Baker Tilly 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
Q3 | – | Sell |
-3,174
| Closed | -$208K | – | 267 |
|
|
2024
Q2 | $208K | Sell |
3,174
-3,094
| -49% | -$202K | 0.09% | 266 |
|
|
2024
Q1 | $439K | Sell |
6,268
-1,102
| -15% | -$77.1K | 0.08% | 286 |
|
|
2023
Q4 | $534K | Sell |
7,370
-2,033
| -22% | -$147K | 0.09% | 263 |
|
|
2023
Q3 | $653K | Sell |
9,403
-26,248
| -74% | -$1.82M | 0.11% | 196 |
|
|
2023
Q2 | $2.6M | Buy |
35,651
+1,812
| +5% | +$132K | 0.27% | 81 |
|
|
2023
Q1 | $2.36M | Sell |
33,839
-3,517
| -9% | -$245K | 0.27% | 83 |
|
|
2022
Q4 | $2.49M | Buy |
37,356
+4,581
| +14% | +$305K | 0.31% | 76 |
|
|
2022
Q3 | $1.8M | Sell |
32,775
-44
| -0.1% | -$2.41K | 0.24% | 91 |
|
|
2022
Q2 | $2.04M | Buy |
32,819
+1,473
| +5% | +$91.5K | 0.27% | 82 |
|
|
2022
Q1 | $1.97M | Buy |
31,346
+7,073
| +29% | +$444K | 0.22% | 97 |
|
|
2021
Q4 | $1.61M | Buy |
24,273
+5,917
| +32% | +$392K | 0.17% | 119 |
|
|
2021
Q3 | $1.07M | Buy |
18,356
+2,870
| +19% | +$167K | 0.14% | 154 |
|
|
2021
Q2 | $967K | Buy |
15,486
+2,682
| +21% | +$167K | 0.16% | 151 |
|
|
2021
Q1 | $749K | Buy |
+12,804
| New | +$749K | 0.15% | 168 |
|