Legacy Capital Group California’s Mondelez International MDLZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-10,505
| Closed | -$687K | – | 338 |
|
|
2024
Q2 | $687K | Buy |
+10,505
| New | +$687K | 0.25% | 125 |
|
|
2024
Q1 | – | Sell |
-6,849
| Closed | -$496K | – | 313 |
|
|
2023
Q4 | $496K | Buy |
6,849
+199
| +3% | +$14.4K | 0.19% | 160 |
|
|
2023
Q3 | $462K | Buy |
6,650
+3
| +0% | +$208 | 0.2% | 154 |
|
|
2023
Q2 | $485K | Buy |
6,647
+177
| +3% | +$12.9K | 0.2% | 156 |
|
|
2023
Q1 | $451K | Buy |
+6,470
| New | +$451K | 0.22% | 136 |
|