Accel 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
Q4 | – | Sell |
-3,155
| Closed | -$232K | – | 259 |
|
|
2024
Q3 | $232K | Buy |
+3,155
| New | +$232K | 0.09% | 215 |
|
|
2024
Q2 | – | Sell |
-2,972
| Closed | -$208K | – | 254 |
|
|
2024
Q1 | $208K | Buy |
+2,972
| New | +$208K | 0.09% | 209 |
|
|
2023
Q3 | – | Sell |
-3,004
| Closed | -$219K | – | 176 |
|
|
2023
Q2 | $219K | Sell |
3,004
-37
| -1% | -$2.7K | 0.12% | 152 |
|
|
2023
Q1 | $212K | Buy |
3,041
+514
| +20% | +$35.8K | 0.09% | 208 |
|
|
2022
Q4 | $168K | Buy |
2,527
+7
| +0.3% | +$467 | 0.08% | 176 |
|
|
2022
Q3 | $145K | Hold |
2,520
| – | – | 0.08% | 200 |
|
|
2022
Q2 | $153K | Sell |
2,520
-188
| -7% | -$11.4K | 0.09% | 174 |
|
|
2022
Q1 | $172K | Buy |
2,708
+6
| +0.2% | +$381 | 0.09% | 175 |
|
|
2021
Q4 | $179K | Buy |
2,702
+156
| +6% | +$10.3K | 0.09% | 181 |
|
|
2021
Q3 | $148K | Sell |
2,546
-295
| -10% | -$17.1K | 0.1% | 170 |
|
|
2021
Q2 | $177K | Buy |
2,841
+1,750
| +160% | +$109K | 0.12% | 171 |
|
|
2021
Q1 | $64K | Hold |
1,091
| – | – | 0.05% | 280 |
|
|
2020
Q4 | $64K | Buy |
+1,091
| New | +$64K | 0.06% | 255 |
|