Lake Street Private Wealth’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 |
-4,067
| Closed | -$285K | – | 329 |
|
|
2024
Q1 | $285K | Sell |
4,067
-92
| -2% | -$6.44K | 0.04% | 266 |
|
|
2023
Q4 | $301K | Sell |
4,159
-60
| -1% | -$4.35K | 0.05% | 252 |
|
|
2023
Q3 | $293K | Buy |
4,219
+74
| +2% | +$5.14K | 0.05% | 228 |
|
|
2023
Q2 | $302K | Sell |
4,145
-291
| -7% | -$21.2K | 0.05% | 228 |
|
|
2023
Q1 | $309K | Sell |
4,436
-737
| -14% | -$51.4K | 0.06% | 226 |
|
|
2022
Q4 | $345K | Sell |
5,173
-274
| -5% | -$18.3K | 0.07% | 210 |
|
|
2022
Q3 | $299K | Sell |
5,447
-184
| -3% | -$10.1K | 0.07% | 220 |
|
|
2022
Q2 | $350K | Sell |
5,631
-109
| -2% | -$6.78K | 0.07% | 209 |
|
|
2022
Q1 | $360K | Buy |
5,740
+836
| +17% | +$52.4K | 0.06% | 222 |
|
|
2021
Q4 | $325K | Buy |
+4,904
| New | +$325K | 0.06% | 246 |
|