Geller 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
Q4 | $448K | Buy |
7,446
+1
| +0% | +$60 | 0.03% | 145 |
|
|
2024
Q3 | $552K | Sell |
7,445
-247
| -3% | -$18.3K | 0.04% | 129 |
|
|
2024
Q2 | $507K | Buy |
7,692
+48
| +0.6% | +$3.16K | 0.04% | 140 |
|
|
2024
Q1 | $538K | Sell |
7,644
-385
| -5% | -$27.1K | 0.04% | 130 |
|
|
2023
Q4 | $585K | Sell |
8,029
-599
| -7% | -$43.6K | 0.06% | 106 |
|
|
2023
Q3 | $602K | Sell |
8,628
-2,577
| -23% | -$180K | 0.07% | 93 |
|
|
2023
Q2 | $822K | Buy |
+11,205
| New | +$822K | 0.1% | 65 |
|
|
2023
Q1 | – | Sell |
-4,245
| Closed | -$285K | – | 184 |
|
|
2022
Q4 | $285K | Sell |
4,245
-3,967
| -48% | -$266K | 0.05% | 102 |
|
|
2022
Q3 | $453K | Buy |
+8,212
| New | +$453K | 0.1% | 54 |
|