NewEdge Advisors’s MongoDB MDB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $884K | Sell |
4,208
-30
| -0.7% | -$6.3K | ﹤0.01% | 1362 |
|
|
2025
Q1 | $743K | Buy |
4,238
+1,504
| +55% | +$264K | ﹤0.01% | 1354 |
|
|
2024
Q4 | $637K | Sell |
2,734
-864
| -24% | -$201K | ﹤0.01% | 1406 |
|
|
2024
Q3 | $973K | Buy |
3,598
+2,863
| +390% | +$774K | 0.01% | 1121 |
|
|
2024
Q2 | $184K | Buy |
735
+360
| +96% | +$90K | ﹤0.01% | 1944 |
|
|
2024
Q1 | $134K | Sell |
375
-489
| -57% | -$175K | ﹤0.01% | 1972 |
|
|
2023
Q4 | $353K | Buy |
864
+423
| +96% | +$173K | ﹤0.01% | 1472 |
|
|
2023
Q3 | $153K | Buy |
441
+91
| +26% | +$31.5K | ﹤0.01% | 1713 |
|
|
2023
Q2 | $144K | Buy |
350
+257
| +276% | +$106K | ﹤0.01% | 1738 |
|
|
2023
Q1 | $21.7K | Sell |
93
-285
| -75% | -$66.4K | ﹤0.01% | 2309 |
|
|
2022
Q4 | $56.1K | Buy |
+378
| New | +$56.1K | ﹤0.01% | 1673 |
|
|
2022
Q1 | – | Sell |
-703
| Closed | -$372K | – | 1423 |
|
|
2021
Q4 | $372K | Buy |
+703
| New | +$372K | 0.01% | 1217 |
|