Outlook Wealth Advisors’s Mondelez International MDLZ Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-9,871
| Closed | -$688K | – | 214 |
|
2023
Q1 | $688K | Buy |
9,871
+46
| +0.5% | +$3.21K | 0.31% | 84 |
|
2022
Q4 | $655K | Sell |
9,825
-186
| -2% | -$12.4K | 0.31% | 85 |
|
2022
Q3 | $549K | Sell |
10,011
-44
| -0.4% | -$2.41K | 0.25% | 100 |
|
2022
Q2 | $624K | Buy |
10,055
+66
| +0.7% | +$4.1K | 0.26% | 103 |
|
2022
Q1 | $627K | Sell |
9,989
-63
| -0.6% | -$3.95K | 0.21% | 116 |
|
2021
Q4 | $667K | Buy |
10,052
+174
| +2% | +$11.5K | 0.2% | 114 |
|
2021
Q3 | $575K | Buy |
9,878
+268
| +3% | +$15.6K | 0.19% | 134 |
|
2021
Q2 | $600K | Buy |
9,610
+609
| +7% | +$38K | 0.19% | 134 |
|
2021
Q1 | $527K | Buy |
9,001
+152
| +2% | +$8.9K | 0.18% | 139 |
|
2020
Q4 | $517K | Buy |
8,849
+237
| +3% | +$13.8K | 0.19% | 125 |
|
2020
Q3 | $495K | Buy |
8,612
+414
| +5% | +$23.8K | 0.2% | 113 |
|
2020
Q2 | $419K | Buy |
8,198
+464
| +6% | +$23.7K | 0.18% | 120 |
|
2020
Q1 | $387K | Buy |
7,734
+252
| +3% | +$12.6K | 0.22% | 96 |
|
2019
Q4 | $412K | Buy |
7,482
+338
| +5% | +$18.6K | 0.23% | 88 |
|
2019
Q3 | $395K | Buy |
7,144
+152
| +2% | +$8.4K | 0.24% | 96 |
|
2019
Q2 | $377K | Buy |
6,992
+427
| +7% | +$23K | 0.25% | 101 |
|
2019
Q1 | $328K | Buy |
6,565
+5,379
| +454% | +$269K | 0.27% | 98 |
|
2018
Q4 | $475K | Buy |
+1,186
| New | +$475K | 0.22% | 117 |
|