Lee Financial’s Mondelez International MDLZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-303
| Closed | -$22.1K | – | 554 |
|
|
2023
Q4 | $22.1K | Hold |
303
| – | – | ﹤0.01% | 312 |
|
|
2023
Q3 | $21.2K | Hold |
303
| – | – | ﹤0.01% | 296 |
|
|
2023
Q2 | $22.2K | Hold |
303
| – | – | ﹤0.01% | 289 |
|
|
2023
Q1 | $21.2K | Sell |
303
-12
| -4% | -$841 | ﹤0.01% | 301 |
|
|
2022
Q4 | $21K | Hold |
315
| – | – | ﹤0.01% | 336 |
|
|
2022
Q3 | $18K | Sell |
315
-9
| -3% | -$514 | ﹤0.01% | 346 |
|
|
2022
Q2 | $21K | Buy |
324
+21
| +7% | +$1.36K | ﹤0.01% | 330 |
|
|
2022
Q1 | $19K | Hold |
303
| – | – | ﹤0.01% | 348 |
|
|
2021
Q4 | $20K | Hold |
303
| – | – | ﹤0.01% | 372 |
|
|
2021
Q3 | $18K | Hold |
303
| – | – | ﹤0.01% | 345 |
|
|
2021
Q2 | $19K | Hold |
303
| – | – | ﹤0.01% | 330 |
|
|
2021
Q1 | $18K | Buy |
303
+138
| +84% | +$8.2K | ﹤0.01% | 318 |
|
|
2020
Q4 | $10K | Sell |
165
-131
| -44% | -$7.94K | ﹤0.01% | 377 |
|
|
2020
Q3 | $17K | Hold |
296
| – | – | ﹤0.01% | 328 |
|
|
2020
Q2 | $15K | Hold |
296
| – | – | ﹤0.01% | 310 |
|
|
2020
Q1 | $15K | Sell |
296
-292
| -50% | -$14.8K | 0.01% | 251 |
|
|
2019
Q4 | $32K | Hold |
588
| – | – | 0.01% | 221 |
|
|
2019
Q3 | $33K | Buy |
588
+165
| +39% | +$9.26K | 0.01% | 215 |
|
|
2019
Q2 | $23K | Hold |
423
| – | – | 0.01% | 251 |
|
|
2019
Q1 | $21K | Buy |
+423
| New | +$21K | ﹤0.01% | 253 |
|
|
2018
Q4 | – | Hold |
0
| – | – | – | 463 |
|
|
2018
Q3 | – | Sell |
-592
| Closed | -$24K | – | 604 |
|
|
2018
Q2 | $24K | Buy |
592
+179
| +43% | +$7.26K | 0.01% | 324 |
|
|
2018
Q1 | $17K | Buy |
+413
| New | +$17K | ﹤0.01% | 378 |
|
|
2017
Q4 | – | Hold |
0
| – | – | – | 493 |
|
|
2017
Q3 | – | Hold |
0
| – | – | – | 510 |
|
|
2017
Q2 | – | Hold |
0
| – | – | – | 511 |
|
|
2017
Q1 | – | Sell |
-262
| Closed | -$12K | – | 420 |
|
|
2016
Q4 | $12K | Buy |
+262
| New | +$12K | 0.01% | 265 |
|