Operose Advisors’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 |
-893
| Closed | -$65.8K | – | 554 |
|
|
2024
Q3 | $65.8K | Buy |
893
+94
| +12% | +$6.93K | 0.02% | 235 |
|
|
2024
Q2 | $52.3K | Sell |
799
-266
| -25% | -$17.4K | 0.02% | 234 |
|
|
2024
Q1 | $74.6K | Hold |
1,065
| – | – | 0.03% | 212 |
|
|
2023
Q4 | $77.1K | Sell |
1,065
-1,032
| -49% | -$74.7K | 0.03% | 183 |
|
|
2023
Q3 | $146K | Buy |
2,097
+1,544
| +279% | +$107K | 0.06% | 170 |
|
|
2023
Q2 | $40.3K | Hold |
553
| – | – | 0.02% | 177 |
|
|
2023
Q1 | $38.6K | Hold |
553
| – | – | 0.02% | 172 |
|
|
2022
Q4 | $36.9K | Hold |
553
| – | – | 0.02% | 175 |
|
|
2022
Q3 | $30K | Sell |
553
-60
| -10% | -$3.26K | 0.02% | 187 |
|
|
2022
Q2 | $38K | Hold |
613
| – | – | 0.03% | 157 |
|
|
2022
Q1 | $38K | Hold |
613
| – | – | 0.03% | 170 |
|
|
2021
Q4 | $41K | Buy |
+613
| New | +$41K | 0.03% | 152 |
|