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
2026 Q1	$85.9K	Hold	380	–	–	﹤0.01%	393
2025 Q4	$157K	Hold	380	–	–	﹤0.01%	341
2025 Q3	$125K	Hold	380	–	–	﹤0.01%	360
2025 Q2	$79.8K	Hold	380	–	–	﹤0.01%	362
2025 Q1	$61.8K	Hold	380	–	–	﹤0.01%	370
2024 Q4	$101K	Hold	380	–	–	﹤0.01%	338
2024 Q3	$100K	Hold	380	–	–	﹤0.01%	339
2024 Q2	$98.1K	Hold	380	–	–	﹤0.01%	337
2024 Q1	$129K	Hold	380	–	–	﹤0.01%	310
2023 Q4	$152K	Hold	380	–	–	﹤0.01%	304
2023 Q3	$125K	Hold	380	–	–	﹤0.01%	328
2023 Q2	$156K	Hold	380	–	–	﹤0.01%	315
2023 Q1	$88.6K	Hold	380	–	–	﹤0.01%	355
2022 Q4	$74.8K	Sell	380 -30	-7%	-$5.34K	﹤0.01%	364
2022 Q3	$81K	Hold	410	–	–	﹤0.01%	370
2022 Q2	$106K	Hold	410	–	–	﹤0.01%	353
2022 Q1	$182K	Sell	410 -9	-2%	-$3.52K	﹤0.01%	313
2021 Q4	$222K	Hold	419	–	–	﹤0.01%	301
2021 Q3	$198K	Hold	419	–	–	﹤0.01%	311
2021 Q2	$151K	Buy	+419	New	+$130K	﹤0.01%	356
2021 Q1	–	Sell	-410	Closed	-$147K	–	541
2020 Q4	$147K	Hold	410	–	–	﹤0.01%	306
2020 Q3	$95K	Hold	410	–	–	﹤0.01%	333
2020 Q2	$93K	Hold	410	–	–	﹤0.01%	317
2020 Q1	$56K	Hold	410	–	–	﹤0.01%	364
2019 Q4	$54K	Hold	410	–	–	﹤0.01%	408
2019 Q3	$49K	Buy	410 +15	+4%	+$2.17K	﹤0.01%	409
2019 Q2	$60K	Buy	+395	New	+$57.3K	﹤0.01%	388