JIC
Joel Isaacson & Co’s MongoDB MDB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $385K | Hold |
1,834
| – | – | 0.02% | 291 |
|
|
2025
Q1 | $322K | Hold |
1,834
| – | – | 0.01% | 303 |
|
|
2024
Q4 | $427K | Hold |
1,834
| – | – | 0.02% | 249 |
|
|
2024
Q3 | $496K | Hold |
1,834
| – | – | 0.02% | 216 |
|
|
2024
Q2 | $458K | Hold |
1,834
| – | – | 0.02% | 226 |
|
|
2024
Q1 | $658K | Hold |
1,834
| – | – | 0.04% | 178 |
|
|
2023
Q4 | $750K | Hold |
1,834
| – | – | 0.05% | 153 |
|
|
2023
Q3 | $634K | Sell |
1,834
-430
| -19% | -$149K | 0.04% | 162 |
|
|
2023
Q2 | $930K | Sell |
2,264
-40
| -2% | -$16.4K | 0.06% | 127 |
|
|
2023
Q1 | $537K | Hold |
2,304
| – | – | 0.04% | 178 |
|
|
2022
Q4 | $454K | Hold |
2,304
| – | – | 0.03% | 192 |
|
|
2022
Q3 | $457K | Hold |
2,304
| – | – | 0.04% | 173 |
|
|
2022
Q2 | $598K | Hold |
2,304
| – | – | 0.05% | 143 |
|
|
2022
Q1 | $924K | Sell |
2,304
-5
| -0.2% | -$2.01K | 0.07% | 116 |
|
|
2021
Q4 | $1.22M | Buy |
2,309
+5
| +0.2% | +$2.65K | 0.08% | 105 |
|
|
2021
Q3 | $1.09M | Hold |
2,304
| – | – | 0.08% | 106 |
|
|
2021
Q2 | $833K | Buy |
2,304
+100
| +5% | +$36.2K | 0.06% | 125 |
|
|
2021
Q1 | $589K | Hold |
2,204
| – | – | 0.05% | 144 |
|
|
2020
Q4 | $791K | Hold |
2,204
| – | – | 0.08% | 106 |
|
|
2020
Q3 | $510K | Hold |
2,204
| – | – | 0.07% | 125 |
|
|
2020
Q2 | $499K | Hold |
2,204
| – | – | 0.07% | 118 |
|
|
2020
Q1 | $301K | Buy |
+2,204
| New | +$301K | 0.05% | 140 |
|