Heron Financial Group’s Mondelez International MDLZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $311K | Hold |
4,270
| – | – | 0.17% | 107 |
|
|
2023
Q1 | $298K | Sell |
4,270
-896
| -17% | -$62.5K | 0.16% | 109 |
|
|
2022
Q4 | $342K | Hold |
5,166
| – | – | 0.23% | 84 |
|
|
2022
Q3 | $283K | Hold |
5,166
| – | – | 0.17% | 103 |
|
|
2022
Q2 | $321K | Sell |
5,166
-1
| -0% | -$62 | 0.19% | 99 |
|
|
2022
Q1 | $324K | Hold |
5,167
| – | – | 0.17% | 109 |
|
|
2021
Q4 | $345K | Sell |
5,167
-100
| -2% | -$6.68K | 0.19% | 101 |
|
|
2021
Q3 | $306K | Sell |
5,267
-215
| -4% | -$12.5K | 0.17% | 106 |
|
|
2021
Q2 | $342K | Sell |
5,482
-98
| -2% | -$6.11K | 0.2% | 100 |
|
|
2021
Q1 | $326K | Hold |
5,580
| – | – | 0.2% | 100 |
|
|
2020
Q4 | $322K | Sell |
5,580
-370
| -6% | -$21.4K | 0.22% | 99 |
|
|
2020
Q3 | $340K | Sell |
5,950
-656
| -10% | -$37.5K | 0.27% | 82 |
|
|
2020
Q2 | $340K | Buy |
6,606
+101
| +2% | +$5.2K | 0.3% | 78 |
|
|
2020
Q1 | $355K | Sell |
6,505
-555
| -8% | -$30.3K | 0.36% | 68 |
|
|
2019
Q4 | $416K | Buy |
+7,060
| New | +$416K | 0.34% | 72 |
|