Nelson Capital Management’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 |
-3,113
| Closed | -$229K | – | 111 |
|
|
2024
Q3 | $229K | Buy |
3,113
+3
| +0.1% | +$221 | 0.04% | 100 |
|
|
2024
Q2 | $204K | Buy |
+3,110
| New | +$204K | 0.04% | 103 |
|
|
2019
Q4 | – | Sell |
-500
| Closed | -$28K | – | 214 |
|
|
2019
Q3 | $28K | Buy |
500
+300
| +150% | +$16.8K | 0.01% | 189 |
|
|
2019
Q2 | $11K | Buy |
+200
| New | +$11K | ﹤0.01% | 224 |
|
|
2018
Q4 | – | Sell |
-16
| Closed | -$1K | – | 306 |
|
|
2018
Q3 | $1K | Hold |
16
| – | – | ﹤0.01% | 284 |
|
|
2018
Q2 | $1K | Buy |
+16
| New | +$1K | ﹤0.01% | 252 |
|
|
2018
Q1 | – | Sell |
-42
| Closed | -$2K | – | 293 |
|
|
2017
Q4 | $2K | Buy |
+42
| New | +$2K | ﹤0.01% | 306 |
|
|
2014
Q3 | – | Sell |
-239
| Closed | -$9K | – | 319 |
|
|
2014
Q2 | $9K | Hold |
239
| – | – | ﹤0.01% | 246 |
|
|
2014
Q1 | $8K | Hold |
239
| – | – | ﹤0.01% | 215 |
|
|
2013
Q4 | $8K | Hold |
239
| – | – | ﹤0.01% | 200 |
|
|
2013
Q3 | $8K | Hold |
239
| – | – | ﹤0.01% | 191 |
|
|
2013
Q2 | $7K | Buy |
+239
| New | +$7K | ﹤0.01% | 195 |
|