Prosperity Wealth Management’s MongoDB MDB Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-2,139
Closed -$498K 234
2024
Q4
$498K Buy
2,139
+644
+43% +$150K 0.2% 95
2024
Q3
$404K Buy
1,495
+195
+15% +$52.7K 0.16% 104
2024
Q2
$325K Sell
1,300
-375
-22% -$93.7K 0.16% 120
2024
Q1
$601K Buy
1,675
+1,170
+232% +$420K 0.28% 58
2023
Q4
$206K Buy
+505
New +$206K 0.13% 126
2023
Q3
Sell
-790
Closed -$325K 153
2023
Q2
$325K Buy
+790
New +$325K 0.21% 79