Fiducient Advisors’s Mondelez International MDLZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-3,692
| Closed | -$269K | – | 141 |
|
|
2023
Q4 | $269K | Buy |
+3,692
| New | +$269K | 0.05% | 104 |
|
|
2021
Q4 | – | Sell |
-3,830
| Closed | -$223K | – | 87 |
|
|
2021
Q3 | $223K | Sell |
3,830
-1,559
| -29% | -$90.8K | 0.07% | 95 |
|
|
2021
Q2 | $336K | Hold |
5,389
| – | – | 0.1% | 52 |
|
|
2021
Q1 | $315K | Hold |
5,389
| – | – | 0.1% | 57 |
|
|
2020
Q4 | $315K | Buy |
+5,389
| New | +$315K | 0.12% | 55 |
|