Aevitas 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $365K | Buy |
5,479
+9
| +0.2% | +$600 | 0.22% | 85 |
|
|
2022
Q3 | $300K | Buy |
5,470
+677
| +14% | +$37.1K | 0.23% | 89 |
|
|
2022
Q2 | $298K | Buy |
4,793
+3
| +0.1% | +$187 | 0.2% | 94 |
|
|
2022
Q1 | $301K | Sell |
4,790
-297
| -6% | -$18.7K | 0.18% | 98 |
|
|
2021
Q4 | $337K | Buy |
5,087
+4
| +0.1% | +$265 | 0.2% | 96 |
|
|
2021
Q3 | $296K | Buy |
5,083
+4
| +0.1% | +$233 | 0.19% | 104 |
|
|
2021
Q2 | $317K | Buy |
5,079
+13
| +0.3% | +$811 | 0.2% | 100 |
|
|
2021
Q1 | $296K | Buy |
5,066
+3
| +0.1% | +$175 | 0.21% | 96 |
|
|
2020
Q4 | $296K | Buy |
5,063
+153
| +3% | +$8.95K | 0.22% | 91 |
|
|
2020
Q3 | $282K | Buy |
4,910
+19
| +0.4% | +$1.09K | 0.23% | 86 |
|
|
2020
Q2 | $250K | Buy |
4,891
+3
| +0.1% | +$153 | 0.23% | 88 |
|
|
2020
Q1 | $245K | Buy |
4,888
+3
| +0.1% | +$150 | 0.27% | 86 |
|
|
2019
Q4 | $269K | Buy |
4,885
+3
| +0.1% | +$165 | 0.25% | 95 |
|
|
2019
Q3 | $270K | Buy |
4,882
+3
| +0.1% | +$166 | 0.27% | 94 |
|
|
2019
Q2 | $263K | Sell |
4,879
-1,999
| -29% | -$108K | 0.26% | 94 |
|
|
2019
Q1 | $343K | Sell |
6,878
-946
| -12% | -$47.2K | 0.31% | 83 |
|
|
2018
Q4 | $313K | Sell |
7,824
-12
| -0.2% | -$480 | 0.32% | 77 |
|
|
2018
Q3 | $337K | Sell |
7,836
-297
| -4% | -$12.8K | 0.31% | 79 |
|
|
2018
Q2 | $333K | Sell |
8,133
-1,737
| -18% | -$71.1K | 0.32% | 77 |
|
|
2018
Q1 | $412K | Sell |
9,870
-4,227
| -30% | -$176K | 0.41% | 63 |
|
|
2017
Q4 | $603K | Buy |
+14,097
| New | +$603K | 0.57% | 54 |
|