MAI Capital Management’s MongoDB MDB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $39K | Buy |
186
+71
| +62% | +$14.9K | ﹤0.01% | 1886 |
|
|
2025
Q1 | $20.2K | Sell |
115
-132
| -53% | -$23.2K | ﹤0.01% | 2041 |
|
|
2024
Q4 | $57.4K | Buy |
+247
| New | +$57.4K | ﹤0.01% | 1600 |
|
|
2024
Q2 | – | Sell |
-3,404
| Closed | -$1.22M | – | 1243 |
|
|
2024
Q1 | $1.22M | Sell |
3,404
-528
| -13% | -$189K | 0.01% | 497 |
|
|
2023
Q4 | $1.61M | Sell |
3,932
-149
| -4% | -$60.9K | 0.02% | 361 |
|
|
2023
Q3 | $1.41M | Buy |
4,081
+9
| +0.2% | +$3.11K | 0.02% | 361 |
|
|
2023
Q2 | $1.67M | Buy |
4,072
+25
| +0.6% | +$10.3K | 0.02% | 328 |
|
|
2023
Q1 | $943K | Sell |
4,047
-157
| -4% | -$36.6K | 0.01% | 431 |
|
|
2022
Q4 | $828K | Sell |
4,204
-1,751
| -29% | -$345K | 0.01% | 452 |
|
|
2022
Q3 | $1.18M | Sell |
5,955
-605
| -9% | -$120K | 0.02% | 332 |
|
|
2022
Q2 | $1.7M | Buy |
+6,560
| New | +$1.7M | 0.03% | 277 |
|