Joel Isaacson & Co’s MongoDB MDB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $385K | Hold |
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|
2025
Q1 | $322K | Hold |
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|
2024
Q4 | $427K | Hold |
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|
2024
Q3 | $496K | Hold |
|
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|
2024
Q2 | $458K | Hold |
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|
2024
Q1 | $658K | Hold |
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|
2023
Q4 | $750K | Hold |
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|
2023
Q3 | $634K | Sell |
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|
2023
Q2 | $930K | Sell |
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|
2023
Q1 | $537K | Hold |
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|
2022
Q4 | $454K | Hold |
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|
2022
Q3 | $457K | Hold |
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|
2022
Q2 | $598K | Hold |
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|
2022
Q1 | $924K | Sell |
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|
2021
Q4 | $1.22M | Buy |
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|
2021
Q3 | $1.09M | Hold |
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|
2021
Q2 | $833K | Buy |
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|
2021
Q1 | $589K | Hold |
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|
2020
Q4 | $791K | Hold |
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|
2020
Q3 | $510K | Hold |
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|
2020
Q2 | $499K | Hold |
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|
2020
Q1 | $301K | Buy |
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