Xcel Wealth Management, LLC Mongo Db, Inc. Transaction History

Xcel Wealth Management, LLC

$334 Million
Q2 2025

A detailed history of Xcel Wealth Management, LLC transactions in Mongo Db, Inc. stock. As of the latest transaction made, Xcel Wealth Management, LLC holds 4,675 shares of MDB stock, worth $1.53 Million. This represents 0.29% of its overall portfolio holdings.

Number of Shares

4,675

Previous 4,975 6.03%

Holding current value

$1.53 Million

Previous $872,000 12.5%

% of portfolio

0.29%

Previous 0.28%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 15, 2025	SELL	$145.85 - $225.38 $43,755 - $67,614	-300 Reduced 6.03%	4,675 $981,000
Q3 2024 Oct 21, 2024	SELL	$221.5 - $296.69 $5,537 - $7,417	-25 Reduced 0.5%	4,975 $1.34 Million
Q1 2024 Apr 22, 2024	SELL	$353.55 - $500.9 $12,374 - $17,531	-35 Reduced 0.7%	5,000 $1.79 Million
Q4 2023 Jan 29, 2024	SELL	$327.33 - $435.23 $50,736 - $67,460	-155 Reduced 2.99%	5,035 $2.06 Million
Q3 2023 Oct 17, 2023	SELL	$325.3 - $431.21 $258,288 - $342,380	-794 Reduced 13.27%	5,190 $1.8 Million
Q2 2023 Jul 26, 2023	SELL	$211.52 - $410.99 $846 - $1,643	-4 Reduced 0.07%	5,984 $2.46 Million
Q1 2023 Apr 25, 2023	BUY	$169.82 - $245.86 $13,415 - $19,422	79 Added 1.34%	5,988 $1.4 Million
Q4 2022 Jan 19, 2023	SELL	$137.35 - $210.65 $118,807 - $182,212	-865 Reduced 12.77%	5,909 $1.16 Million
Q3 2022 Oct 20, 2022	SELL	$189.69 - $380.31 $123,867 - $248,342	-653 Reduced 8.79%	6,774 $1.35 Million
Q1 2022 Apr 29, 2022	SELL	$279.98 - $487.56 $97,993 - $170,646	-350 Reduced 4.5%	7,427 $3.3 Million
Q4 2021 Feb 03, 2022	SELL	$429.34 - $585.03 $294,097 - $400,745	-685 Reduced 8.1%	7,777 $4.12 Million
Q3 2021 Oct 21, 2021	SELL	$332.7 - $514.06 $34,933 - $53,976	-105 Reduced 1.23%	8,462 $3.99 Million
Q2 2021 Jul 15, 2021	SELL	$244.74 - $389.23 $513,954 - $817,383	-2,100 Reduced 19.69%	8,567 $3.1 Million
Q1 2021 Apr 15, 2021	SELL	$258.5 - $422.85 $506,660 - $828,786	-1,960 Reduced 15.52%	10,667 $2.85 Million
Q4 2020 Jan 13, 2021	SELL	$224.18 - $396.0 $78,687 - $138,996	-351 Reduced 2.7%	12,627 $4.53 Million
Q3 2020 Oct 27, 2020	SELL	$191.68 - $250.72 $371,859 - $486,396	-1,940 Reduced 13.0%	12,978 $3 Million
Q2 2020 Jul 10, 2020	SELL	$120.47 - $238.38 $43,610 - $86,293	-362 Reduced 2.37%	14,918 $3.38 Million
Q1 2020 Apr 07, 2020	SELL	$98.97 - $180.09 $269,000 - $489,484	-2,718 Reduced 15.1%	15,280 $2.09 Million
Q4 2019 Jan 09, 2020	BUY	$114.77 - $149.77 $420,632 - $548,907	3,665 Added 25.57%	17,998 $2.37 Million
Q3 2019 Nov 12, 2019	BUY	$117.33 - $164.0 $723,339 - $1.01 Million	6,165 Added 75.48%	14,333 $1.73 Million
Q2 2019 Nov 12, 2019	BUY	$125.38 - $174.01 $396,200 - $549,871	3,160 Added 63.1%	8,168 $1.24 Million
Q1 2019 Nov 12, 2019	BUY	$73.74 - $154.64 $369,289 - $774,437	5,008 New	5,008 $736,000

Others Institutions Holding MDB

# of Institutions

835

Shares Held

71.9M

Call Options Held

5.98M

Put Options Held

9.26M

View Full List

About MongoDB, Inc.

Ticker MDB
Exchange NASDAQ
Sector Technology
Industry Software—Infrastructure
Shares Outstandng 68,707,104
Market Cap $22.5B
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

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Xcel Wealth Management, LLC Mongo Db, Inc. Transaction History