Tyler-Stone Wealth Management’s MongoDB MDB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $740K | Hold |
3,526
| – | – | 0.12% | 157 |
|
|
2025
Q1 | $618K | Sell |
3,526
-10
| -0.3% | -$1.75K | 0.11% | 167 |
|
|
2024
Q4 | $823K | Sell |
3,536
-120
| -3% | -$27.9K | 0.15% | 125 |
|
|
2024
Q3 | $988K | Buy |
3,656
+1,828
| +100% | +$494K | 0.19% | 110 |
|
|
2024
Q2 | $457K | Hold |
1,828
| – | – | 0.19% | 101 |
|
|
2024
Q1 | $656K | Hold |
1,828
| – | – | 0.29% | 71 |
|
|
2023
Q4 | $747K | Buy |
1,828
+39
| +2% | +$15.9K | 0.37% | 57 |
|
|
2023
Q3 | $619K | Hold |
1,789
| – | – | 0.35% | 59 |
|
|
2023
Q2 | $735K | Buy |
+1,789
| New | +$735K | 0.42% | 52 |
|
|
2022
Q4 | $352K | Sell |
1,789
-3
| -0.2% | -$590 | 0.24% | 92 |
|
|
2022
Q3 | $356K | Hold |
1,792
| – | – | 0.27% | 79 |
|
|
2022
Q2 | $465K | Sell |
1,792
-3
| -0.2% | -$778 | 0.31% | 71 |
|
|
2022
Q1 | $796K | Hold |
1,795
| – | – | 0.44% | 50 |
|
|
2021
Q4 | $950K | Buy |
+1,795
| New | +$950K | 0.5% | 45 |
|