Fiduciary Financial Services of The Southwest’s Mondelez International MDLZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $505K | Hold |
9,173
| – | – | 0.13% | 108 |
|
|
2019
Q3 | $507K | Buy |
9,173
+23
| +0.3% | +$1.27K | 0.14% | 113 |
|
|
2019
Q2 | $493K | Buy |
9,150
+135
| +1% | +$7.27K | 0.14% | 115 |
|
|
2019
Q1 | $450K | Buy |
9,015
+98
| +1% | +$4.89K | 0.13% | 115 |
|
|
2018
Q4 | $357K | Hold |
8,917
| – | – | 0.11% | 118 |
|
|
2018
Q3 | $383K | Hold |
8,917
| – | – | 0.11% | 127 |
|
|
2018
Q2 | $366K | Hold |
8,917
| – | – | 0.11% | 129 |
|
|
2018
Q1 | $372K | Sell |
8,917
-1,571
| -15% | -$65.5K | 0.11% | 125 |
|
|
2017
Q4 | $449K | Sell |
10,488
-1,145
| -10% | -$49K | 0.13% | 123 |
|
|
2017
Q3 | $473K | Buy |
11,633
+110
| +1% | +$4.47K | 0.14% | 117 |
|
|
2017
Q2 | $498K | Buy |
11,523
+1,290
| +13% | +$55.8K | 0.15% | 113 |
|
|
2017
Q1 | $441K | Sell |
10,233
-2,066
| -17% | -$89K | 0.14% | 116 |
|
|
2016
Q4 | $545K | Buy |
12,299
+135
| +1% | +$5.98K | 0.18% | 114 |
|
|
2016
Q3 | $534K | Sell |
12,164
-185
| -1% | -$8.12K | 0.17% | 119 |
|
|
2016
Q2 | $562K | Buy |
12,349
+460
| +4% | +$20.9K | 0.18% | 116 |
|
|
2016
Q1 | $477K | Buy |
11,889
+385
| +3% | +$15.4K | 0.17% | 115 |
|
|
2015
Q4 | $516K | Buy |
11,504
+320
| +3% | +$14.4K | 0.18% | 108 |
|
|
2015
Q3 | $468K | Sell |
11,184
-430
| -4% | -$18K | 0.16% | 114 |
|
|
2015
Q2 | $478K | Sell |
11,614
-596
| -5% | -$24.5K | 0.15% | 123 |
|
|
2015
Q1 | $441K | Sell |
12,210
-31
| -0.3% | -$1.12K | 0.13% | 122 |
|
|
2014
Q4 | $445K | Sell |
12,241
-288
| -2% | -$10.5K | 0.13% | 120 |
|
|
2014
Q3 | $429K | Sell |
12,529
-100
| -0.8% | -$3.42K | 0.12% | 126 |
|
|
2014
Q2 | $475K | Sell |
12,629
-85
| -0.7% | -$3.2K | 0.13% | 122 |
|
|
2014
Q1 | $439K | Hold |
12,714
| – | – | 0.13% | 124 |
|
|
2013
Q4 | $449K | Hold |
12,714
| – | – | 0.14% | 118 |
|
|
2013
Q3 | $399K | Hold |
12,714
| – | – | 0.13% | 119 |
|
|
2013
Q2 | $363K | Buy |
+12,714
| New | +$363K | 0.12% | 122 |
|