MinichMacGregor 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
Q1 | – | Sell |
-344
| Closed | -$22.9K | – | 407 |
|
|
2022
Q4 | $22.9K | Buy |
+344
| New | +$22.9K | 0.01% | 291 |
|
|
2018
Q4 | – | Sell |
-592
| Closed | -$25K | – | 332 |
|
|
2018
Q3 | $25K | Sell |
592
-46
| -7% | -$1.94K | 0.02% | 192 |
|
|
2018
Q2 | $26K | Buy |
638
+6
| +0.9% | +$245 | 0.02% | 178 |
|
|
2018
Q1 | $26K | Sell |
632
-79
| -11% | -$3.25K | 0.02% | 180 |
|
|
2017
Q4 | $30K | Buy |
711
+7
| +1% | +$295 | 0.02% | 152 |
|
|
2017
Q3 | $28K | Buy |
704
+60
| +9% | +$2.39K | 0.02% | 154 |
|
|
2017
Q2 | $27K | Buy |
644
+148
| +30% | +$6.21K | 0.02% | 151 |
|
|
2017
Q1 | $21K | Sell |
496
-25
| -5% | -$1.06K | 0.02% | 182 |
|
|
2016
Q4 | $23K | Sell |
521
-519
| -50% | -$22.9K | 0.02% | 162 |
|
|
2016
Q3 | $45K | Buy |
1,040
+166
| +19% | +$7.18K | 0.04% | 120 |
|
|
2016
Q2 | $39K | Buy |
874
+2
| +0.2% | +$89 | 0.04% | 129 |
|
|
2016
Q1 | $34K | Sell |
872
-7
| -0.8% | -$273 | 0.03% | 131 |
|
|
2015
Q4 | $36K | Buy |
+879
| New | +$36K | 0.03% | 125 |
|