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GWMIA
Global Wealth Management Investment Advisory’s
Mondelez International
MDLZ
Stock Holding History
Global Wealth Management Investment Advisory’s Portfolio
MDLZ Stock Details
MDLZ Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2024
Q1
–
Sell
-850
Closed
-$61.6K
–
317
2023
Q4
$61.6K
Sell
850
-200
-19%
-$13.7K
0.02%
183
2023
Q3
$72.9K
Sell
1,050
-200
-16%
-$14.4K
0.02%
170
2023
Q2
$91.2K
Buy
+1,250
New
+$92.3K
0.03%
163
2022
Q3
–
Sell
-1,382
Closed
-$86K
–
334
2022
Q2
$86K
Sell
1,382
-18
-1%
-$1.14K
0.03%
157
2022
Q1
$88K
Hold
1,400
–
–
0.03%
167
2021
Q4
$93K
Hold
1,400
–
–
0.03%
167
2021
Q3
$81K
Hold
1,400
–
–
0.03%
182
2021
Q2
$87K
Hold
1,400
–
–
0.03%
175
2021
Q1
$82K
Sell
1,400
-15
-1%
-$847
0.03%
175
2020
Q4
$83K
Buy
1,415
+15
+1%
+$857
0.03%
160
2020
Q3
$80K
Sell
1,400
-1,971
-58%
-$110K
0.03%
145
2020
Q2
$172K
Hold
3,371
–
–
0.07%
118
2020
Q1
$169K
Hold
3,371
–
–
0.09%
108
2019
Q4
$186K
Hold
3,371
–
–
0.08%
110
2019
Q3
$186K
Hold
3,371
–
–
0.09%
105
2019
Q2
$182K
Sell
3,371
-100
-3%
-$5.19K
0.09%
104
2019
Q1
$173K
Hold
3,471
–
–
0.09%
121
2018
Q4
$139K
Buy
+3,471
New
+$148K
0.08%
151
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$1.66T AUM
25.57%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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