Hohimer Wealth Management’s Mondelez International MDLZ Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-15,774
| Closed | -$1.1M | – | 245 |
|
2024
Q1 | $1.1M | Buy |
15,774
+835
| +6% | +$58.5K | 0.26% | 105 |
|
2023
Q4 | $1.08M | Buy |
14,939
+226
| +2% | +$16.4K | 0.27% | 107 |
|
2023
Q3 | $1.02M | Buy |
14,713
+185
| +1% | +$12.8K | 0.29% | 93 |
|
2023
Q2 | $1.06M | Sell |
14,528
-501
| -3% | -$36.5K | 0.29% | 87 |
|
2023
Q1 | $1.05M | Buy |
15,029
+252
| +2% | +$17.6K | 0.3% | 83 |
|
2022
Q4 | $985K | Sell |
14,777
-516
| -3% | -$34.4K | 0.31% | 70 |
|
2022
Q3 | $839K | Sell |
15,293
-13
| -0.1% | -$713 | 0.27% | 99 |
|
2022
Q2 | $950K | Sell |
15,306
-1,273
| -8% | -$79K | 0.28% | 93 |
|
2022
Q1 | $1.04M | Buy |
16,579
+391
| +2% | +$24.6K | 0.21% | 123 |
|
2021
Q4 | $1.07M | Buy |
16,188
+710
| +5% | +$47.1K | 0.23% | 117 |
|
2021
Q3 | $901K | Buy |
15,478
+59
| +0.4% | +$3.43K | 0.19% | 125 |
|
2021
Q2 | $963K | Buy |
15,419
+1,203
| +8% | +$75.1K | 0.2% | 123 |
|
2021
Q1 | $832K | Sell |
14,216
-8,294
| -37% | -$485K | 0.2% | 120 |
|
2020
Q4 | $1.32M | Buy |
22,510
+102
| +0.5% | +$5.96K | 0.35% | 93 |
|
2020
Q3 | $1.28M | Buy |
22,408
+350
| +2% | +$20K | 0.37% | 92 |
|
2020
Q2 | $1.13M | Buy |
22,058
+1,748
| +9% | +$89.4K | 0.39% | 92 |
|
2020
Q1 | $1.05M | Sell |
20,310
-331
| -2% | -$17K | 0.44% | 96 |
|
2019
Q4 | $1.14M | Buy |
+20,641
| New | +$1.14M | 0.4% | 115 |
|