Curi 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 |
-4,816
| Closed | -$321K | – | 179 |
|
|
2022
Q4 | $321K | Buy |
+4,816
| New | +$321K | 0.05% | 136 |
|
|
2022
Q3 | – | Sell |
-1,654
| Closed | -$103K | – | 490 |
|
|
2022
Q2 | $103K | Sell |
1,654
-127,640
| -99% | -$7.95M | 0.02% | 171 |
|
|
2022
Q1 | $8.12M | Sell |
129,294
-74,677
| -37% | -$4.69M | 1.41% | 28 |
|
|
2021
Q4 | $13.5M | Buy |
+203,971
| New | +$13.5M | 2.33% | 14 |
|
|
2021
Q1 | – | Sell |
-996
| Closed | -$58K | – | 326 |
|
|
2020
Q4 | $58K | Buy |
+996
| New | +$58K | 0.04% | 148 |
|