Family Management’s Mondelez International MDLZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-4,500
| Closed | -$205K | – | 81 |
|
|
2016
Q2 | $205K | Buy |
+4,500
| New | +$205K | 0.12% | 71 |
|
|
2016
Q1 | – | Sell |
-144,006
| Closed | -$6.46M | – | 80 |
|
|
2015
Q4 | $6.46M | Sell |
144,006
-7,211
| -5% | -$323K | 3.34% | 14 |
|
|
2015
Q3 | $6.33M | Buy |
+151,217
| New | +$6.33M | 2.79% | 12 |
|
|
2013
Q4 | – | Sell |
-80,850
| Closed | -$2.54M | – | 72 |
|
|
2013
Q3 | $2.54M | Sell |
80,850
-26,275
| -25% | -$825K | 1.64% | 28 |
|
|
2013
Q2 | $3.06M | Buy |
+107,125
| New | +$3.06M | 1.86% | 24 |
|