United Capital Financial Advisors’s MongoDB MDB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $310K | Sell |
1,478
-213
| -13% | -$44.7K | ﹤0.01% | 902 |
|
|
2025
Q1 | $297K | Sell |
1,691
-274
| -14% | -$48.1K | ﹤0.01% | 883 |
|
|
2024
Q4 | $457K | Sell |
1,965
-3,468
| -64% | -$807K | ﹤0.01% | 749 |
|
|
2024
Q3 | $1.47M | Sell |
5,433
-38
| -0.7% | -$10.3K | 0.01% | 464 |
|
|
2024
Q2 | $1.37M | Buy |
5,471
+673
| +14% | +$168K | 0.01% | 465 |
|
|
2024
Q1 | $1.72M | Sell |
4,798
-557
| -10% | -$200K | 0.01% | 458 |
|
|
2023
Q4 | $2.19M | Sell |
5,355
-1,931
| -27% | -$789K | 0.02% | 401 |
|
|
2023
Q3 | $2.52M | Buy |
7,286
+3,716
| +104% | +$1.29M | 0.02% | 390 |
|
|
2023
Q2 | $1.47M | Buy |
+3,570
| New | +$1.47M | 0.01% | 484 |
|
|
2022
Q2 | – | Sell |
-577
| Closed | -$256K | – | 1163 |
|
|
2022
Q1 | $256K | Buy |
577
+26
| +5% | +$11.5K | ﹤0.01% | 1037 |
|
|
2021
Q4 | $292K | Buy |
551
+10
| +2% | +$5.3K | ﹤0.01% | 1031 |
|
|
2021
Q3 | $255K | Sell |
541
-149
| -22% | -$70.2K | ﹤0.01% | 1058 |
|
|
2021
Q2 | $249K | Sell |
690
-305
| -31% | -$110K | ﹤0.01% | 1071 |
|
|
2021
Q1 | $266K | Sell |
995
-6
| -0.6% | -$1.6K | ﹤0.01% | 1018 |
|
|
2020
Q4 | $359K | Buy |
+1,001
| New | +$359K | ﹤0.01% | 937 |
|
|
2020
Q3 | – | Sell |
-2,162
| Closed | -$489K | – | 1198 |
|
|
2020
Q2 | $489K | Buy |
2,162
+338
| +19% | +$76.4K | ﹤0.01% | 868 |
|
|
2020
Q1 | $249K | Sell |
1,824
-1,158
| -39% | -$158K | ﹤0.01% | 1011 |
|
|
2019
Q4 | $392K | Sell |
2,982
-17
| -0.6% | -$2.24K | ﹤0.01% | 1049 |
|
|
2019
Q3 | $361K | Buy |
2,999
+932
| +45% | +$112K | ﹤0.01% | 1028 |
|
|
2019
Q2 | $314K | Buy |
2,067
+351
| +20% | +$53.3K | ﹤0.01% | 1173 |
|
|
2019
Q1 | $252K | Buy |
+1,716
| New | +$252K | ﹤0.01% | 1173 |
|