HighTower Advisors’s MongoDB MDB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.16M | Buy |
19,796
+276
| +1% | +$58K | 0.01% | 1165 |
|
|
2025
Q1 | $3.42M | Buy |
19,520
+747
| +4% | +$131K | ﹤0.01% | 1227 |
|
|
2024
Q4 | $4.37M | Buy |
18,773
+372
| +2% | +$86.6K | 0.01% | 1105 |
|
|
2024
Q3 | $4.99M | Buy |
18,401
+1,365
| +8% | +$370K | 0.01% | 1036 |
|
|
2024
Q2 | $4.17M | Sell |
17,036
-14,795
| -46% | -$3.62M | 0.01% | 1074 |
|
|
2024
Q1 | $11.5M | Buy |
31,831
+171
| +0.5% | +$61.5K | 0.02% | 649 |
|
|
2023
Q4 | $12.9M | Buy |
31,660
+11,654
| +58% | +$4.75M | 0.02% | 609 |
|
|
2023
Q3 | $6.88M | Sell |
20,006
-618
| -3% | -$213K | 0.01% | 785 |
|
|
2023
Q2 | $8.43M | Buy |
20,624
+6,064
| +42% | +$2.48M | 0.02% | 697 |
|
|
2023
Q1 | $3.34M | Sell |
14,560
-1,129
| -7% | -$259K | 0.01% | 1033 |
|
|
2022
Q4 | $3.13M | Buy |
15,689
+1,835
| +13% | +$366K | 0.01% | 1044 |
|
|
2022
Q3 | $2.77M | Buy |
13,854
+152
| +1% | +$30.4K | 0.01% | 1055 |
|
|
2022
Q2 | $3.57M | Sell |
13,702
-38
| -0.3% | -$9.9K | 0.01% | 962 |
|
|
2022
Q1 | $6.06M | Sell |
13,740
-1,114
| -7% | -$492K | 0.01% | 794 |
|
|
2021
Q4 | $7.89M | Buy |
14,854
+9,880
| +199% | +$5.25M | 0.02% | 692 |
|
|
2021
Q3 | $2.35M | Sell |
4,974
-32
| -0.6% | -$15.1K | 0.01% | 1174 |
|
|
2021
Q2 | $1.81M | Sell |
5,006
-57
| -1% | -$20.6K | 0.01% | 1280 |
|
|
2021
Q1 | $1.36M | Sell |
5,063
-25
| -0.5% | -$6.69K | ﹤0.01% | 1388 |
|
|
2020
Q4 | $1.83M | Buy |
5,088
+67
| +1% | +$24.1K | 0.01% | 948 |
|
|
2020
Q3 | $1.16M | Sell |
5,021
-782
| -13% | -$181K | 0.01% | 1133 |
|
|
2020
Q2 | $1.31M | Buy |
5,803
+1,652
| +40% | +$374K | 0.01% | 988 |
|
|
2020
Q1 | $564K | Sell |
4,151
-838
| -17% | -$114K | ﹤0.01% | 1271 |
|
|
2019
Q4 | $656K | Sell |
4,989
-2,392
| -32% | -$315K | ﹤0.01% | 1325 |
|
|
2019
Q3 | $889K | Buy |
7,381
+1,846
| +33% | +$222K | ﹤0.01% | 1236 |
|
|
2019
Q2 | $848K | Buy |
5,535
+1,955
| +55% | +$300K | 0.01% | 1266 |
|
|
2019
Q1 | $523K | Buy |
+3,580
| New | +$523K | ﹤0.01% | 1436 |
|