Welch & Forbes’s MongoDB MDB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.42M | Sell |
25,834
-5,114
| -17% | -$1.07M | 0.07% | 121 |
|
|
2025
Q1 | $5.43M | Buy |
30,948
+6,630
| +27% | +$1.16M | 0.07% | 123 |
|
|
2024
Q4 | $5.66M | Buy |
24,318
+3,309
| +16% | +$770K | 0.07% | 123 |
|
|
2024
Q3 | $5.68M | Buy |
21,009
+1,391
| +7% | +$376K | 0.07% | 125 |
|
|
2024
Q2 | $4.91M | Buy |
19,618
+3,189
| +19% | +$799K | 0.07% | 127 |
|
|
2024
Q1 | $5.89M | Buy |
+16,429
| New | +$5.89M | 0.08% | 122 |
|