Measured Wealth Private Client Group’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 |
-3,621
| Closed | -$237K | – | 191 |
|
|
2024
Q2 | $237K | Buy |
3,621
+120
| +3% | +$7.85K | 0.08% | 165 |
|
|
2024
Q1 | $245K | Hold |
3,501
| – | – | 0.09% | 170 |
|
|
2023
Q4 | $254K | Buy |
3,501
+40
| +1% | +$2.9K | 0.09% | 159 |
|
|
2023
Q3 | $240K | Sell |
3,461
-20
| -0.6% | -$1.39K | 0.1% | 147 |
|
|
2023
Q2 | $254K | Sell |
3,481
-40
| -1% | -$2.92K | 0.1% | 155 |
|
|
2023
Q1 | $245K | Sell |
3,521
-26
| -0.7% | -$1.81K | 0.09% | 149 |
|
|
2022
Q4 | $236K | Sell |
3,547
-245
| -6% | -$16.3K | 0.1% | 143 |
|
|
2022
Q3 | $208K | Sell |
3,792
-89
| -2% | -$4.88K | 0.09% | 138 |
|
|
2022
Q2 | $241K | Sell |
3,881
-38
| -1% | -$2.36K | 0.11% | 139 |
|
|
2022
Q1 | $246K | Buy |
3,919
+105
| +3% | +$6.59K | 0.09% | 143 |
|
|
2021
Q4 | $253K | Hold |
3,814
| – | – | 0.09% | 137 |
|
|
2021
Q3 | $222K | Hold |
3,814
| – | – | 0.09% | 146 |
|
|
2021
Q2 | $238K | Sell |
3,814
-29
| -0.8% | -$1.81K | 0.08% | 156 |
|
|
2021
Q1 | $225K | Hold |
3,843
| – | – | 0.08% | 144 |
|
|
2020
Q4 | $225K | Sell |
3,843
-700
| -15% | -$41K | 0.09% | 124 |
|
|
2020
Q3 | $261K | Buy |
4,543
+401
| +10% | +$23K | 0.13% | 95 |
|
|
2020
Q2 | $212K | Buy |
+4,142
| New | +$212K | 0.12% | 108 |
|
|
2019
Q4 | – | Sell |
-3,876
| Closed | -$214K | – | 127 |
|
|
2019
Q3 | $214K | Buy |
+3,876
| New | +$214K | 0.14% | 114 |
|
|
2018
Q4 | – | Sell |
-2,244
| Closed | -$95K | – | 450 |
|
|
2018
Q3 | $95K | Buy |
+2,244
| New | +$95K | 0.06% | 242 |
|