LIA
LBMC Investment Advisors’s MongoDB MDB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $525K | Hold |
2,500
| – | – | 0.04% | 123 |
|
|
2025
Q1 | $439K | Hold |
2,500
| – | – | 0.03% | 128 |
|
|
2024
Q4 | $582K | Hold |
2,500
| – | – | 0.05% | 108 |
|
|
2024
Q3 | $676K | Hold |
2,500
| – | – | 0.05% | 95 |
|
|
2024
Q2 | $625K | Hold |
2,500
| – | – | 0.05% | 95 |
|
|
2024
Q1 | $897K | Hold |
2,500
| – | – | 0.08% | 76 |
|
|
2023
Q4 | $1.02M | Hold |
2,500
| – | – | 0.1% | 58 |
|
|
2023
Q3 | $829K | Hold |
2,500
| – | – | 0.09% | 67 |
|
|
2023
Q2 | $1.03M | Hold |
2,500
| – | – | 0.1% | 57 |
|
|
2023
Q1 | $583K | Hold |
2,500
| – | – | 0.06% | 88 |
|
|
2022
Q4 | $492K | Hold |
2,500
| – | – | 0.05% | 93 |
|
|
2022
Q3 | $496K | Hold |
2,500
| – | – | 0.06% | 82 |
|
|
2022
Q2 | $649K | Hold |
2,500
| – | – | 0.07% | 67 |
|
|
2022
Q1 | $1.11M | Hold |
2,500
| – | – | 0.1% | 53 |
|
|
2021
Q4 | $1.32M | Sell |
2,500
-9,689
| -79% | -$5.13M | 0.11% | 49 |
|
|
2021
Q3 | $1.18K | Buy |
12,189
+9,689
| +388% | +$937 | 0.11% | 52 |
|
|
2021
Q2 | $904K | Hold |
2,500
| – | – | 0.09% | 65 |
|
|
2021
Q1 | $669K | Hold |
2,500
| – | – | 0.07% | 65 |
|
|
2020
Q4 | $898K | Hold |
2,500
| – | – | 0.11% | 50 |
|
|
2020
Q3 | $579K | Hold |
2,500
| – | – | 0.08% | 59 |
|
|
2020
Q2 | $566K | Hold |
2,500
| – | – | 0.09% | 51 |
|
|
2020
Q1 | $341K | Buy |
+2,500
| New | +$341K | 0.06% | 63 |
|