Montag & Associates’s MongoDB MDB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$43.5K Sell
2025
Q2
$35.9K Buy
2025
Q1
$12.3K Hold
2024
Q4
$16.3K Hold
2024
Q3
$19K Sell
2024
Q2
$19.3K Hold
2024
Q1
$27.5K Sell
2023
Q4
$31.9K Sell
2023
Q3
$27.2K Sell
2023
Q2
$32.9K Sell
2023
Q1
$18.9K Buy
2022
Q4
$15.6K Sell
2022
Q3
$25K Hold
2022
Q2
$32K Hold
2022
Q1
$55K Buy
2021
Q4
$57K Buy
2021
Q3
$17K Buy
2021
Q2
$10K Sell
2021
Q1
$212K Sell
2020
Q4
$299K Buy