Heartwood 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
Q4 | – | Sell |
-2,771
| Closed | -$204K | – | 178 |
|
|
2024
Q3 | $204K | Buy |
+2,771
| New | +$204K | 0.02% | 174 |
|
|
2024
Q1 | – | Sell |
-2,771
| Closed | -$201K | – | 160 |
|
|
2023
Q4 | $201K | Buy |
+2,771
| New | +$201K | 0.03% | 146 |
|
|
2023
Q3 | – | Sell |
-2,771
| Closed | -$202K | – | 139 |
|
|
2023
Q2 | $202K | Sell |
2,771
-410
| -13% | -$29.9K | 0.03% | 137 |
|
|
2023
Q1 | $222K | Hold |
3,181
| – | – | 0.03% | 120 |
|
|
2022
Q4 | $212K | Buy |
+3,181
| New | +$212K | 0.03% | 119 |
|