LPL Financial’s MongoDB MDB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.59M | Sell |
45,675
-2,155
| -5% | -$453K | ﹤0.01% | 1757 |
|
|
2025
Q1 | $8.39M | Buy |
47,830
+11,160
| +30% | +$1.96M | ﹤0.01% | 1728 |
|
|
2024
Q4 | $8.54M | Sell |
36,670
-2,771
| -7% | -$645K | ﹤0.01% | 1651 |
|
|
2024
Q3 | $10.7M | Sell |
39,441
-748
| -2% | -$202K | ﹤0.01% | 1421 |
|
|
2024
Q2 | $10M | Sell |
40,189
-6,011
| -13% | -$1.5M | 0.01% | 1372 |
|
|
2024
Q1 | $16.6M | Buy |
46,200
+8,362
| +22% | +$3M | 0.01% | 1027 |
|
|
2023
Q4 | $15.5M | Buy |
37,838
+6,693
| +21% | +$2.74M | 0.01% | 990 |
|
|
2023
Q3 | $10.8M | Buy |
31,145
+5,329
| +21% | +$1.84M | 0.01% | 1119 |
|
|
2023
Q2 | $10.6M | Buy |
25,816
+3,059
| +13% | +$1.26M | 0.01% | 1098 |
|
|
2023
Q1 | $5.3M | Buy |
22,757
+1,784
| +9% | +$416K | ﹤0.01% | 1466 |
|
|
2022
Q4 | $4.13M | Sell |
20,973
-12,174
| -37% | -$2.4M | ﹤0.01% | 1575 |
|
|
2022
Q3 | $6.58M | Buy |
33,147
+1,544
| +5% | +$307K | 0.01% | 1191 |
|
|
2022
Q2 | $8.2M | Sell |
31,603
-34
| -0.1% | -$8.82K | 0.01% | 1071 |
|
|
2022
Q1 | $14M | Buy |
31,637
+2,040
| +7% | +$905K | 0.01% | 812 |
|
|
2021
Q4 | $15.7M | Buy |
29,597
+2,364
| +9% | +$1.25M | 0.01% | 776 |
|
|
2021
Q3 | $12.8M | Buy |
27,233
+1,354
| +5% | +$638K | 0.01% | 819 |
|
|
2021
Q2 | $9.36M | Buy |
25,879
+1,326
| +5% | +$479K | 0.01% | 946 |
|
|
2021
Q1 | $6.57M | Buy |
24,553
+6,071
| +33% | +$1.62M | 0.01% | 1059 |
|
|
2020
Q4 | $6.64M | Sell |
18,482
-1,589
| -8% | -$571K | 0.01% | 958 |
|
|
2020
Q3 | $4.65M | Buy |
20,071
+830
| +4% | +$192K | 0.01% | 998 |
|
|
2020
Q2 | $4.36M | Buy |
19,241
+3,999
| +26% | +$905K | 0.01% | 948 |
|
|
2020
Q1 | $2.08M | Sell |
15,242
-328
| -2% | -$44.8K | ﹤0.01% | 1171 |
|
|
2019
Q4 | $2.05M | Buy |
15,570
+886
| +6% | +$117K | ﹤0.01% | 1339 |
|
|
2019
Q3 | $1.77M | Buy |
14,684
+776
| +6% | +$93.5K | ﹤0.01% | 1344 |
|
|
2019
Q2 | $2.12M | Sell |
13,908
-5,630
| -29% | -$856K | ﹤0.01% | 1214 |
|
|
2019
Q1 | $2.87M | Buy |
19,538
+4,948
| +34% | +$727K | 0.01% | 983 |
|
|
2018
Q4 | $1.22M | Sell |
14,590
-1,700
| -10% | -$142K | ﹤0.01% | 1369 |
|
|
2018
Q3 | $1.33M | Sell |
16,290
-32
| -0.2% | -$2.61K | ﹤0.01% | 1458 |
|
|
2018
Q2 | $810K | Buy |
16,322
+3,836
| +31% | +$190K | ﹤0.01% | 1768 |
|
|
2018
Q1 | $542K | Buy |
+12,486
| New | +$542K | ﹤0.01% | 2054 |
|