PWM
MDB icon

Palacios Wealth Management’s MongoDB MDB Stock Holding History

Palacios Wealth Management’s Portfolio MDB Stock Details MDB Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$615K Buy
2,930
+605
+26% +$127K 0.51% 36
2025
Q1 		$408K Sell
2,325
-90
-4% -$15.8K 0.3% 39
2024
Q4 		$598K Buy
+2,415
New +$598K 0.65% 30