Kowal Investment Group’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 |
-4,836
| Closed | -$339K | – | 192 |
|
|
2024
Q1 | $339K | Sell |
4,836
-800
| -14% | -$56K | 0.07% | 125 |
|
|
2023
Q4 | $408K | Sell |
5,636
-113
| -2% | -$8.19K | 0.1% | 99 |
|
|
2023
Q3 | $399K | Sell |
5,749
-612
| -10% | -$42.5K | 0.11% | 92 |
|
|
2023
Q2 | $464K | Sell |
6,361
-105
| -2% | -$7.66K | 0.12% | 85 |
|
|
2023
Q1 | $451K | Buy |
6,466
+359
| +6% | +$25K | 0.13% | 84 |
|
|
2022
Q4 | $407K | Sell |
6,107
-512
| -8% | -$34.1K | 0.12% | 95 |
|
|
2022
Q3 | $363K | Buy |
6,619
+53
| +0.8% | +$2.91K | 0.12% | 87 |
|
|
2022
Q2 | $408K | Buy |
6,566
+52
| +0.8% | +$3.23K | 0.13% | 74 |
|
|
2022
Q1 | $409K | Sell |
6,514
-478
| -7% | -$30K | 0.12% | 76 |
|
|
2021
Q4 | $464K | Sell |
6,992
-247
| -3% | -$16.4K | 0.14% | 62 |
|
|
2021
Q3 | $421K | Sell |
7,239
-579
| -7% | -$33.7K | 0.13% | 60 |
|
|
2021
Q2 | $488K | Sell |
7,818
-249
| -3% | -$15.5K | 0.18% | 52 |
|
|
2021
Q1 | $472K | Buy |
8,067
+5
| +0.1% | +$293 | 0.19% | 48 |
|
|
2020
Q4 | $462K | Buy |
+8,062
| New | +$462K | 0.21% | 49 |
|