Lion Street Advisors’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 |
-3,098
| Closed | -$203K | – | 270 |
|
|
2024
Q2 | $203K | Sell |
3,098
-151
| -5% | -$9.88K | 0.08% | 253 |
|
|
2024
Q1 | $235K | Hold |
3,249
| – | – | 0.1% | 215 |
|
|
2023
Q4 | $235K | Sell |
3,249
-1,472
| -31% | -$107K | 0.1% | 215 |
|
|
2023
Q3 | $328K | Sell |
4,721
-2,103
| -31% | -$146K | 0.11% | 166 |
|
|
2023
Q2 | $414K | Buy |
6,824
+225
| +3% | +$13.7K | 0.14% | 143 |
|
|
2023
Q1 | $460K | Buy |
6,599
+507
| +8% | +$35.3K | 0.14% | 130 |
|
|
2022
Q4 | $370K | Sell |
6,092
-39
| -0.6% | -$2.37K | 0.19% | 88 |
|
|
2022
Q3 | $335K | Buy |
6,131
+39
| +0.6% | +$2.13K | 0.17% | 82 |
|
|
2022
Q2 | $371K | Sell |
6,092
-72
| -1% | -$4.39K | 0.19% | 88 |
|
|
2022
Q1 | $388K | Hold |
6,164
| – | – | 0.2% | 85 |
|
|
2021
Q4 | $407K | Buy |
6,164
+72
| +1% | +$4.75K | 0.2% | 81 |
|
|
2021
Q3 | $356K | Buy |
+6,092
| New | +$356K | 0.19% | 91 |
|