Sequoia Financial Advisors’s MongoDB MDB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,328
| Closed | -$309K | – | 1412 |
|
|
2024
Q4 | $309K | Buy |
1,328
+211
| +19% | +$49.1K | ﹤0.01% | 1005 |
|
|
2024
Q3 | $302K | Buy |
+1,117
| New | +$302K | ﹤0.01% | 964 |
|
|
2024
Q2 | – | Sell |
-822
| Closed | -$295K | – | 1235 |
|
|
2024
Q1 | $295K | Buy |
822
+16
| +2% | +$5.74K | ﹤0.01% | 866 |
|
|
2023
Q4 | $330K | Buy |
806
+207
| +35% | +$84.6K | ﹤0.01% | 885 |
|
|
2023
Q3 | $207K | Buy |
599
+5
| +0.8% | +$1.73K | ﹤0.01% | 851 |
|
|
2023
Q2 | $244K | Buy |
+594
| New | +$244K | ﹤0.01% | 774 |
|