Cassady Schiller 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
Q4 | $27.2K | Buy |
455
+64
| +16% | +$3.82K | 0.01% | 256 |
|
2024
Q3 | $28.8K | Hold |
391
| – | – | 0.01% | 244 |
|
2024
Q2 | $25.6K | Hold |
391
| – | – | 0.01% | 248 |
|
2024
Q1 | $27.4K | Sell |
391
-34
| -8% | -$2.38K | 0.01% | 258 |
|
2023
Q4 | $30.8K | Buy |
425
+111
| +35% | +$8.04K | 0.02% | 244 |
|
2023
Q3 | $21.8K | Hold |
314
| – | – | 0.01% | 267 |
|
2023
Q2 | $22.9K | Buy |
314
+270
| +614% | +$19.7K | 0.01% | 273 |
|
2023
Q1 | $3.07K | Sell |
44
-46
| -51% | -$3.21K | ﹤0.01% | 382 |
|
2022
Q4 | $6K | Buy |
+90
| New | +$6K | ﹤0.01% | 354 |
|
2022
Q1 | – | Sell |
-76
| Closed | -$5K | – | 394 |
|
2021
Q4 | $5K | Buy |
+76
| New | +$5K | ﹤0.01% | 354 |
|