Charles Carroll Financial Partners’s Mondelez International MDLZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $472K | Hold |
6,516
| – | – | 0.51% | 31 |
|
|
2023
Q3 | $452K | Hold |
6,516
| – | – | 0.56% | 34 |
|
|
2023
Q2 | $475K | Hold |
6,516
| – | – | 0.61% | 31 |
|
|
2023
Q1 | $454K | Hold |
6,516
| – | – | 0.7% | 28 |
|
|
2022
Q4 | $434K | Buy |
6,516
+152
| +2% | +$10.1K | 0.67% | 33 |
|
|
2022
Q3 | $349K | Hold |
6,364
| – | – | 0.56% | 34 |
|
|
2022
Q2 | $395K | Hold |
6,364
| – | – | 0.52% | 34 |
|
|
2022
Q1 | $400K | Hold |
6,364
| – | – | 0.41% | 33 |
|
|
2021
Q4 | $422K | Buy |
+6,364
| New | +$422K | 0.42% | 31 |
|