Laird Norton Wetherby Wealth Management’s MongoDB MDB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $270K | Sell |
1,160
-118
| -9% | -$27.5K | 0.01% | 730 |
|
|
2024
Q3 | $346K | Sell |
1,278
-133
| -9% | -$36K | 0.02% | 681 |
|
|
2024
Q2 | $353K | Buy |
1,411
+214
| +18% | +$53.5K | 0.02% | 647 |
|
|
2024
Q1 | $429K | Sell |
1,197
-22
| -2% | -$7.89K | 0.02% | 606 |
|
|
2023
Q4 | $498K | Sell |
1,219
-52
| -4% | -$21.3K | 0.03% | 544 |
|
|
2023
Q3 | $440K | Sell |
1,271
-26
| -2% | -$8.99K | 0.02% | 564 |
|
|
2023
Q2 | $533K | Sell |
1,297
-2
| -0.2% | -$822 | 0.03% | 513 |
|
|
2023
Q1 | $303K | Buy |
1,299
+161
| +14% | +$37.5K | 0.02% | 703 |
|
|
2022
Q4 | $224K | Sell |
1,138
-11
| -1% | -$2.17K | 0.01% | 764 |
|
|
2022
Q3 | $228K | Buy |
+1,149
| New | +$228K | 0.02% | 761 |
|
|
2022
Q2 | – | Sell |
-1,050
| Closed | -$466K | – | 940 |
|
|
2022
Q1 | $466K | Buy |
1,050
+163
| +18% | +$72.3K | 0.03% | 548 |
|
|
2021
Q4 | $470K | Buy |
887
+160
| +22% | +$84.8K | 0.03% | 545 |
|
|
2021
Q3 | $343K | Buy |
727
+133
| +22% | +$62.8K | 0.02% | 635 |
|
|
2021
Q2 | $215K | Sell |
594
-988
| -62% | -$358K | 0.01% | 829 |
|
|
2021
Q1 | $423K | Sell |
1,582
-42
| -3% | -$11.2K | 0.03% | 493 |
|
|
2020
Q4 | $583K | Sell |
1,624
-69
| -4% | -$24.8K | 0.04% | 419 |
|
|
2020
Q3 | $392K | Sell |
1,693
-482
| -22% | -$112K | 0.03% | 434 |
|
|
2020
Q2 | $493K | Buy |
2,175
+643
| +42% | +$146K | 0.05% | 361 |
|
|
2020
Q1 | $210K | Sell |
1,532
-419
| -21% | -$57.4K | 0.02% | 562 |
|
|
2019
Q4 | $256K | Buy |
1,951
+34
| +2% | +$4.46K | 0.03% | 583 |
|
|
2019
Q3 | $231K | Buy |
+1,917
| New | +$231K | 0.02% | 616 |
|