Arete Wealth Advisors’s Mondelez International MDLZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-5,978
| Closed | -$433K | – | 585 |
|
|
2023
Q4 | $433K | Sell |
5,978
-310
| -5% | -$22.5K | 0.03% | 440 |
|
|
2023
Q3 | $436K | Sell |
6,288
-4,879
| -44% | -$339K | 0.08% | 261 |
|
|
2023
Q2 | $815K | Sell |
11,167
-248
| -2% | -$18.1K | 0.07% | 250 |
|
|
2023
Q1 | $796K | Buy |
11,415
+308
| +3% | +$21.5K | 0.06% | 257 |
|
|
2022
Q4 | $740M | Buy |
11,107
+1,802
| +19% | +$120M | 0.06% | 257 |
|
|
2022
Q3 | $510K | Buy |
9,305
+1,580
| +20% | +$86.6K | 0.05% | 295 |
|
|
2022
Q2 | $480K | Buy |
7,725
+92
| +1% | +$5.72K | 0.05% | 252 |
|
|
2022
Q1 | $479K | Buy |
7,633
+581
| +8% | +$36.5K | 0.04% | 291 |
|
|
2021
Q4 | $466K | Buy |
7,052
+1,432
| +25% | +$94.6K | 0.04% | 299 |
|
|
2021
Q3 | $327K | Buy |
5,620
+415
| +8% | +$24.1K | 0.04% | 314 |
|
|
2021
Q2 | $252K | Buy |
5,205
+617
| +13% | +$29.9K | 0.04% | 288 |
|
|
2021
Q1 | $269K | Buy |
4,588
+764
| +20% | +$44.8K | 0.03% | 337 |
|
|
2020
Q4 | $223K | Sell |
3,824
-12,133
| -76% | -$708K | 0.03% | 361 |
|
|
2020
Q3 | $907K | Buy |
15,957
+112
| +0.7% | +$6.37K | 0.14% | 158 |
|
|
2020
Q2 | $810K | Sell |
15,845
-840
| -5% | -$42.9K | 0.14% | 168 |
|
|
2020
Q1 | $835K | Buy |
16,685
+1,052
| +7% | +$52.6K | 0.16% | 137 |
|
|
2019
Q4 | $861K | Sell |
15,633
-1,748
| -10% | -$96.3K | 0.15% | 159 |
|
|
2019
Q3 | $962K | Buy |
17,381
+2,085
| +14% | +$115K | 0.18% | 135 |
|
|
2019
Q2 | $824K | Sell |
15,296
-61
| -0.4% | -$3.29K | 0.16% | 156 |
|
|
2019
Q1 | $767K | Buy |
15,357
+6,021
| +64% | +$301K | 0.16% | 161 |
|
|
2018
Q4 | $374K | Buy |
+9,336
| New | +$374K | 0.09% | 231 |
|