Mosaic 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $273K | Buy |
4,110
+1
| +0% | +$66 | 0.07% | 140 |
|
|
2021
Q3 | $239K | Buy |
+4,109
| New | +$239K | 0.07% | 151 |
|
|
2021
Q2 | – | Sell |
-3,621
| Closed | -$212K | – | 169 |
|
|
2021
Q1 | $212K | Buy |
3,621
+102
| +3% | +$5.97K | 0.06% | 149 |
|
|
2020
Q4 | $206K | Buy |
+3,519
| New | +$206K | 0.07% | 144 |
|
|
2019
Q4 | – | Sell |
-4,077
| Closed | -$226K | – | 167 |
|
|
2019
Q3 | $226K | Buy |
+4,077
| New | +$226K | 0.09% | 148 |
|
|
2019
Q2 | – | Sell |
-3,895
| Closed | -$194K | – | 430 |
|
|
2019
Q1 | $194K | Buy |
3,895
+120
| +3% | +$5.98K | 0.08% | 159 |
|
|
2018
Q4 | $151K | Sell |
3,775
-51
| -1% | -$2.04K | 0.06% | 174 |
|
|
2018
Q3 | $169K | Buy |
3,826
+600
| +19% | +$26.5K | 0.07% | 165 |
|
|
2018
Q2 | $132K | Sell |
3,226
-535
| -14% | -$21.9K | 0.05% | 196 |
|
|
2018
Q1 | $157K | Sell |
3,761
-97
| -3% | -$4.05K | 0.06% | 185 |
|
|
2017
Q4 | $165K | Sell |
3,858
-9,539
| -71% | -$408K | 0.06% | 186 |
|
|
2017
Q3 | $544K | Buy |
13,397
+1,800
| +16% | +$73.1K | 0.21% | 87 |
|
|
2017
Q2 | $501K | Buy |
11,597
+600
| +5% | +$25.9K | 0.21% | 88 |
|
|
2017
Q1 | $474K | Buy |
10,997
+465
| +4% | +$20K | 0.21% | 95 |
|
|
2016
Q4 | $471K | Sell |
10,532
-4,300
| -29% | -$192K | 0.22% | 87 |
|
|
2016
Q3 | $651K | Buy |
14,832
+3,700
| +33% | +$162K | 0.3% | 64 |
|
|
2016
Q2 | $507K | Buy |
11,132
+7,974
| +253% | +$363K | 0.25% | 75 |
|
|
2016
Q1 | $126K | Buy |
3,158
+500
| +19% | +$19.9K | 0.06% | 193 |
|
|
2015
Q4 | $119K | Buy |
+2,658
| New | +$119K | 0.05% | 198 |
|