Meristem Family Wealth’s Mondelez International MDLZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q1
$461K Sell
7,341
-1,981
-21% -$124K 0.05% 197
2021
Q4
$618K Sell
9,322
-98
-1% -$6.5K 0.05% 196
2021
Q3
$548K Buy
9,420
+2,500
+36% +$145K 0.05% 215
2021
Q2
$432K Buy
+6,920
New +$432K 0.07% 184
2019
Q3
Sell
-6,382
Closed -$344K 211
2019
Q2
$344K Buy
+6,382
New +$344K 0.1% 112