Laidlaw 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
Q4 | – | Sell |
-3,324
| Closed | -$245K | – | 182 |
|
|
2024
Q3 | $245K | Buy |
+3,324
| New | +$245K | 0.12% | 153 |
|
|
2024
Q2 | – | Sell |
-3,426
| Closed | -$240K | – | 179 |
|
|
2024
Q1 | $240K | Sell |
3,426
-1,621
| -32% | -$113K | 0.13% | 153 |
|
|
2023
Q4 | $366K | Sell |
5,047
-37
| -0.7% | -$2.68K | 0.13% | 159 |
|
|
2023
Q3 | $353K | Buy |
5,084
+1,505
| +42% | +$104K | 0.12% | 186 |
|
|
2023
Q2 | $261K | Sell |
3,579
-175
| -5% | -$12.8K | 0.05% | 286 |
|
|
2023
Q1 | $262K | Sell |
3,754
-574
| -13% | -$40K | 0.05% | 283 |
|
|
2022
Q4 | $288K | Sell |
4,328
-124
| -3% | -$8.27K | 0.06% | 270 |
|
|
2022
Q3 | $244K | Sell |
4,452
-1,889
| -30% | -$104K | 0.06% | 270 |
|
|
2022
Q2 | $394K | Sell |
6,341
-49
| -0.8% | -$3.05K | 0.08% | 225 |
|
|
2022
Q1 | $401K | Buy |
6,390
+908
| +17% | +$57K | 0.07% | 253 |
|
|
2021
Q4 | $364K | Sell |
5,482
-53
| -1% | -$3.52K | 0.06% | 272 |
|
|
2021
Q3 | $322K | Buy |
+5,535
| New | +$322K | 0.08% | 187 |
|
|
2021
Q1 | – | Sell |
-4,430
| Closed | -$259K | – | 304 |
|
|
2020
Q4 | $259K | Buy |
+4,430
| New | +$259K | 0.05% | 289 |
|