Independent Financial Group’s MongoDB MDB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$606K Sell
2025
Q4
$1.3M Sell
2025
Q3
$970K Sell
2025
Q2
$778K Buy
2025
Q1
$326K Buy
2024
Q4
$383K Sell
2024
Q3
$452K Sell
2024
Q2
$1.06M Sell
2024
Q1
$2.09M Sell
2023
Q4
$2.57M Buy
2023
Q3
$539K Sell
2023
Q2
$1.7M Buy
2023
Q1
$291K Buy
2022
Q2
Sell
2022
Q1
$255K Sell
2021
Q4
$360K Buy
2021
Q3
$257K Buy