Core Wealth Partners’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 |
-4,154
| Closed | -$291K | – | 152 |
|
|
2024
Q1 | $291K | Hold |
4,154
| – | – | 0.22% | 89 |
|
|
2023
Q4 | $301K | Hold |
4,154
| – | – | 0.25% | 81 |
|
|
2023
Q3 | $288K | Hold |
4,154
| – | – | 0.26% | 79 |
|
|
2023
Q2 | $303K | Hold |
4,154
| – | – | 0.28% | 76 |
|
|
2023
Q1 | $290K | Buy |
4,154
+1,760
| +74% | +$123K | 0.29% | 71 |
|
|
2022
Q4 | $410K | Buy |
+2,394
| New | +$410K | 0.46% | 54 |
|