Morningstar Investment Services’s Mondelez International MDLZ Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-8,942
| Closed | -$664K | – | 293 |
|
2024
Q3 | $664K | Buy |
8,942
+1,589
| +22% | +$118K | 0.01% | 250 |
|
2024
Q2 | $490K | Buy |
7,353
+580
| +9% | +$38.7K | 0.01% | 251 |
|
2024
Q1 | $475K | Sell |
6,773
-8,984
| -57% | -$630K | 0.01% | 238 |
|
2023
Q4 | $1.14M | Buy |
15,757
+8,832
| +128% | +$638K | 0.01% | 219 |
|
2023
Q3 | $481K | Buy |
6,925
+117
| +2% | +$8.13K | 0.01% | 210 |
|
2023
Q2 | $493K | Buy |
6,808
+623
| +10% | +$45.1K | 0.01% | 193 |
|
2023
Q1 | $433K | Buy |
6,185
+169
| +3% | +$11.8K | 0.01% | 187 |
|
2022
Q4 | $400K | Buy |
6,016
+454
| +8% | +$30.2K | 0.01% | 188 |
|
2022
Q3 | $336K | Sell |
5,562
-53
| -0.9% | -$3.2K | ﹤0.01% | 185 |
|
2022
Q2 | $347K | Buy |
5,615
+340
| +6% | +$21K | ﹤0.01% | 189 |
|
2022
Q1 | $332K | Buy |
5,275
+726
| +16% | +$45.7K | ﹤0.01% | 205 |
|
2021
Q4 | $302K | Buy |
+4,549
| New | +$302K | ﹤0.01% | 209 |
|
2020
Q1 | – | Sell |
-4,324
| Closed | -$238K | – | 220 |
|
2019
Q4 | $238K | Sell |
4,324
-474
| -10% | -$26.1K | ﹤0.01% | 180 |
|
2019
Q3 | $266K | Sell |
4,798
-603
| -11% | -$33.4K | ﹤0.01% | 170 |
|
2019
Q2 | $291K | Sell |
5,401
-468
| -8% | -$25.2K | ﹤0.01% | 190 |
|
2019
Q1 | $293K | Sell |
5,869
-4,526
| -44% | -$226K | 0.01% | 183 |
|
2018
Q4 | $416K | Buy |
+10,395
| New | +$416K | 0.01% | 160 |
|