9258 Wealth Management’s Mondelez International MDLZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $389K | Hold |
5,280
| – | – | 0.06% | 240 |
|
|
2024
Q2 | $346K | Sell |
5,280
-1,480
| -22% | -$96.9K | 0.05% | 245 |
|
|
2024
Q1 | $473K | Buy |
6,760
+88
| +1% | +$6.16K | 0.07% | 201 |
|
|
2023
Q4 | $483K | Sell |
6,672
-540
| -7% | -$39.1K | 0.09% | 185 |
|
|
2023
Q3 | $501K | Sell |
7,212
-403
| -5% | -$28K | 0.1% | 177 |
|
|
2023
Q2 | $555K | Sell |
7,615
-570
| -7% | -$41.6K | 0.1% | 167 |
|
|
2023
Q1 | $571K | Sell |
8,185
-192
| -2% | -$13.4K | 0.12% | 163 |
|
|
2022
Q4 | $558K | Buy |
8,377
+328
| +4% | +$21.9K | 0.12% | 161 |
|
|
2022
Q3 | $441K | Buy |
8,049
+90
| +1% | +$4.93K | 0.11% | 179 |
|
|
2022
Q2 | $494K | Buy |
7,959
+483
| +6% | +$30K | 0.13% | 175 |
|
|
2022
Q1 | $469K | Sell |
7,476
-106
| -1% | -$6.65K | 0.11% | 200 |
|
|
2021
Q4 | $503K | Buy |
7,582
+400
| +6% | +$26.5K | 0.12% | 192 |
|
|
2021
Q3 | $418K | Sell |
7,182
-20
| -0.3% | -$1.16K | 0.11% | 198 |
|
|
2021
Q2 | $450K | Buy |
7,202
+282
| +4% | +$17.6K | 0.12% | 190 |
|
|
2021
Q1 | $405K | Buy |
6,920
+1,525
| +28% | +$89.3K | 0.12% | 184 |
|
|
2020
Q4 | $315K | Buy |
5,395
+485
| +10% | +$28.3K | 0.1% | 220 |
|
|
2020
Q3 | $261K | Buy |
4,910
+373
| +8% | +$19.8K | 0.1% | 222 |
|
|
2020
Q2 | $232K | Buy |
4,537
+325
| +8% | +$16.6K | 0.09% | 238 |
|
|
2020
Q1 | $217K | Buy |
+4,212
| New | +$217K | 0.1% | 235 |
|