Ironwood Financial’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 |
-3,647
| Closed | -$255K | – | 152 |
|
|
2024
Q1 | $255K | Buy |
3,647
+140
| +4% | +$9.8K | 0.06% | 138 |
|
|
2023
Q4 | $254K | Buy |
3,507
+108
| +3% | +$7.82K | 0.06% | 135 |
|
|
2023
Q3 | $236K | Hold |
3,399
| – | – | 0.06% | 129 |
|
|
2023
Q2 | $248K | Hold |
3,399
| – | – | 0.07% | 131 |
|
|
2023
Q1 | $237K | Hold |
3,399
| – | – | 0.07% | 133 |
|
|
2022
Q4 | $227K | Buy |
+3,399
| New | +$227K | 0.07% | 130 |
|
|
2022
Q1 | – | Sell |
-3,093
| Closed | -$205K | – | 131 |
|
|
2021
Q4 | $205K | Hold |
3,093
| – | – | 0.06% | 121 |
|
|
2021
Q3 | $180K | Hold |
3,093
| – | – | 0.05% | 121 |
|
|
2021
Q2 | $193K | Hold |
3,093
| – | – | 0.06% | 116 |
|
|
2021
Q1 | $181K | Hold |
3,093
| – | – | 0.06% | 109 |
|
|
2020
Q4 | $181K | Buy |
+3,093
| New | +$181K | 0.07% | 107 |
|
|
2020
Q1 | – | Sell |
-100
| Closed | -$6K | – | 380 |
|
|
2019
Q4 | $6K | Hold |
100
| – | – | ﹤0.01% | 303 |
|
|
2019
Q3 | $6K | Hold |
100
| – | – | ﹤0.01% | 308 |
|
|
2019
Q2 | $5K | Hold |
100
| – | – | ﹤0.01% | 317 |
|
|
2019
Q1 | $5K | Hold |
100
| – | – | ﹤0.01% | 310 |
|
|
2018
Q4 | $4K | Hold |
100
| – | – | ﹤0.01% | 314 |
|
|
2018
Q3 | $4K | Buy |
+100
| New | +$4K | ﹤0.01% | 309 |
|