A detailed history of Circle Wealth Management, LLC transactions in Mongo Db, Inc. stock. As of the latest transaction made, Circle Wealth Management, LLC holds 4,531 shares of MDB stock, worth $1.14 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
4,531
Previous 2,449 85.01%
Holding current value
$1.14 Million
Previous $612,000 100.0%
% of portfolio
0.03%
Previous 0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

BUY
$221.5 - $296.69 $461,163 - $617,708
2,082 Added 85.01%
4,531 $1.22 Million
Q2 2024

Aug 13, 2024

BUY
$218.18 - $383.8 $534,322 - $939,926
2,449 New
2,449 $612,000
Q3 2020

Nov 16, 2020

SELL
$191.68 - $250.72 $383,360 - $501,440
-2,000 Closed
0 $0
Q2 2020

Aug 14, 2020

BUY
$120.47 - $238.38 $240,940 - $476,760
2,000 New
2,000 $453,000

Others Institutions Holding MDB

About MongoDB, Inc.


  • Ticker MDB
  • Exchange NASDAQ
  • Sector Technology
  • Industry Software—Infrastructure
  • Shares Outstandng 68,707,104
  • Market Cap $17.4B
  • 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 Circle Wealth Management, LLC Portfolio

Follow Circle Wealth Management, 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 Circle Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Circle Wealth Management, LLC with notifications on news.