Steward Partners Investment Advisory’s MongoDB MDB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $110K | Sell |
524
-210
| -29% | -$44.1K | ﹤0.01% | 2055 |
|
|
2025
Q1 | $129K | Sell |
734
-434
| -37% | -$76.1K | ﹤0.01% | 1874 |
|
|
2024
Q4 | $272K | Buy |
1,168
+133
| +13% | +$31K | ﹤0.01% | 1459 |
|
|
2024
Q3 | $280K | Buy |
1,035
+61
| +6% | +$16.5K | ﹤0.01% | 1363 |
|
|
2024
Q2 | $243K | Sell |
974
-37
| -4% | -$9.25K | ﹤0.01% | 1356 |
|
|
2024
Q1 | $363K | Buy |
1,011
+875
| +643% | +$314K | ﹤0.01% | 1182 |
|
|
2023
Q4 | $55.6K | Buy |
136
+100
| +278% | +$40.9K | ﹤0.01% | 1935 |
|
|
2023
Q3 | $12.5K | Hold |
36
| – | – | ﹤0.01% | 2509 |
|
|
2023
Q2 | $14.8K | Sell |
36
-21
| -37% | -$8.63K | ﹤0.01% | 2429 |
|
|
2023
Q1 | $13.3K | Sell |
57
-3
| -5% | -$699 | ﹤0.01% | 2434 |
|
|
2022
Q4 | $11.8K | Sell |
60
-148
| -71% | -$29.1K | ﹤0.01% | 2480 |
|
|
2022
Q3 | $41K | Buy |
208
+20
| +11% | +$3.94K | ﹤0.01% | 1882 |
|
|
2022
Q2 | $49K | Sell |
188
-23
| -11% | -$6K | ﹤0.01% | 1823 |
|
|
2022
Q1 | $94K | Buy |
211
+1
| +0.5% | +$445 | ﹤0.01% | 1635 |
|
|
2021
Q4 | $111K | Buy |
210
+70
| +50% | +$37K | ﹤0.01% | 1552 |
|
|
2021
Q3 | $66K | Hold |
140
| – | – | ﹤0.01% | 1742 |
|
|
2021
Q2 | $51K | Sell |
140
-540
| -79% | -$197K | ﹤0.01% | 3350 |
|
|
2021
Q1 | $182K | Buy |
680
+473
| +229% | +$126K | ﹤0.01% | 1343 |
|
|
2020
Q4 | $74K | Buy |
207
+7
| +4% | +$2.5K | ﹤0.01% | 1488 |
|
|
2020
Q3 | $46K | Buy |
200
+130
| +186% | +$29.9K | ﹤0.01% | 1538 |
|
|
2020
Q2 | $16K | Buy |
70
+52
| +289% | +$11.9K | ﹤0.01% | 1859 |
|
|
2020
Q1 | $2K | Hold |
18
| – | – | ﹤0.01% | 2294 |
|
|
2019
Q4 | $2K | Hold |
18
| – | – | ﹤0.01% | 2437 |
|
|
2019
Q3 | $2K | Buy |
+18
| New | +$2K | ﹤0.01% | 2440 |
|