Jones Financial Companies’s MongoDB MDB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $512K | Buy |
2,441
+586
| +32% | +$123K | ﹤0.01% | 1266 |
|
|
2025
Q1 | $330K | Buy |
1,855
+835
| +82% | +$149K | ﹤0.01% | 1297 |
|
|
2024
Q4 | $237K | Buy |
1,020
+413
| +68% | +$96.2K | ﹤0.01% | 1277 |
|
|
2024
Q3 | $164K | Sell |
607
-37
| -6% | -$9.97K | ﹤0.01% | 1206 |
|
|
2024
Q2 | $161K | Buy |
644
+601
| +1,398% | +$150K | ﹤0.01% | 902 |
|
|
2024
Q1 | $15.4K | Buy |
43
+42
| +4,200% | +$15.1K | ﹤0.01% | 959 |
|
|
2023
Q4 | $409 | Buy |
+1
| New | +$409 | ﹤0.01% | 997 |
|
|
2022
Q3 | – | Sell |
-1
| Closed | – | – | 658 |
|
|
2022
Q2 | $0 | Buy |
+1
| New | – | ﹤0.01% | 798 |
|