Global Wealth Management Investment Advisory’s Mondelez International MDLZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-850
| Closed | -$61.6K | – | 317 |
|
|
2023
Q4 | $61.6K | Sell |
850
-200
| -19% | -$14.5K | 0.02% | 183 |
|
|
2023
Q3 | $72.9K | Sell |
1,050
-200
| -16% | -$13.9K | 0.02% | 170 |
|
|
2023
Q2 | $91.2K | Buy |
+1,250
| New | +$91.2K | 0.03% | 163 |
|
|
2022
Q3 | – | Sell |
-1,382
| Closed | -$86K | – | 334 |
|
|
2022
Q2 | $86K | Sell |
1,382
-18
| -1% | -$1.12K | 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% | -$879 | 0.03% | 175 |
|
|
2020
Q4 | $83K | Buy |
1,415
+15
| +1% | +$880 | 0.03% | 160 |
|
|
2020
Q3 | $80K | Sell |
1,400
-1,971
| -58% | -$113K | 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% | -$5.4K | 0.09% | 104 |
|
|
2019
Q1 | $173K | Hold |
3,471
| – | – | 0.09% | 121 |
|
|
2018
Q4 | $139K | Buy |
+3,471
| New | +$139K | 0.08% | 151 |
|