WhitTier Trust Company’s MongoDB MDB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $50.2K | Sell |
239
-123
| -34% | -$25.8K | ﹤0.01% | 786 |
|
|
2025
Q1 | $63.5K | Sell |
362
-310
| -46% | -$54.4K | ﹤0.01% | 718 |
|
|
2024
Q4 | $156K | Sell |
672
-14,424
| -96% | -$3.36M | ﹤0.01% | 537 |
|
|
2024
Q3 | $4.08M | Buy |
15,096
+562
| +4% | +$152K | 0.11% | 167 |
|
|
2024
Q2 | $3.63M | Buy |
14,534
+602
| +4% | +$150K | 0.1% | 174 |
|
|
2024
Q1 | $5M | Buy |
13,932
+736
| +6% | +$264K | 0.14% | 142 |
|
|
2023
Q4 | $5.39M | Sell |
13,196
-2,313
| -15% | -$946K | 0.17% | 124 |
|
|
2023
Q3 | $5.36M | Buy |
15,509
+168
| +1% | +$58.1K | 0.19% | 117 |
|
|
2023
Q2 | $6.3M | Buy |
15,341
+266
| +2% | +$109K | 0.21% | 110 |
|
|
2023
Q1 | $3.51M | Buy |
15,075
+5,679
| +60% | +$1.32M | 0.13% | 154 |
|
|
2022
Q4 | $1.85M | Sell |
9,396
-6,249
| -40% | -$1.23M | 0.07% | 211 |
|
|
2022
Q3 | $3.11M | Buy |
15,645
+1,156
| +8% | +$230K | 0.13% | 156 |
|
|
2022
Q2 | $3.76M | Buy |
14,489
+1,203
| +9% | +$312K | 0.16% | 139 |
|
|
2022
Q1 | $5.89M | Buy |
13,286
+1,871
| +16% | +$830K | 0.21% | 109 |
|
|
2021
Q4 | $6.04M | Sell |
11,415
-2,411
| -17% | -$1.28M | 0.22% | 108 |
|
|
2021
Q3 | $6.52M | Buy |
13,826
+496
| +4% | +$234K | 0.27% | 92 |
|
|
2021
Q2 | $4.82M | Buy |
13,330
+401
| +3% | +$145K | 0.2% | 117 |
|
|
2021
Q1 | $3.46M | Buy |
12,929
+84
| +0.7% | +$22.5K | 0.15% | 126 |
|
|
2020
Q4 | $4.61M | Sell |
12,845
-3,404
| -21% | -$1.22M | 0.23% | 102 |
|
|
2020
Q3 | $3.76M | Buy |
16,249
+834
| +5% | +$193K | 0.22% | 104 |
|
|
2020
Q2 | $3.49M | Buy |
15,415
+3,279
| +27% | +$742K | 0.22% | 105 |
|
|
2020
Q1 | $1.66M | Buy |
12,136
+2,141
| +21% | +$292K | 0.13% | 145 |
|
|
2019
Q4 | $1.32M | Buy |
9,995
+2,288
| +30% | +$301K | 0.08% | 187 |
|
|
2019
Q3 | $929K | Buy |
7,707
+1,213
| +19% | +$146K | 0.06% | 218 |
|
|
2019
Q2 | $988K | Buy |
6,494
+746
| +13% | +$113K | 0.07% | 199 |
|
|
2019
Q1 | $845K | Buy |
5,748
+1,530
| +36% | +$225K | 0.06% | 208 |
|
|
2018
Q4 | $353K | Buy |
4,218
+427
| +11% | +$35.7K | 0.03% | 308 |
|
|
2018
Q3 | $309K | Buy |
3,791
+490
| +15% | +$39.9K | 0.02% | 333 |
|
|
2018
Q2 | $164K | Buy |
3,301
+2,653
| +409% | +$132K | 0.01% | 417 |
|
|
2018
Q1 | $28K | Buy |
+648
| New | +$28K | ﹤0.01% | 701 |
|