Affinity 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 |
-5,282
| Closed | -$389K | – | 103 |
|
|
2024
Q3 | $389K | Buy |
5,282
+134
| +3% | +$9.87K | 0.07% | 68 |
|
|
2024
Q2 | $337K | Buy |
5,148
+19
| +0.4% | +$1.24K | 0.06% | 75 |
|
|
2024
Q1 | $359K | Hold |
5,129
| – | – | 0.07% | 71 |
|
|
2023
Q4 | $372K | Hold |
5,129
| – | – | 0.08% | 66 |
|
|
2023
Q3 | $356K | Hold |
5,129
| – | – | 0.08% | 69 |
|
|
2023
Q2 | $374K | Buy |
5,129
+19
| +0.4% | +$1.39K | 0.09% | 70 |
|
|
2023
Q1 | $356K | Buy |
5,110
+224
| +5% | +$15.6K | 0.08% | 75 |
|
|
2022
Q4 | $326K | Buy |
4,886
+113
| +2% | +$7.53K | 0.08% | 70 |
|
|
2022
Q3 | $262K | Buy |
4,773
+54
| +1% | +$2.96K | 0.07% | 78 |
|
|
2022
Q2 | $294K | Buy |
4,719
+1
| +0% | +$62 | 0.07% | 74 |
|
|
2022
Q1 | $302K | Sell |
4,718
-649
| -12% | -$41.5K | 0.06% | 82 |
|
|
2021
Q4 | $364K | Buy |
5,367
+775
| +17% | +$52.6K | 0.08% | 75 |
|
|
2021
Q3 | $266K | Buy |
+4,592
| New | +$266K | 0.05% | 98 |
|