Perigon Wealth Management’s MongoDB MDB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $509K | Buy |
2,425
+145
| +6% | +$30.4K | 0.01% | 665 |
|
|
2025
Q1 | $400K | Sell |
2,280
-248
| -10% | -$43.5K | 0.01% | 703 |
|
|
2024
Q4 | $627K | Buy |
2,528
+66
| +3% | +$16.4K | 0.02% | 576 |
|
|
2024
Q3 | $666K | Buy |
2,462
+18
| +0.7% | +$4.87K | 0.02% | 533 |
|
|
2024
Q2 | $611K | Sell |
2,444
-47
| -2% | -$11.7K | 0.02% | 486 |
|
|
2024
Q1 | $893K | Sell |
2,491
-357
| -13% | -$128K | 0.03% | 396 |
|
|
2023
Q4 | $1.16M | Buy |
2,848
+51
| +2% | +$20.9K | 0.04% | 310 |
|
|
2023
Q3 | $967K | Buy |
2,797
+131
| +5% | +$45.3K | 0.04% | 315 |
|
|
2023
Q2 | $1.1M | Buy |
2,666
+63
| +2% | +$25.9K | 0.04% | 301 |
|
|
2023
Q1 | $607K | Sell |
2,603
-89
| -3% | -$20.7K | 0.03% | 361 |
|
|
2022
Q4 | $530K | Buy |
2,692
+75
| +3% | +$14.8K | 0.03% | 378 |
|
|
2022
Q3 | $520K | Sell |
2,617
-52
| -2% | -$10.3K | 0.04% | 326 |
|
|
2022
Q2 | $693K | Sell |
2,669
-153
| -5% | -$39.7K | 0.06% | 268 |
|
|
2022
Q1 | $1.25M | Sell |
2,822
-42
| -1% | -$18.6K | 0.09% | 196 |
|
|
2021
Q4 | $1.52M | Sell |
2,864
-224
| -7% | -$119K | 0.11% | 168 |
|
|
2021
Q3 | $1.46M | Buy |
3,088
+73
| +2% | +$34.4K | 0.13% | 148 |
|
|
2021
Q2 | $1.09M | Buy |
3,015
+55
| +2% | +$19.9K | 0.1% | 179 |
|
|
2021
Q1 | $792K | Buy |
2,960
+212
| +8% | +$56.7K | 0.08% | 208 |
|
|
2020
Q4 | $987K | Buy |
2,748
+278
| +11% | +$99.8K | 0.11% | 148 |
|
|
2020
Q3 | $572K | Sell |
2,470
-427
| -15% | -$98.9K | 0.08% | 199 |
|
|
2020
Q2 | $656K | Sell |
2,897
-739
| -20% | -$167K | 0.1% | 157 |
|
|
2020
Q1 | $510K | Buy |
3,636
+333
| +10% | +$46.7K | 0.09% | 163 |
|
|
2019
Q4 | $464K | Sell |
3,303
-64
| -2% | -$8.99K | 0.09% | 149 |
|
|
2019
Q3 | $454K | Sell |
3,367
-169
| -5% | -$22.8K | 0.11% | 132 |
|
|
2019
Q2 | $538K | Sell |
3,536
-37
| -1% | -$5.63K | 0.13% | 121 |
|
|
2019
Q1 | $492K | Sell |
3,573
-202
| -5% | -$27.8K | 0.11% | 128 |
|
|
2018
Q4 | $328K | Sell |
3,775
-16
| -0.4% | -$1.39K | 0.08% | 154 |
|
|
2018
Q3 | $309K | Sell |
3,791
-858
| -18% | -$69.9K | 0.08% | 169 |
|
|
2018
Q2 | $231K | Buy |
+4,649
| New | +$231K | 0.07% | 220 |
|