Janney Montgomery Scott’s MongoDB MDB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,612
| Closed | -$458K | – | 2782 |
|
|
2025
Q1 | $458K | Buy |
+2,612
| New | +$458K | ﹤0.01% | 2042 |
|
|
2024
Q4 | – | Sell |
-3,183
| Closed | -$861K | – | 2784 |
|
|
2024
Q3 | $861K | Buy |
+3,183
| New | +$861K | ﹤0.01% | 1607 |
|
|
2024
Q2 | – | Sell |
-5,332
| Closed | -$1.91M | – | 2733 |
|
|
2024
Q1 | $1.91M | Buy |
5,332
+1,427
| +37% | +$512K | 0.01% | 1174 |
|
|
2023
Q4 | $1.6M | Buy |
3,905
+2,240
| +135% | +$916K | 0.01% | 1215 |
|
|
2023
Q3 | $576K | Sell |
1,665
-185
| -10% | -$64K | ﹤0.01% | 1674 |
|
|
2023
Q2 | $760K | Sell |
1,850
-868
| -32% | -$357K | ﹤0.01% | 1584 |
|
|
2023
Q1 | $634K | Buy |
2,718
+1,206
| +80% | +$281K | ﹤0.01% | 1577 |
|
|
2022
Q4 | $298K | Buy |
1,512
+65
| +4% | +$12.8K | ﹤0.01% | 2131 |
|
|
2022
Q3 | $287K | Sell |
1,447
-98
| -6% | -$19.4K | ﹤0.01% | 2040 |
|
|
2022
Q2 | $430K | Buy |
1,545
+506
| +49% | +$141K | ﹤0.01% | 1685 |
|
|
2022
Q1 | $461K | Buy |
1,039
+369
| +55% | +$164K | ﹤0.01% | 1670 |
|
|
2021
Q4 | $355K | Buy |
670
+53
| +9% | +$28.1K | ﹤0.01% | 1909 |
|
|
2021
Q3 | $291K | Buy |
617
+13
| +2% | +$6.13K | ﹤0.01% | 1978 |
|
|
2021
Q2 | $218K | Buy |
+604
| New | +$218K | ﹤0.01% | 2089 |
|
|
2021
Q1 | – | Sell |
-798
| Closed | -$287K | – | 2322 |
|
|
2020
Q4 | $287K | Sell |
798
-579
| -42% | -$208K | ﹤0.01% | 1910 |
|
|
2020
Q3 | $319K | Buy |
+1,377
| New | +$319K | ﹤0.01% | 1666 |
|
|
2020
Q2 | – | Sell |
-2,824
| Closed | -$386K | – | 2037 |
|
|
2020
Q1 | $386K | Buy |
2,824
+123
| +5% | +$16.8K | ﹤0.01% | 1362 |
|
|
2019
Q4 | $355K | Sell |
2,701
-1,611
| -37% | -$212K | ﹤0.01% | 1620 |
|
|
2019
Q3 | $520K | Buy |
+4,312
| New | +$520K | ﹤0.01% | 1367 |
|