Laurel Wealth Advisors (North Carolina)’s MongoDB MDB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $303K | Buy |
63,627
+63,324
| +20,899% | +$302K | ﹤0.01% | 390 |
|
|
2025
Q1 | $53.1K | Hold |
303
| – | – | 0.01% | 306 |
|
|
2024
Q4 | $70.5K | Hold |
303
| – | – | 0.01% | 270 |
|
|
2024
Q3 | $81.9K | Hold |
303
| – | – | 0.01% | 260 |
|
|
2024
Q2 | $75.7K | Hold |
303
| – | – | 0.01% | 256 |
|
|
2024
Q1 | $109K | Hold |
303
| – | – | 0.02% | 228 |
|
|
2023
Q4 | $124K | Hold |
303
| – | – | 0.02% | 207 |
|
|
2023
Q3 | $105K | Hold |
303
| – | – | 0.02% | 214 |
|
|
2023
Q2 | $125K | Hold |
303
| – | – | 0.02% | 201 |
|
|
2023
Q1 | $70.6K | Hold |
303
| – | – | 0.01% | 254 |
|
|
2022
Q4 | $59.6K | Hold |
303
| – | – | 0.01% | 245 |
|
|
2022
Q3 | $60K | Hold |
303
| – | – | 0.01% | 242 |
|
|
2022
Q2 | $79K | Sell |
303
-25
| -8% | -$6.52K | 0.02% | 218 |
|
|
2022
Q1 | $145K | Hold |
328
| – | – | 0.03% | 192 |
|
|
2021
Q4 | $174K | Hold |
328
| – | – | 0.04% | 175 |
|
|
2021
Q3 | $155K | Hold |
328
| – | – | 0.03% | 183 |
|
|
2021
Q2 | $119K | Hold |
328
| – | – | 0.03% | 204 |
|
|
2021
Q1 | $88K | Buy |
328
+25
| +8% | +$6.71K | 0.02% | 216 |
|
|
2020
Q4 | $109K | Buy |
+303
| New | +$109K | 0.03% | 189 |
|