Nisa Investment Advisors’s MongoDB MDB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $582K | Sell |
2,376
-1,958
| -45% | -$655K | ﹤0.01% | 924 |
|
|
2025
Q4 | $1.82M | Buy |
4,334
+3,472
| +403% | +$1.26M | 0.01% | 661 |
|
|
2025
Q3 | $268K | Buy |
862
+109
| +14% | +$28K | ﹤0.01% | 1180 |
|
|
2025
Q2 | $158K | Sell |
753
-47
| -6% | -$8.69K | ﹤0.01% | 1281 |
|
|
2025
Q1 | $140K | Sell |
800
-4,955
| -86% | -$1.21M | ﹤0.01% | 1312 |
|
|
2024
Q4 | $1.34M | Buy |
5,755
+4,665
| +428% | +$1.32M | 0.01% | 801 |
|
|
2024
Q3 | $295K | Buy |
1,090
+40
| +4% | +$10.4K | ﹤0.01% | 1188 |
|
|
2024
Q2 | $262K | Hold |
1,050
| – | – | ﹤0.01% | 1241 |
|
|
2024
Q1 | $377K | Hold |
1,050
| – | – | ﹤0.01% | 1166 |
|
|
2023
Q4 | $429K | Sell |
1,050
-2,200
| -68% | -$835K | ﹤0.01% | 1097 |
|
|
2023
Q3 | $1.12M | Sell |
3,250
-90
| -3% | -$34.2K | 0.01% | 838 |
|
|
2023
Q2 | $1.37M | Buy |
3,340
+2,200
| +193% | +$642K | 0.01% | 791 |
|
|
2023
Q1 | $266K | Sell |
1,140
-9,200
| -89% | -$1.93M | ﹤0.01% | 1234 |
|
|
2022
Q4 | $2.04M | Buy |
10,340
+9,780
| +1,746% | +$1.74M | 0.02% | 730 |
|
|
2022
Q3 | $102K | Sell |
560
-2,610
| -82% | -$762K | ﹤0.01% | 1499 |
|
|
2022
Q2 | $823K | Buy |
3,170
+2,900
| +1,074% | +$907K | 0.01% | 882 |
|
|
2022
Q1 | $120K | Sell |
270
-30
| -10% | -$11.7K | ﹤0.01% | 1558 |
|
|
2021
Q4 | $122K | Hold |
300
| – | – | ﹤0.01% | 1441 |
|
|
2021
Q3 | $141 | Hold |
300
| – | – | ﹤0.01% | 1548 |
|
|
2021
Q2 | $108 | Hold |
300
| – | – | ﹤0.01% | 1651 |
|
|
2021
Q1 | $80 | Sell |
300
-350
| -54% | -$124K | ﹤0.01% | 1845 |
|
|
2020
Q4 | $233K | Buy |
+650
| New | +$182K | ﹤0.01% | 1408 |
|
|
2020
Q2 | – | Sell |
-200
| Closed | -$27K | – | 2093 |
|
|
2020
Q1 | $27K | Hold |
200
| – | – | ﹤0.01% | 1654 |
|
|
2019
Q4 | $26K | Buy |
+200
| New | +$26.3K | ﹤0.01% | 1651 |
|
Other funds holding MDB
VPM
VCM
