Loring Wolcott & Coolidge Fiduciary Advisors’s MongoDB MDB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $79.8K | Hold |
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|
2025
Q1 | $61.8K | Hold |
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|
2024
Q4 | $101K | Hold |
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|
2024
Q3 | $100K | Hold |
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|
2024
Q2 | $98.1K | Hold |
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|
2024
Q1 | $129K | Hold |
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|
2023
Q4 | $152K | Hold |
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|
2023
Q3 | $125K | Hold |
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|
2023
Q2 | $156K | Hold |
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|
2023
Q1 | $88.6K | Hold |
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|
2022
Q4 | $74.8K | Sell |
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|
2022
Q3 | $81K | Hold |
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|
2022
Q2 | $106K | Hold |
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|
2022
Q1 | $182K | Sell |
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|
2021
Q4 | $222K | Hold |
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|
2021
Q3 | $198K | Hold |
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|
2021
Q2 | $151K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $147K | Hold |
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|
2020
Q3 | $95K | Hold |
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|
2020
Q2 | $93K | Hold |
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|
2020
Q1 | $56K | Hold |
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|
2019
Q4 | $54K | Hold |
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|
2019
Q3 | $49K | Buy |
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|
2019
Q2 | $60K | Buy |
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