Focus Partners Wealth
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Focus Partners Wealth’s MongoDB MDB Stock Holding History

Focus Partners Wealth’s Portfolio MDB Stock Details MDB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$2.43M Buy
11,560
+9,815
+562% +$2.06M 0.01% 849
2025
Q1 		$288K Sell
1,745
-29,387
-94% -$4.86M ﹤0.01% 1581
2024
Q4 		$7.25M Buy
31,132
+11,335
+57% +$2.64M 0.02% 532
2024
Q3 		$5.35M Buy
+19,797
New +$5.35M 0.02% 543