WF
WoodTrust Financial’s MongoDB MDB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.13M | Buy |
5,400
+250
| +5% | +$52.5K | 0.14% | 80 |
|
|
2025
Q1 | $903K | Buy |
5,150
+900
| +21% | +$158K | 0.13% | 87 |
|
|
2024
Q4 | $989K | Buy |
+4,250
| New | +$989K | 0.14% | 83 |
|
|
2024
Q3 | – | Sell |
-3,350
| Closed | -$837K | – | 187 |
|
|
2024
Q2 | $837K | Buy |
3,350
+1,424
| +74% | +$356K | 0.13% | 95 |
|
|
2024
Q1 | $690 | Buy |
1,926
+1
| +0.1% | – | 0.11% | 101 |
|
|
2023
Q4 | $787K | Hold |
1,925
| – | – | 0.13% | 89 |
|
|
2023
Q3 | $666K | Hold |
1,925
| – | – | 0.13% | 93 |
|
|
2023
Q2 | $791K | Hold |
1,925
| – | – | 0.15% | 88 |
|
|
2023
Q1 | $449K | Hold |
1,925
| – | – | 0.09% | 106 |
|
|
2022
Q4 | $379K | Buy |
1,925
+100
| +5% | +$19.7K | 0.08% | 113 |
|
|
2022
Q3 | $362K | Buy |
1,825
+375
| +26% | +$74.4K | 0.08% | 112 |
|
|
2022
Q2 | $376K | Buy |
+1,450
| New | +$376K | 0.08% | 112 |
|