Kestra Advisory Services’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 | $297K | Sell |
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|
2025
Q4 | $664K | Buy |
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|
2025
Q3 | $355K | Sell |
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|
2025
Q2 | $602K | Buy |
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|
2025
Q1 | $401K | Buy |
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|
2024
Q4 | $372K | Sell |
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|
2024
Q3 | $495K | Sell |
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|
2024
Q2 | $527K | Sell |
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|
2024
Q1 | $1.01M | Buy |
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|
2023
Q4 | $696K | Buy |
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|
2023
Q3 | $496K | Sell |
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|
2023
Q2 | $693K | Buy |
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|
2023
Q1 | $259K | Buy |
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|
2022
Q4 | $201K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $275K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $210K | Sell |
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|
2021
Q3 | $241K | Sell |
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|
2021
Q2 | $221K | Sell |
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|
2021
Q1 | $335K | Buy |
|