Bison Wealth’s Mondelez International MDLZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $201K | Sell |
3,363
-1,293
| -28% | -$77.2K | 0.04% | 307 |
|
|
2024
Q3 | $343K | Buy |
4,656
+252
| +6% | +$18.6K | 0.05% | 298 |
|
|
2024
Q2 | $308K | Hold |
4,404
| – | – | 0.05% | 329 |
|
|
2024
Q1 | $308K | Sell |
4,404
-234
| -5% | -$16.4K | 0.05% | 329 |
|
|
2023
Q4 | $336K | Sell |
4,638
-617
| -12% | -$44.7K | 0.06% | 297 |
|
|
2023
Q3 | $365K | Sell |
5,255
-1,249
| -19% | -$86.7K | 0.07% | 274 |
|
|
2023
Q2 | $474K | Buy |
6,504
+3,428
| +111% | +$250K | 0.09% | 225 |
|
|
2023
Q1 | $241K | Sell |
3,076
-38
| -1% | -$2.98K | 0.07% | 220 |
|
|
2022
Q4 | $202K | Buy |
+3,114
| New | +$202K | 0.06% | 254 |
|
|
2022
Q1 | – | Sell |
-3,014
| Closed | -$200K | – | 378 |
|
|
2021
Q4 | $200K | Sell |
3,014
-552
| -15% | -$36.6K | 0.12% | 181 |
|
|
2021
Q3 | $207K | Sell |
3,566
-85
| -2% | -$4.93K | 0.09% | 220 |
|
|
2021
Q2 | $228K | Sell |
3,651
-341
| -9% | -$21.3K | 0.1% | 221 |
|
|
2021
Q1 | $234K | Buy |
+3,992
| New | +$234K | 0.1% | 216 |
|
|
2020
Q1 | – | Sell |
-4,202
| Closed | -$231K | – | 375 |
|
|
2019
Q4 | $231K | Buy |
4,202
+371
| +10% | +$20.4K | 0.11% | 205 |
|
|
2019
Q3 | $212K | Buy |
+3,831
| New | +$212K | 0.12% | 202 |
|
|
2017
Q3 | – | Sell |
-7,625
| Closed | -$329K | – | 201 |
|
|
2017
Q2 | $329K | Sell |
7,625
-74
| -1% | -$3.19K | 0.27% | 102 |
|
|
2017
Q1 | $332K | Sell |
7,699
-1,318
| -15% | -$56.8K | 0.29% | 98 |
|
|
2016
Q4 | $400K | Buy |
9,017
+543
| +6% | +$24.1K | 0.34% | 79 |
|
|
2016
Q3 | $372K | Sell |
8,474
-10,216
| -55% | -$448K | 0.32% | 86 |
|
|
2016
Q2 | $851K | Buy |
18,690
+3,903
| +26% | +$178K | 0.51% | 66 |
|
|
2016
Q1 | $593K | Sell |
14,787
-3,066
| -17% | -$123K | 0.38% | 84 |
|
|
2015
Q4 | $801K | Buy |
17,853
+142
| +0.8% | +$6.37K | 0.46% | 67 |
|
|
2015
Q3 | $742K | Buy |
17,711
+3,861
| +28% | +$162K | 0.49% | 66 |
|
|
2015
Q2 | $570K | Buy |
13,850
+293
| +2% | +$12.1K | 0.33% | 104 |
|
|
2015
Q1 | $489K | Buy |
13,557
+2,920
| +27% | +$105K | 0.3% | 115 |
|
|
2014
Q4 | $386K | Buy |
+10,637
| New | +$386K | 0.29% | 107 |
|