JSF 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
Q4 | – | Sell |
-2,723
| Closed | -$201K | – | 128 |
|
|
2024
Q3 | $201K | Buy |
+2,723
| New | +$201K | 0.06% | 112 |
|
|
2024
Q2 | – | Sell |
-12,296
| Closed | -$861K | – | 114 |
|
|
2024
Q1 | $861K | Buy |
12,296
+8,936
| +266% | +$625K | 0.27% | 45 |
|
|
2023
Q4 | $243K | Buy |
3,360
+31
| +0.9% | +$2.25K | 0.08% | 95 |
|
|
2023
Q3 | $231K | Sell |
3,329
-271
| -8% | -$18.8K | 0.09% | 94 |
|
|
2023
Q2 | $263K | Sell |
3,600
-616
| -15% | -$44.9K | 0.09% | 88 |
|
|
2023
Q1 | $294K | Buy |
+4,216
| New | +$294K | 0.11% | 93 |
|