Financial Synergies Wealth 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
Q2 | – | Sell |
-354
| Closed | -$24.8K | – | 291 |
|
|
2024
Q1 | $24.8K | Hold |
354
| – | – | ﹤0.01% | 175 |
|
|
2023
Q4 | $23.6K | Sell |
354
-205
| -37% | -$13.7K | ﹤0.01% | 128 |
|
|
2023
Q3 | $38.8K | Sell |
559
-231
| -29% | -$16K | 0.01% | 127 |
|
|
2023
Q2 | $57.6K | Buy |
790
+3
| +0.4% | +$219 | 0.01% | 103 |
|
|
2023
Q1 | $54.9K | Buy |
787
+433
| +122% | +$30.2K | 0.01% | 107 |
|
|
2022
Q4 | $23.6K | Buy |
+354
| New | +$23.6K | ﹤0.01% | 128 |
|