PWP
Pursue Wealth Partners’s MongoDB MDB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.58M | Sell |
12,294
-1,019
| -8% | -$214K | 1.47% | 21 |
|
|
2025
Q1 | $2.34M | Sell |
13,313
-169
| -1% | -$29.6K | 1.42% | 22 |
|
|
2024
Q4 | $3.14M | Sell |
13,482
-958
| -7% | -$223K | 1.8% | 19 |
|
|
2024
Q3 | $3.9M | Sell |
14,440
-8,249
| -36% | -$2.23M | 2.13% | 12 |
|
|
2024
Q2 | $5.67M | Buy |
22,689
+531
| +2% | +$133K | 3.09% | 11 |
|
|
2024
Q1 | $7.95M | Buy |
22,158
+2,289
| +12% | +$821K | 4.68% | 4 |
|
|
2023
Q4 | $8.12M | Buy |
19,869
+623
| +3% | +$255K | 5.25% | 2 |
|
|
2023
Q3 | $6.66M | Buy |
19,246
+942
| +5% | +$326K | 4.71% | 3 |
|
|
2023
Q2 | $7.52M | Buy |
18,304
+2,817
| +18% | +$1.16M | 4.72% | 3 |
|
|
2023
Q1 | $3.61M | Buy |
15,487
+2,825
| +22% | +$659K | 2.47% | 8 |
|
|
2022
Q4 | $2.49M | Sell |
12,662
-1,622
| -11% | -$319K | 1.93% | 15 |
|
|
2022
Q3 | $2.84M | Buy |
14,284
+7,709
| +117% | +$1.53M | 2.04% | 13 |
|
|
2022
Q2 | $1.71M | Buy |
+6,575
| New | +$1.71M | 1.09% | 34 |
|