A detailed history of Aj Wealth Strategies, LLC transactions in Mongo Db, Inc. stock. As of the latest transaction made, Aj Wealth Strategies, LLC holds 2,390 shares of MDB stock, worth $587,844. This represents 0.05% of its overall portfolio holdings.

Number of Shares
2,390
Previous 2,362 1.19%
Holding current value
$587,844
Previous $550,000 78.55%
% of portfolio
0.05%
Previous 0.03%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Jul 20, 2023

BUY
$211.52 - $410.99 $5,922 - $11,507
28 Added 1.19%
2,390 $982,000
Q4 2022

Jan 25, 2023

SELL
$137.35 - $210.65 $28,843 - $44,236
-210 Reduced 8.16%
2,362 $465,000
Q2 2022

Aug 04, 2022

SELL
$223.61 - $458.6 $57,020 - $116,943
-255 Reduced 9.02%
2,572 $667,000
Q1 2022

May 13, 2022

BUY
$279.98 - $487.56 $180,867 - $314,963
646 Added 29.62%
2,827 $1.25 Million
Q3 2021

Oct 20, 2021

SELL
$332.7 - $514.06 $14,971 - $23,132
-45 Reduced 2.02%
2,181 $1.03 Million
Q1 2021

May 06, 2021

BUY
$258.5 - $422.85 $74,965 - $122,626
290 Added 14.98%
2,226 $595,000
Q3 2020

Nov 16, 2020

BUY
$191.68 - $250.72 $99,290 - $129,872
518 Added 36.53%
1,936 $448,000
Q2 2020

Aug 14, 2020

BUY
$120.47 - $238.38 $170,826 - $338,022
1,418 New
1,418 $321,000

Others Institutions Holding MDB

About MongoDB, Inc.


  • Ticker MDB
  • Exchange NASDAQ
  • Sector Technology
  • Industry Software—Infrastructure
  • Shares Outstandng 68,707,104
  • Market Cap $16.9B
  • Description
  • MongoDB, Inc. provides general purpose database platform worldwide. The company offers MongoDB Enterprise Advanced, a commercial database server for enterprise customers to run in the cloud, on-premise, or in a hybrid environment; MongoDB Atlas, a hosted multi-cloud database-as-a-service solution; and Community Server, a free-to-download version...
More about MDB
Track This Portfolio

Track Aj Wealth Strategies, LLC Portfolio

Follow Aj Wealth Strategies, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Aj Wealth Strategies, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Aj Wealth Strategies, LLC with notifications on news.