Lyell 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
Q3 | – | Sell |
-3,158
| Closed | -$230K | – | 181 |
|
|
2023
Q2 | $230K | Sell |
3,158
-1,040
| -25% | -$75.9K | 0.03% | 172 |
|
|
2023
Q1 | $293K | Sell |
4,198
-883
| -17% | -$61.6K | 0.04% | 167 |
|
|
2022
Q4 | $339K | Buy |
5,081
+1,332
| +36% | +$88.8K | 0.05% | 157 |
|
|
2022
Q3 | $206K | Buy |
3,749
+305
| +9% | +$16.8K | 0.04% | 181 |
|
|
2022
Q2 | $215K | Sell |
3,444
-65
| -2% | -$4.06K | 0.04% | 179 |
|
|
2022
Q1 | $222K | Buy |
3,509
+455
| +15% | +$28.8K | 0.03% | 187 |
|
|
2021
Q4 | $204K | Buy |
+3,054
| New | +$204K | 0.02% | 182 |
|
|
2020
Q2 | – | Sell |
-4,755
| Closed | -$239K | – | 125 |
|
|
2020
Q1 | $239K | Buy |
+4,755
| New | +$239K | 0.07% | 108 |
|