Robertson Stephens Wealth Management’s MongoDB MDB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.85M | Sell |
8,800
-2
| -0% | -$420 | 0.06% | 196 |
|
|
2025
Q1 | $1.54M | Sell |
8,802
-12
| -0.1% | -$2.11K | 0.05% | 214 |
|
|
2024
Q4 | $2.05M | Buy |
8,814
+14
| +0.2% | +$3.26K | 0.07% | 194 |
|
|
2024
Q3 | $2.38M | Sell |
8,800
-51
| -0.6% | -$13.8K | 0.09% | 175 |
|
|
2024
Q2 | $2.21M | Buy |
8,851
+7,651
| +638% | +$1.91M | 0.11% | 141 |
|
|
2024
Q1 | $430K | Buy |
+1,200
| New | +$430K | 0.02% | 364 |
|