 120 |
|
|
2020
Q1 | $72.5K | Buy |
531
+81
| +18% | +$11.1K | 0.06% | 140 |
|
|
2019
Q4 | $59.2K | Buy |
+450
| New | +$59.2K | 0.04% | 164 |
|