Legacy Private Trust’s Mondelez International MDLZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-3,841
| Closed | -$229K | – | 255 |
|
|
2024
Q4 | $229K | Buy |
3,841
+957
| +33% | +$57.2K | 0.02% | 223 |
|
|
2024
Q3 | $212K | Sell |
2,884
-567
| -16% | -$41.8K | 0.01% | 227 |
|
|
2024
Q2 | $226K | Sell |
3,451
-571
| -14% | -$37.4K | 0.02% | 220 |
|
|
2024
Q1 | $282K | Buy |
4,022
+6
| +0.1% | +$420 | 0.02% | 207 |
|
|
2023
Q4 | $291K | Sell |
4,016
-4,727
| -54% | -$342K | 0.02% | 201 |
|
|
2023
Q3 | $607K | Sell |
8,743
-980
| -10% | -$68K | 0.05% | 159 |
|
|
2023
Q2 | $709K | Buy |
9,723
+5,773
| +146% | +$421K | 0.06% | 153 |
|
|
2023
Q1 | $275K | Buy |
+3,950
| New | +$275K | 0.02% | 205 |
|