Berman Capital Advisors’s Mondelez International MDLZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $504K | Buy |
8,664
+2,158
| +33% | +$126K | 0.08% | 133 |
|
|
2021
Q2 | $406K | Buy |
6,506
+888
| +16% | +$55.4K | 0.06% | 141 |
|
|
2021
Q1 | $328K | Buy |
5,618
+297
| +6% | +$17.3K | 0.07% | 136 |
|
|
2020
Q4 | $310K | Buy |
5,321
+247
| +5% | +$14.4K | 0.07% | 119 |
|
|
2020
Q3 | $290K | Sell |
5,074
-74
| -1% | -$4.23K | 0.08% | 107 |
|
|
2020
Q2 | $262K | Buy |
5,148
+1,435
| +39% | +$73K | 0.07% | 118 |
|
|
2020
Q1 | $185K | Buy |
3,713
+1,053
| +40% | +$52.5K | 0.06% | 127 |
|
|
2019
Q4 | $146K | Buy |
2,660
+2
| +0.1% | +$110 | 0.04% | 174 |
|
|
2019
Q3 | $147K | Sell |
2,658
-4
| -0.2% | -$221 | 0.05% | 162 |
|
|
2019
Q2 | $143K | Buy |
2,662
+215
| +9% | +$11.6K | 0.05% | 167 |
|
|
2019
Q1 | $122K | Sell |
2,447
-23
| -0.9% | -$1.15K | 0.04% | 168 |
|
|
2018
Q4 | $98K | Buy |
+2,470
| New | +$98K | 0.04% | 177 |
|