Buttonwood Financial Advisors’s Mondelez International MDLZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-3,400
| Closed | -$238K | – | 104 |
|
|
2024
Q1 | $238K | Hold |
3,400
| – | – | 0.11% | 95 |
|
|
2023
Q4 | $246K | Sell |
3,400
-235
| -6% | -$17K | 0.13% | 93 |
|
|
2023
Q3 | $252K | Hold |
3,635
| – | – | 0.16% | 94 |
|
|
2023
Q2 | $265K | Hold |
3,635
| – | – | 0.17% | 89 |
|
|
2023
Q1 | $253K | Hold |
3,635
| – | – | 0.2% | 67 |
|
|
2022
Q4 | $242K | Hold |
3,635
| – | – | 0.2% | 69 |
|
|
2022
Q3 | $210K | Buy |
3,635
+235
| +7% | +$13.6K | 0.19% | 68 |
|
|
2022
Q2 | $211K | Buy |
+3,400
| New | +$211K | 0.19% | 70 |
|