Lake Street Private Wealth’s Mondelez International MDLZ Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-4,067	Closed	-$285K	–	329
2024 Q1	$285K	Sell	4,067 -92	-2%	-$6.71K	0.04%	266
2023 Q4	$301K	Sell	4,159 -60	-1%	-$4.11K	0.05%	252
2023 Q3	$293K	Buy	4,219 +74	+2%	+$5.33K	0.05%	228
2023 Q2	$302K	Sell	4,145 -291	-7%	-$21.5K	0.05%	228
2023 Q1	$309K	Sell	4,436 -737	-14%	-$48.8K	0.06%	226
2022 Q4	$345K	Sell	5,173 -274	-5%	-$17.3K	0.07%	210
2022 Q3	$299K	Sell	5,447 -184	-3%	-$11.4K	0.07%	221
2022 Q2	$350K	Sell	5,631 -109	-2%	-$6.89K	0.07%	211
2022 Q1	$360K	Buy	5,740 +836	+17%	+$54.4K	0.07%	225
2021 Q4	$325K	Buy	+4,904	New	+$303K	0.06%	247