Financial Architects (New Jersey)’s Mondelez International MDLZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $611K | Buy |
8,383
+2
| +0% | +$146 | 0.09% | 187 |
|
|
2023
Q1 | $584K | Buy |
8,381
+759
| +10% | +$52.9K | 0.09% | 184 |
|
|
2022
Q4 | $508K | Sell |
7,622
-65
| -0.8% | -$4.33K | 0.08% | 212 |
|
|
2022
Q3 | $421K | Buy |
+7,687
| New | +$421K | 0.07% | 214 |
|
|
2022
Q2 | – | Sell |
-7,560
| Closed | -$475K | – | 169 |
|
|
2022
Q1 | $475K | Buy |
7,560
+1,434
| +23% | +$90.1K | 0.07% | 205 |
|
|
2021
Q4 | $406K | Buy |
6,126
+37
| +0.6% | +$2.45K | 0.05% | 227 |
|
|
2021
Q3 | $354K | Buy |
6,089
+397
| +7% | +$23.1K | 0.05% | 240 |
|
|
2021
Q2 | $355K | Buy |
5,692
+2
| +0% | +$125 | 0.05% | 240 |
|
|
2021
Q1 | $333K | Buy |
5,690
+3
| +0.1% | +$176 | 0.05% | 246 |
|
|
2020
Q4 | $333K | Buy |
+5,687
| New | +$333K | 0.06% | 211 |
|
|
2020
Q3 | – | Sell |
-615
| Closed | -$31K | – | 551 |
|
|
2020
Q2 | $31K | Buy |
615
+105
| +21% | +$5.29K | 0.01% | 481 |
|
|
2020
Q1 | $26K | Sell |
510
-400
| -44% | -$20.4K | 0.01% | 468 |
|
|
2019
Q4 | $50K | Hold |
910
| – | – | 0.01% | 430 |
|
|
2019
Q3 | $50K | Sell |
910
-27
| -3% | -$1.48K | 0.01% | 435 |
|
|
2019
Q2 | $51K | Sell |
937
-2,308
| -71% | -$126K | 0.01% | 448 |
|
|
2019
Q1 | $161K | Sell |
3,245
-95
| -3% | -$4.71K | 0.03% | 330 |
|
|
2018
Q4 | $134K | Buy |
3,340
+133
| +4% | +$5.34K | 0.03% | 319 |
|
|
2018
Q3 | $138K | Sell |
3,207
-606
| -16% | -$26.1K | 0.02% | 341 |
|
|
2018
Q2 | $156K | Sell |
3,813
-176
| -4% | -$7.2K | 0.03% | 316 |
|
|
2018
Q1 | $166K | Buy |
3,989
+581
| +17% | +$24.2K | 0.03% | 306 |
|
|
2017
Q4 | $146K | Sell |
3,408
-319
| -9% | -$13.7K | 0.02% | 359 |
|
|
2017
Q3 | $152K | Hold |
3,727
| – | – | 0.03% | 371 |
|
|
2017
Q2 | $161K | Sell |
3,727
-25
| -0.7% | -$1.08K | 0.03% | 335 |
|
|
2017
Q1 | $162K | Buy |
3,752
+95
| +3% | +$4.1K | 0.03% | 323 |
|
|
2016
Q4 | $162K | Buy |
3,657
+77
| +2% | +$3.41K | 0.04% | 285 |
|
|
2016
Q3 | $157K | Hold |
3,580
| – | – | 0.04% | 305 |
|
|
2016
Q2 | $162K | Buy |
3,580
+2,702
| +308% | +$122K | 0.05% | 286 |
|
|
2016
Q1 | $35K | Buy |
+878
| New | +$35K | 0.01% | 451 |
|
|
2015
Q2 | – | Sell |
-1,078
| Closed | -$39K | – | 1193 |
|
|
2015
Q1 | $39K | Hold |
1,078
| – | – | 0.02% | 439 |
|
|
2014
Q4 | $39K | Sell |
1,078
-274
| -20% | -$9.91K | 0.02% | 385 |
|
|
2014
Q3 | $46K | Buy |
1,352
+93
| +7% | +$3.16K | 0.02% | 318 |
|
|
2014
Q2 | $47K | Buy |
+1,259
| New | +$47K | 0.02% | 328 |
|
|
2013
Q4 | – | Sell |
-260
| Closed | -$8K | – | 389 |
|
|
2013
Q3 | $8K | Hold |
260
| – | – | 0.01% | 516 |
|
|
2013
Q2 | $8K | Buy |
+260
| New | +$8K | 0.01% | 495 |
|