Laird Norton Wetherby Wealth Management’s MongoDB MDB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $269K | Buy |
+867
| New | +$223K | 0.01% | 791 |
|
|
2024
Q4 | $270K | Sell |
1,160
-118
| -9% | -$33.3K | 0.01% | 730 |
|
|
2024
Q3 | $346K | Sell |
1,278
-133
| -9% | -$34.6K | 0.02% | 681 |
|
|
2024
Q2 | $353K | Buy |
1,411
+214
| +18% | +$67.6K | 0.02% | 651 |
|
|
2024
Q1 | $429K | Sell |
1,197
-22
| -2% | -$8.99K | 0.02% | 609 |
|
|
2023
Q4 | $498K | Sell |
1,219
-52
| -4% | -$19.7K | 0.03% | 545 |
|
|
2023
Q3 | $440K | Sell |
1,271
-26
| -2% | -$9.87K | 0.02% | 565 |
|
|
2023
Q2 | $533K | Sell |
1,297
-2
| -0.2% | -$583 | 0.03% | 513 |
|
|
2023
Q1 | $303K | Buy |
1,299
+161
| +14% | +$33.8K | 0.02% | 704 |
|
|
2022
Q4 | $224K | Sell |
1,138
-11
| -1% | -$1.96K | 0.01% | 766 |
|
|
2022
Q3 | $228K | Buy |
+1,149
| New | +$335K | 0.02% | 764 |
|
|
2022
Q2 | – | Sell |
-1,050
| Closed | -$466K | – | 957 |
|
|
2022
Q1 | $466K | Buy |
1,050
+163
| +18% | +$63.7K | 0.03% | 548 |
|
|
2021
Q4 | $470K | Buy |
887
+160
| +22% | +$81.9K | 0.03% | 551 |
|
|
2021
Q3 | $343K | Buy |
727
+133
| +22% | +$53.6K | 0.02% | 649 |
|
|
2021
Q2 | $215K | Sell |
594
-988
| -62% | -$306K | 0.01% | 843 |
|
|
2021
Q1 | $423K | Sell |
1,582
-42
| -3% | -$14.9K | 0.03% | 493 |
|
|
2020
Q4 | $583K | Sell |
1,624
-69
| -4% | -$19.3K | 0.04% | 422 |
|
|
2020
Q3 | $392K | Sell |
1,693
-482
| -22% | -$104K | 0.03% | 435 |
|
|
2020
Q2 | $493K | Buy |
2,175
+643
| +42% | +$119K | 0.05% | 361 |
|
|
2020
Q1 | $210K | Sell |
1,532
-419
| -21% | -$61.9K | 0.02% | 563 |
|
|
2019
Q4 | $256K | Buy |
1,951
+34
| +2% | +$4.46K | 0.03% | 584 |
|
|
2019
Q3 | $231K | Buy |
+1,917
| New | +$277K | 0.02% | 617 |
|
Other funds holding MDB
JCAM
