Perigon Wealth Management’s MongoDB MDB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $844K | Buy |
|
|||||
|
2025
Q2 | $509K | Buy |
|
|||||
|
2025
Q1 | $400K | Sell |
|
|||||
|
2024
Q4 | $627K | Buy |
|
|||||
|
2024
Q3 | $666K | Buy |
|
|||||
|
2024
Q2 | $611K | Sell |
|
|||||
|
2024
Q1 | $893K | Sell |
|
|||||
|
2023
Q4 | $1.16M | Buy |
|
|||||
|
2023
Q3 | $967K | Buy |
|
|||||
|
2023
Q2 | $1.1M | Buy |
|
|||||
|
2023
Q1 | $607K | Sell |
|
|||||
|
2022
Q4 | $530K | Buy |
|
|||||
|
2022
Q3 | $520K | Sell |
|
|||||
|
2022
Q2 | $693K | Sell |
|
|||||
|
2022
Q1 | $1.25M | Sell |
|
|||||
|
2021
Q4 | $1.52M | Sell |
|
|||||
|
2021
Q3 | $1.46M | Buy |
|
|||||
|
2021
Q2 | $1.09M | Buy |
|
|||||
|
2021
Q1 | $792K | Buy |
|
|||||
|
2020
Q4 | $987K | Buy |
|
|||||
|
2020
Q3 | $572K | Sell |
|
|||||
|
2020
Q2 | $656K | Sell |
|
|||||
|
2020
Q1 | $510K | Buy |
|
|||||
|
2019
Q4 | $464K | Sell |
|
|||||
|
2019
Q3 | $454K | Sell |
|
|||||
|
2019
Q2 | $538K | Sell |
|
|||||
|
2019
Q1 | $492K | Sell |
|
|||||
|
2018
Q4 | $328K | Sell |
|
|||||
|
2018
Q3 | $309K | Sell |
|
|||||
|
2018
Q2 | $231K | Buy |
|