Private Advisor Group’s MongoDB MDB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.39M | Buy |
11,378
+2,094
| +23% | +$440K | 0.01% | 885 |
|
|
2025
Q1 | $1.63M | Buy |
9,284
+28
| +0.3% | +$4.91K | 0.01% | 991 |
|
|
2024
Q4 | $2.15M | Buy |
9,256
+1,613
| +21% | +$376K | 0.01% | 850 |
|
|
2024
Q3 | $2.07M | Buy |
7,643
+1,319
| +21% | +$357K | 0.01% | 865 |
|
|
2024
Q2 | $1.58M | Buy |
6,324
+3,959
| +167% | +$990K | 0.01% | 958 |
|
|
2024
Q1 | $848K | Sell |
2,365
-1,736
| -42% | -$623K | 0.01% | 1237 |
|
|
2023
Q4 | $1.68M | Buy |
4,101
+385
| +10% | +$157K | 0.01% | 846 |
|
|
2023
Q3 | $1.29M | Buy |
3,716
+1,003
| +37% | +$347K | 0.01% | 907 |
|
|
2023
Q2 | $1.12M | Sell |
2,713
-288
| -10% | -$118K | 0.01% | 999 |
|
|
2023
Q1 | $700K | Buy |
+3,001
| New | +$700K | 0.01% | 1169 |
|
|
2022
Q4 | – | Sell |
-2,012
| Closed | -$399K | – | 1851 |
|
|
2022
Q3 | $399K | Sell |
2,012
-979
| -33% | -$194K | ﹤0.01% | 1346 |
|
|
2022
Q2 | $776K | Buy |
2,991
+95
| +3% | +$24.6K | 0.01% | 1195 |
|
|
2022
Q1 | $1.29M | Sell |
2,896
-2,164
| -43% | -$960K | 0.01% | 979 |
|
|
2021
Q4 | $2.68M | Buy |
5,060
+931
| +23% | +$493K | 0.02% | 692 |
|
|
2021
Q3 | $1.95M | Buy |
4,129
+1,338
| +48% | +$631K | 0.01% | 892 |
|
|
2021
Q2 | $1.01M | Buy |
2,791
+614
| +28% | +$222K | 0.01% | 1067 |
|
|
2021
Q1 | $582K | Sell |
2,177
-689
| -24% | -$184K | 0.01% | 1228 |
|
|
2020
Q4 | $1.03M | Buy |
2,866
+487
| +20% | +$175K | 0.01% | 894 |
|
|
2020
Q3 | $551K | Hold |
2,379
| – | – | 0.01% | 1023 |
|
|
2020
Q2 | $538K | Sell |
2,379
-105
| -4% | -$23.7K | 0.01% | 991 |
|
|
2020
Q1 | $339K | Buy |
2,484
+104
| +4% | +$14.2K | 0.01% | 1025 |
|
|
2019
Q4 | $313K | Hold |
2,380
| – | – | ﹤0.01% | 1254 |
|
|
2019
Q3 | $287K | Sell |
2,380
-3,782
| -61% | -$456K | ﹤0.01% | 1300 |
|
|
2019
Q2 | $937K | Buy |
6,162
+3,832
| +164% | +$583K | 0.02% | 767 |
|
|
2019
Q1 | $343K | Buy |
+2,330
| New | +$343K | 0.01% | 1132 |
|
|
2018
Q4 | – | Sell |
-2,650
| Closed | -$216K | – | 1491 |
|
|
2018
Q3 | $216K | Buy |
+2,650
| New | +$216K | ﹤0.01% | 1410 |
|