CCG 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
Q1 | – | Sell |
-4,701
| Closed | -$313K | – | 88 |
|
|
2022
Q4 | $313K | Buy |
4,701
+247
| +6% | +$16.5K | 0.17% | 61 |
|
|
2022
Q3 | $244K | Sell |
4,454
-103
| -2% | -$5.64K | 0.15% | 72 |
|
|
2022
Q2 | $283K | Hold |
4,557
| – | – | 0.16% | 72 |
|
|
2022
Q1 | $286K | Buy |
+4,557
| New | +$286K | 0.14% | 90 |
|
|
2020
Q1 | – | Sell |
-3,754
| Closed | -$207K | – | 80 |
|
|
2019
Q4 | $207K | Buy |
+3,754
| New | +$207K | 0.13% | 98 |
|