Icon Wealth Partners’s Mondelez International MDLZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $4.42M | Sell |
63,682
-4,148
| -6% | -$288K | 0.5% | 40 |
|
|
2023
Q2 | $4.95M | Sell |
67,830
-15,695
| -19% | -$1.14M | 0.52% | 36 |
|
|
2023
Q1 | $5.82M | Buy |
+83,525
| New | +$5.82M | 0.63% | 31 |
|
|
2022
Q2 | $5.89M | Sell |
94,890
-641
| -0.7% | -$39.8K | 0.7% | 27 |
|
|
2022
Q1 | $6M | Buy |
95,531
+2,646
| +3% | +$166K | 0.6% | 41 |
|
|
2021
Q4 | $6.16M | Buy |
92,885
+7,864
| +9% | +$521K | 0.62% | 40 |
|
|
2021
Q3 | $4.95M | Buy |
85,021
+1,045
| +1% | +$60.8K | 0.52% | 47 |
|
|
2021
Q2 | $5.24M | Buy |
83,976
+12,987
| +18% | +$811K | 0.56% | 45 |
|
|
2021
Q1 | $4.16M | Buy |
70,989
+9,061
| +15% | +$530K | 0.52% | 50 |
|
|
2020
Q4 | $3.62M | Buy |
61,928
+7,163
| +13% | +$419K | 0.57% | 45 |
|
|
2020
Q3 | $3.15M | Buy |
54,765
+46,710
| +580% | +$2.68M | 0.61% | 48 |
|
|
2020
Q2 | $412K | Buy |
8,055
+80
| +1% | +$4.09K | 0.1% | 145 |
|
|
2020
Q1 | $399K | Sell |
7,975
-208
| -3% | -$10.4K | 0.16% | 68 |
|
|
2019
Q4 | $451K | Buy |
8,183
+97
| +1% | +$5.35K | 0.14% | 79 |
|
|
2019
Q3 | $447K | Buy |
8,086
+56
| +0.7% | +$3.1K | 0.15% | 75 |
|
|
2019
Q2 | $433K | Hold |
8,030
| – | – | 0.15% | 79 |
|
|
2019
Q1 | $401K | Buy |
8,030
+33
| +0.4% | +$1.65K | 0.15% | 80 |
|
|
2018
Q4 | $320K | Hold |
7,997
| – | – | 0.15% | 96 |
|
|
2018
Q3 | $344K | Sell |
7,997
-158
| -2% | -$6.8K | 0.14% | 117 |
|
|
2018
Q2 | $334K | Sell |
8,155
-249
| -3% | -$10.2K | 0.14% | 112 |
|
|
2018
Q1 | $353K | Sell |
8,404
-486
| -5% | -$20.4K | 0.19% | 112 |
|
|
2017
Q4 | $380K | Buy |
+8,890
| New | +$380K | 0.19% | 116 |
|