B. Riley 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
Q2 | $704 | Buy |
11,332
+1,487
| +15% | +$92 | ﹤0.01% | 350 |
|
2022
Q1 | $618K | Sell |
9,845
-4,268
| -30% | -$268K | 0.05% | 293 |
|
2021
Q4 | $936K | Buy |
14,113
+666
| +5% | +$44.2K | 0.06% | 244 |
|
2021
Q3 | $782K | Buy |
13,447
+8,065
| +150% | +$469K | 0.06% | 259 |
|
2021
Q2 | $336K | Hold |
5,382
| – | – | 0.04% | 296 |
|
2021
Q1 | $315K | Sell |
5,382
-135
| -2% | -$7.9K | 0.04% | 293 |
|
2020
Q4 | $323K | Sell |
5,517
-2,940
| -35% | -$172K | 0.04% | 263 |
|
2020
Q3 | $486K | Sell |
8,457
-9,154
| -52% | -$526K | 0.06% | 231 |
|
2020
Q2 | $901K | Sell |
17,611
-1,504
| -8% | -$76.9K | 0.1% | 169 |
|
2020
Q1 | $957K | Buy |
19,115
+12,350
| +183% | +$618K | 0.1% | 184 |
|
2019
Q4 | $373K | Sell |
6,765
-4,801
| -42% | -$265K | 0.06% | 253 |
|
2019
Q3 | $640K | Sell |
11,566
-1,093
| -9% | -$60.5K | 0.11% | 175 |
|
2019
Q2 | $682 | Sell |
12,659
-1,256
| -9% | -$68 | 0.1% | 173 |
|
2019
Q1 | $695K | Buy |
13,915
+4,859
| +54% | +$243K | 0.12% | 171 |
|
2018
Q4 | $363K | Sell |
9,056
-1,097
| -11% | -$44K | 0.08% | 216 |
|
2018
Q3 | $436K | Buy |
+10,153
| New | +$436K | 0.11% | 163 |
|
2016
Q1 | $292K | Sell |
7,301
-608
| -8% | -$24.3K | 0.44% | 84 |
|
2015
Q4 | $354K | Sell |
7,909
-116
| -1% | -$5.19K | 0.45% | 74 |
|
2015
Q3 | $336K | Sell |
8,025
-32
| -0.4% | -$1.34K | 0.48% | 76 |
|
2015
Q2 | $331K | Sell |
8,057
-48
| -0.6% | -$1.97K | 0.26% | 110 |
|
2015
Q1 | $292K | Sell |
8,105
-1,068
| -12% | -$38.5K | 0.22% | 129 |
|
2014
Q4 | $333K | Buy |
9,173
+193
| +2% | +$7.01K | 0.27% | 97 |
|
2014
Q3 | $307K | Buy |
8,980
+5,843
| +186% | +$200K | 0.23% | 128 |
|
2014
Q2 | $117K | Sell |
3,137
-748
| -19% | -$27.9K | 0.08% | 322 |
|
2014
Q1 | $134K | Buy |
+3,885
| New | +$134K | 0.1% | 258 |
|