Altavista 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $455K | Buy |
6,854
+830
| +14% | +$55.1K | 0.09% | 129 |
|
|
2021
Q3 | $350K | Buy |
6,024
+32
| +0.5% | +$1.86K | 0.08% | 142 |
|
|
2021
Q2 | $374K | Hold |
5,992
| – | – | 0.08% | 139 |
|
|
2021
Q1 | $351K | Hold |
5,992
| – | – | 0.09% | 133 |
|
|
2020
Q4 | $350K | Sell |
5,992
-350
| -6% | -$20.4K | 0.09% | 134 |
|
|
2020
Q3 | $364K | Sell |
6,342
-700
| -10% | -$40.2K | 0.1% | 127 |
|
|
2020
Q2 | $360K | Hold |
7,042
| – | – | 0.1% | 122 |
|
|
2020
Q1 | $353K | Hold |
7,042
| – | – | 0.12% | 114 |
|
|
2019
Q4 | $388K | Buy |
7,042
+1,222
| +21% | +$67.3K | 0.12% | 122 |
|
|
2019
Q3 | $322K | Sell |
5,820
-473
| -8% | -$26.2K | 0.1% | 134 |
|
|
2019
Q2 | $339K | Hold |
6,293
| – | – | 0.11% | 117 |
|
|
2019
Q1 | $314K | Hold |
6,293
| – | – | 0.11% | 119 |
|
|
2018
Q4 | $252K | Sell |
6,293
-169
| -3% | -$6.77K | 0.1% | 130 |
|
|
2018
Q3 | $278K | Hold |
6,462
| – | – | 0.1% | 132 |
|
|
2018
Q2 | $265K | Sell |
6,462
-609
| -9% | -$25K | 0.11% | 128 |
|
|
2018
Q1 | $295K | Sell |
7,071
-181
| -2% | -$7.55K | 0.12% | 117 |
|
|
2017
Q4 | $310K | Buy |
+7,252
| New | +$310K | 0.13% | 119 |
|
|
2014
Q3 | – | Sell |
-15,430
| Closed | -$580K | – | 116 |
|
|
2014
Q2 | $580K | Sell |
15,430
-9,651
| -38% | -$363K | 0.36% | 64 |
|
|
2014
Q1 | $867K | Sell |
25,081
-1,606
| -6% | -$55.5K | 0.53% | 54 |
|
|
2013
Q4 | $942K | Sell |
26,687
-2,136
| -7% | -$75.4K | 0.57% | 52 |
|
|
2013
Q3 | $906K | Sell |
28,823
-345
| -1% | -$10.8K | 0.59% | 53 |
|
|
2013
Q2 | $832K | Buy |
+29,168
| New | +$832K | 0.56% | 56 |
|