Venturi Wealth Management’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 | $279K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $176K | Buy |
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|
2024
Q3 | $169K | Sell |
|
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|
2024
Q2 | $310K | Sell |
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|
2024
Q1 | $919K | Sell |
|
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|
2023
Q4 | $1.06M | Buy |
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|
2023
Q3 | $893K | Buy |
|
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|
2023
Q2 | $1.05M | Hold |
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|
2023
Q1 | $596K | Sell |
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|
2022
Q4 | $504K | Buy |
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|
2022
Q3 | $445K | Hold |
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|
2022
Q2 | $581K | Hold |
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|
2022
Q1 | $994K | Buy |
|