Patriot Financial Group Insurance Agency’s Mondelez International MDLZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-1,635
| Closed | -$101K | – | 1314 |
|
|
2022
Q2 | $101K | Sell |
1,635
-362
| -18% | -$22.4K | 0.02% | 540 |
|
|
2022
Q1 | $125K | Buy |
1,997
+56
| +3% | +$3.51K | 0.02% | 525 |
|
|
2021
Q4 | $129K | Buy |
1,941
+29
| +2% | +$1.93K | 0.02% | 579 |
|
|
2021
Q3 | $111K | Buy |
1,912
+244
| +15% | +$14.2K | 0.02% | 618 |
|
|
2021
Q2 | $104K | Buy |
1,668
+5
| +0.3% | +$312 | 0.02% | 613 |
|
|
2021
Q1 | $97K | Sell |
1,663
-32
| -2% | -$1.87K | 0.02% | 566 |
|
|
2020
Q4 | $99K | Sell |
1,695
-30
| -2% | -$1.75K | 0.02% | 500 |
|
|
2020
Q3 | $99K | Sell |
1,725
-57
| -3% | -$3.27K | 0.03% | 389 |
|
|
2020
Q2 | $91K | Buy |
1,782
+73
| +4% | +$3.73K | 0.03% | 367 |
|
|
2020
Q1 | $86K | Sell |
1,709
-288
| -14% | -$14.5K | 0.04% | 343 |
|
|
2019
Q4 | $110K | Sell |
1,997
-508
| -20% | -$28K | 0.04% | 326 |
|
|
2019
Q3 | $139K | Buy |
2,505
+181
| +8% | +$10K | 0.06% | 259 |
|
|
2019
Q2 | $128K | Buy |
2,324
+888
| +62% | +$48.9K | 0.06% | 268 |
|
|
2019
Q1 | $72K | Buy |
1,436
+82
| +6% | +$4.11K | 0.04% | 326 |
|
|
2018
Q4 | $54K | Sell |
1,354
-112
| -8% | -$4.47K | 0.04% | 309 |
|
|
2018
Q3 | $63K | Sell |
1,466
-110
| -7% | -$4.73K | 0.04% | 270 |
|
|
2018
Q2 | $65K | Buy |
1,576
+2
| +0.1% | +$82 | 0.07% | 160 |
|
|
2018
Q1 | $64K | Hold |
1,574
| – | – | 0.05% | 278 |
|
|
2017
Q4 | $68K | Buy |
1,574
+1
| +0.1% | +$43 | 0.05% | 255 |
|
|
2017
Q3 | $64K | Hold |
1,573
| – | – | 0.06% | 225 |
|
|
2017
Q2 | $68K | Buy |
1,573
+1
| +0.1% | +$43 | 0.07% | 197 |
|
|
2017
Q1 | $69K | Buy |
1,572
+461
| +41% | +$20.2K | 0.07% | 189 |
|
|
2016
Q4 | $50K | Buy |
+1,111
| New | +$50K | 0.07% | 216 |
|