Montag & Associates’s MongoDB MDB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $35.9K | Buy |
171
+101
| +144% | +$21.2K | ﹤0.01% | 620 |
|
|
2025
Q1 | $12.3K | Hold |
70
| – | – | ﹤0.01% | 767 |
|
|
2024
Q4 | $16.3K | Hold |
70
| – | – | ﹤0.01% | 731 |
|
|
2024
Q3 | $19K | Sell |
70
-7
| -9% | -$1.9K | ﹤0.01% | 734 |
|
|
2024
Q2 | $19.3K | Hold |
77
| – | – | ﹤0.01% | 706 |
|
|
2024
Q1 | $27.5K | Sell |
77
-1
| -1% | -$357 | ﹤0.01% | 665 |
|
|
2023
Q4 | $31.9K | Sell |
78
-1
| -1% | -$409 | ﹤0.01% | 637 |
|
|
2023
Q3 | $27.2K | Sell |
79
-1
| -1% | -$344 | ﹤0.01% | 634 |
|
|
2023
Q2 | $32.9K | Sell |
80
-1
| -1% | -$411 | ﹤0.01% | 615 |
|
|
2023
Q1 | $18.9K | Buy |
81
+2
| +3% | +$466 | ﹤0.01% | 669 |
|
|
2022
Q4 | $15.6K | Sell |
79
-46
| -37% | -$9.05K | ﹤0.01% | 687 |
|
|
2022
Q3 | $25K | Hold |
125
| – | – | ﹤0.01% | 638 |
|
|
2022
Q2 | $32K | Hold |
125
| – | – | ﹤0.01% | 595 |
|
|
2022
Q1 | $55K | Buy |
125
+17
| +16% | +$7.48K | ﹤0.01% | 545 |
|
|
2021
Q4 | $57K | Buy |
108
+72
| +200% | +$38K | ﹤0.01% | 549 |
|
|
2021
Q3 | $17K | Buy |
36
+9
| +33% | +$4.25K | ﹤0.01% | 684 |
|
|
2021
Q2 | $10K | Sell |
27
-765
| -97% | -$283K | ﹤0.01% | 725 |
|
|
2021
Q1 | $212K | Sell |
792
-40
| -5% | -$10.7K | 0.01% | 378 |
|
|
2020
Q4 | $299K | Buy |
+832
| New | +$299K | 0.02% | 318 |
|