BerganKDV 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $57.6K | Sell |
789
-188
| -19% | -$13.7K | 0.01% | 361 |
|
|
2023
Q1 | $68.1K | Buy |
977
+325
| +50% | +$22.7K | 0.01% | 357 |
|
|
2022
Q4 | $43.4K | Sell |
652
-2
| -0.3% | -$133 | ﹤0.01% | 389 |
|
|
2022
Q3 | $36K | Sell |
654
-432
| -40% | -$23.8K | ﹤0.01% | 407 |
|
|
2022
Q2 | $67K | Sell |
1,086
-1
| -0.1% | -$62 | 0.01% | 354 |
|
|
2022
Q1 | $68K | Sell |
1,087
-424
| -28% | -$26.5K | 0.01% | 360 |
|
|
2021
Q4 | $100K | Buy |
1,511
+562
| +59% | +$37.2K | 0.01% | 334 |
|
|
2021
Q3 | $55K | Sell |
949
-200
| -17% | -$11.6K | 0.01% | 387 |
|
|
2021
Q2 | $72K | Buy |
1,149
+201
| +21% | +$12.6K | 0.01% | 345 |
|
|
2021
Q1 | $56K | Sell |
948
-345
| -27% | -$20.4K | 0.01% | 354 |
|
|
2020
Q4 | $76K | Buy |
1,293
+18
| +1% | +$1.06K | 0.01% | 308 |
|
|
2020
Q3 | $73K | Sell |
1,275
-100
| -7% | -$5.73K | 0.01% | 296 |
|
|
2020
Q2 | $70K | Buy |
1,375
+9
| +0.7% | +$458 | 0.01% | 314 |
|
|
2020
Q1 | $68K | Buy |
1,366
+23
| +2% | +$1.15K | 0.01% | 289 |
|
|
2019
Q4 | $74K | Buy |
1,343
+169
| +14% | +$9.31K | 0.01% | 305 |
|
|
2019
Q3 | $65K | Sell |
1,174
-255
| -18% | -$14.1K | 0.01% | 303 |
|
|
2019
Q2 | $77K | Hold |
1,429
| – | – | 0.02% | 288 |
|
|
2019
Q1 | $71K | Hold |
1,429
| – | – | 0.01% | 310 |
|
|
2018
Q4 | $57K | Hold |
1,429
| – | – | 0.01% | 291 |
|
|
2018
Q3 | $61K | Hold |
1,429
| – | – | 0.01% | 299 |
|
|
2018
Q2 | $59K | Buy |
+1,429
| New | +$59K | 0.01% | 301 |
|