Venturi 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
Q1 | – | Sell |
-755
| Closed | -$176K | – | 1323 |
|
|
2024
Q4 | $176K | Buy |
755
+129
| +21% | +$30K | 0.01% | 577 |
|
|
2024
Q3 | $169K | Sell |
626
-616
| -50% | -$167K | 0.01% | 459 |
|
|
2024
Q2 | $310K | Sell |
1,242
-1,321
| -52% | -$330K | 0.02% | 341 |
|
|
2024
Q1 | $919K | Sell |
2,563
-24
| -0.9% | -$8.61K | 0.06% | 198 |
|
|
2023
Q4 | $1.06M | Buy |
2,587
+4
| +0.2% | +$1.64K | 0.07% | 159 |
|
|
2023
Q3 | $893K | Buy |
2,583
+27
| +1% | +$9.34K | 0.07% | 175 |
|
|
2023
Q2 | $1.05M | Hold |
2,556
| – | – | 0.08% | 145 |
|
|
2023
Q1 | $596K | Sell |
2,556
-6
| -0.2% | -$1.4K | 0.05% | 219 |
|
|
2022
Q4 | $504K | Buy |
2,562
+322
| +14% | +$63.4K | 0.04% | 231 |
|
|
2022
Q3 | $445K | Hold |
2,240
| – | – | 0.04% | 233 |
|
|
2022
Q2 | $581K | Hold |
2,240
| – | – | 0.05% | 209 |
|
|
2022
Q1 | $994K | Buy |
+2,240
| New | +$994K | 0.08% | 159 |
|