Wealth Enhancement Advisory Services’s MongoDB MDB Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.57M Buy
21,603
+192
+0.9% +$40.6K 0.01% 935
2025
Q1
$3.76M Sell
21,411
-470
-2% -$82.4K 0.01% 933
2024
Q4
$5.09M Sell
21,881
-408
-2% -$95K 0.01% 793
2024
Q3
$6.03M Sell
22,289
-1,911
-8% -$517K 0.01% 673
2024
Q2
$6.05M Sell
24,200
-2,150
-8% -$537K 0.01% 638
2024
Q1
$9.45M Sell
26,350
-1,143
-4% -$410K 0.02% 493
2023
Q4
$11.2M Sell
27,493
-649
-2% -$265K 0.03% 405
2023
Q3
$9.73M Buy
+28,142
New +$9.73M 0.03% 421