Pathstone Holdings’s MongoDB MDB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$780K Sell
3,713
-142
-4% -$29.8K ﹤0.01% 1514
2025
Q1
$676K Sell
3,855
-138
-3% -$24.2K ﹤0.01% 1568
2024
Q4
$930K Sell
3,993
-601
-13% -$140K ﹤0.01% 1402
2024
Q3
$1.24M Sell
4,594
-825
-15% -$223K 0.01% 1250
2024
Q2
$1.35M Sell
5,419
-61
-1% -$15.2K 0.01% 1137
2024
Q1
$1.97M Sell
5,480
-489
-8% -$175K 0.01% 910
2023
Q4
$2.46M Buy
+5,969
New +$2.46M 0.01% 664