FinTrust Capital 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
Q3 | $164K | Buy |
2,231
+543
| +32% | +$40K | 0.03% | 339 |
|
2024
Q2 | $110K | Sell |
1,688
-1,517
| -47% | -$99.2K | 0.02% | 384 |
|
2024
Q1 | $224K | Sell |
3,205
-10,775
| -77% | -$754K | 0.04% | 274 |
|
2023
Q4 | $1.01M | Hold |
13,980
| – | – | 0.2% | 101 |
|
2023
Q3 | $970K | Buy |
13,980
+601
| +4% | +$41.7K | 0.22% | 102 |
|
2023
Q2 | $892K | Hold |
13,379
| – | – | 0.21% | 116 |
|
2023
Q1 | $892K | Hold |
13,379
| – | – | 0.22% | 113 |
|
2022
Q4 | $892K | Hold |
13,379
| – | – | 0.22% | 113 |
|
2022
Q3 | $781K | Sell |
13,379
-602
| -4% | -$35.1K | 0.2% | 119 |
|
2022
Q2 | $867K | Hold |
13,981
| – | – | 0.22% | 111 |
|
2022
Q1 | $877K | Buy |
13,981
+7,746
| +124% | +$486K | 0.2% | 112 |
|
2021
Q4 | $413K | Sell |
6,235
-284
| -4% | -$18.8K | 0.1% | 186 |
|
2021
Q3 | $379K | Buy |
6,519
+5,589
| +601% | +$325K | 0.1% | 184 |
|
2021
Q2 | $58K | Hold |
930
| – | – | 0.02% | 526 |
|
2021
Q1 | $54K | Hold |
930
| – | – | 0.02% | 525 |
|
2020
Q4 | $54K | Sell |
930
-208
| -18% | -$12.1K | 0.02% | 482 |
|
2020
Q3 | $65 | Sell |
1,138
-1,437
| -56% | -$82 | 0.01% | 439 |
|
2020
Q2 | $132K | Sell |
2,575
-8,093
| -76% | -$415K | 0.05% | 283 |
|
2020
Q1 | $534K | Sell |
10,668
-217
| -2% | -$10.9K | 0.26% | 81 |
|
2019
Q4 | $600K | Buy |
10,885
+76
| +0.7% | +$4.19K | 0.24% | 94 |
|
2019
Q3 | $598K | Hold |
10,809
| – | – | 0.2% | 89 |
|
2019
Q2 | $582K | Sell |
10,809
-454
| -4% | -$24.4K | 0.23% | 95 |
|
2019
Q1 | $562K | Buy |
11,263
+106
| +1% | +$5.29K | 0.24% | 85 |
|
2018
Q4 | $447K | Buy |
+11,157
| New | +$447K | 0.22% | 100 |
|