LWM Advisory Services’s Mondelez International MDLZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q4
– Sell
-4,607
Closed -$253K – 113
2022
Q3
$253K Buy
4,607
+388
+9% +$24.1K 0.29% 94
2022
Q2
$262K Buy
4,219
+442
+12% +$27.9K 0.31% 91
2022
Q1
$237K Buy
+3,777
New +$246K 0.29% 97

Other funds holding MDLZ

LWM Advisory Services's MDLZ Position: Q4 2022 in Review

LWM Advisory Services sold out of Mondelez International (MDLZ) in Q4 2022, closing a stake of 4,607 shares — an estimated $253K sold.

LWM Advisory Services first reported a position in MDLZ in Q1 2022 and held it in 3 quarters. The position peaked at $262K in Q2 2022. 1,830 funds tracked by Wall St. Rank hold MDLZ as of Q4 2022.

  • LWM Advisory Services reported no remaining Mondelez International position as of Q4 2022 after selling out during the quarter.
  • LWM Advisory Services sold 4,607 Mondelez International shares in Q4 2022, an estimated $253K.
  • LWM Advisory Services first reported a position in Mondelez International in Q1 2022 and held it in 3 quarters.
  • LWM Advisory Services's Mondelez International position peaked at $262K in Q2 2022.
  • 1,830 funds tracked by Wall St. Rank held Mondelez International as of Q4 2022.

Based on LWM Advisory Services's 13F filing for Q4 2022, filed 7 Feb 2023.