HM Payson & Co’s MongoDB MDB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $294K | Hold |
1,674
| – | – | 0.01% | 351 |
|
|
2024
Q4 | $390K | Sell |
1,674
-29
| -2% | -$6.75K | 0.01% | 313 |
|
|
2024
Q3 | $460K | Buy |
1,703
+29
| +2% | +$7.84K | 0.01% | 298 |
|
|
2024
Q2 | $418K | Hold |
1,674
| – | – | 0.01% | 301 |
|
|
2024
Q1 | $600K | Hold |
1,674
| – | – | 0.01% | 261 |
|
|
2023
Q4 | $684K | Hold |
1,674
| – | – | 0.01% | 243 |
|
|
2023
Q3 | $579K | Hold |
1,674
| – | – | 0.01% | 249 |
|
|
2023
Q2 | $688K | Hold |
1,674
| – | – | 0.02% | 232 |
|
|
2023
Q1 | $390K | Sell |
1,674
-5
| -0.3% | -$1.17K | 0.01% | 280 |
|
|
2022
Q4 | $330K | Buy |
1,679
+305
| +22% | +$60K | 0.01% | 301 |
|
|
2022
Q3 | $273K | Hold |
1,374
| – | – | 0.01% | 316 |
|
|
2022
Q2 | $357K | Hold |
1,374
| – | – | 0.01% | 293 |
|
|
2022
Q1 | $609K | Sell |
1,374
-105
| -7% | -$46.5K | 0.01% | 249 |
|
|
2021
Q4 | $783K | Buy |
1,479
+129
| +10% | +$68.3K | 0.02% | 234 |
|
|
2021
Q3 | $637K | Sell |
1,350
-30
| -2% | -$14.2K | 0.02% | 247 |
|
|
2021
Q2 | $499K | Sell |
1,380
-188
| -12% | -$68K | 0.01% | 275 |
|
|
2021
Q1 | $419K | Hold |
1,568
| – | – | 0.01% | 289 |
|
|
2020
Q4 | $563K | Sell |
1,568
-60
| -4% | -$21.5K | 0.02% | 257 |
|
|
2020
Q3 | $377K | Buy |
1,628
+278
| +21% | +$64.4K | 0.01% | 279 |
|
|
2020
Q2 | $306K | Hold |
1,350
| – | – | 0.01% | 284 |
|
|
2020
Q1 | $184K | Hold |
1,350
| – | – | 0.01% | 331 |
|
|
2019
Q4 | $178K | Hold |
1,350
| – | – | 0.01% | 408 |
|
|
2019
Q3 | $163K | Hold |
1,350
| – | – | 0.01% | 415 |
|
|
2019
Q2 | $205K | Buy |
+1,350
| New | +$205K | 0.01% | 387 |
|