Partners Capital Investment Group’s Mondelez International MDLZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-3,577
| Closed | -$259K | – | 208 |
|
|
2023
Q4 | $259K | Sell |
3,577
-748
| -17% | -$54.2K | 0.01% | 241 |
|
|
2023
Q3 | $300K | Buy |
+4,325
| New | +$300K | 0.01% | 198 |
|
|
2017
Q1 | – | Sell |
-3,946
| Closed | -$175K | – | 69 |
|
|
2016
Q4 | $175K | Sell |
3,946
-383,795
| -99% | -$17M | 0.04% | 54 |
|
|
2016
Q3 | $17M | Buy |
387,741
+9,713
| +3% | +$426K | 4.18% | 9 |
|
|
2016
Q2 | $17.2M | Buy |
378,028
+3,157
| +0.8% | +$144K | 4.8% | 5 |
|
|
2016
Q1 | $15M | Buy |
374,871
+9,327
| +3% | +$374K | 4.38% | 9 |
|
|
2015
Q4 | $16.4M | Buy |
+365,544
| New | +$16.4M | 5.5% | 5 |
|