Litman Gregory Wealth Management’s Mondelez International MDLZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-3,439
| Closed | -$240K | – | 101 |
|
|
2023
Q1 | $240K | Buy |
+3,439
| New | +$240K | 0.09% | 35 |
|
|
2019
Q4 | – | Sell |
-415
| Closed | -$23K | – | 243 |
|
|
2019
Q3 | $23K | Sell |
415
-54
| -12% | -$2.99K | 0.01% | 105 |
|
|
2019
Q2 | $25K | Buy |
469
+54
| +13% | +$2.88K | 0.01% | 127 |
|
|
2019
Q1 | $21K | Hold |
415
| – | – | 0.01% | 88 |
|
|
2018
Q4 | $17K | Buy |
+415
| New | +$17K | 0.01% | 101 |
|