Laird Norton Wetherby Trust Company’s Mondelez International MDLZ Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | – | Sell |
-4,795
| Closed | -$335K | – | 129 |
|
2023
Q3 | $335K | Hold |
4,795
| – | – | 0.04% | 86 |
|
2023
Q2 | $352K | Hold |
4,795
| – | – | 0.04% | 80 |
|
2023
Q1 | $336K | Sell |
4,795
-12
| -0.2% | -$841 | 0.04% | 78 |
|
2022
Q4 | $322K | Buy |
+4,807
| New | +$322K | 0.05% | 78 |
|
2022
Q3 | – | Sell |
-5,069
| Closed | -$316K | – | 101 |
|
2022
Q2 | $316K | Buy |
5,069
+73
| +1% | +$4.55K | 0.04% | 85 |
|
2022
Q1 | $313K | Sell |
4,996
-520
| -9% | -$32.6K | 0.03% | 142 |
|
2021
Q4 | $365K | Sell |
5,516
-33
| -0.6% | -$2.18K | 0.03% | 134 |
|
2021
Q3 | $322K | Buy |
5,549
+150
| +3% | +$8.7K | 0.03% | 132 |
|
2021
Q2 | $337K | Sell |
5,399
-87
| -2% | -$5.43K | 0.04% | 117 |
|
2021
Q1 | $320K | Sell |
5,486
-21
| -0.4% | -$1.23K | 0.04% | 117 |
|
2020
Q4 | $322K | Buy |
+5,507
| New | +$322K | 0.04% | 115 |
|