United Capital Financial Advisors’s MongoDB MDB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $479K | Buy |
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|
2025
Q2 | $310K | Sell |
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|
2025
Q1 | $297K | Sell |
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|
2024
Q4 | $457K | Sell |
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|
2024
Q3 | $1.47M | Sell |
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|
2024
Q2 | $1.37M | Buy |
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|
2024
Q1 | $1.72M | Sell |
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|
2023
Q4 | $2.19M | Sell |
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|
2023
Q3 | $2.52M | Buy |
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|
2023
Q2 | $1.47M | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $256K | Buy |
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|
2021
Q4 | $292K | Buy |
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|
2021
Q3 | $255K | Sell |
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|
2021
Q2 | $249K | Sell |
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|
2021
Q1 | $266K | Sell |
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|
2020
Q4 | $359K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $489K | Buy |
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|
2020
Q1 | $249K | Sell |
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|
2019
Q4 | $392K | Sell |
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|
2019
Q3 | $361K | Buy |
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|
2019
Q2 | $314K | Buy |
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|
2019
Q1 | $252K | Buy |
|