Orion Portfolio Solutions’s MongoDB MDB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $1.28M | Buy |
7,292
+1,216
| +20% | +$213K | 0.01% | 947 |
|
|
2024
Q4 | $1.41M | Buy |
6,076
+974
| +19% | +$227K | 0.01% | 869 |
|
|
2024
Q3 | $1.38M | Buy |
5,102
+215
| +4% | +$58.1K | 0.01% | 877 |
|
|
2024
Q2 | $1.22M | Sell |
4,887
-431
| -8% | -$108K | 0.01% | 889 |
|
|
2024
Q1 | $1.91M | Sell |
5,318
-471
| -8% | -$169K | 0.02% | 680 |
|
|
2023
Q4 | $2.19M | Sell |
5,789
-447
| -7% | -$169K | 0.03% | 585 |
|
|
2023
Q3 | $2.16M | Buy |
6,236
+19
| +0.3% | +$6.57K | 0.03% | 582 |
|
|
2023
Q2 | $2.56M | Sell |
6,217
-231
| -4% | -$94.9K | 0.03% | 539 |
|
|
2023
Q1 | $1.5M | Buy |
+6,448
| New | +$1.5M | 0.02% | 709 |
|
|
2020
Q3 | – | Sell |
-12
| Closed | -$3K | – | 1393 |
|
|
2020
Q2 | $3K | Hold |
12
| – | – | ﹤0.01% | 1662 |
|
|
2020
Q1 | $2K | Sell |
12
-39
| -76% | -$6.5K | ﹤0.01% | 1596 |
|
|
2019
Q4 | $7K | Buy |
+51
| New | +$7K | ﹤0.01% | 1145 |
|