PWAM
Pinnacle West Asset Management’s Mondelez International MDLZ Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $546K | Sell |
8,095
-60
| -0.7% | -$4.05K | 0.38% | 69 |
|
2025
Q1 | $553K | Buy |
8,155
+25
| +0.3% | +$1.7K | 0.4% | 68 |
|
2024
Q4 | $486K | Hold |
8,130
| – | – | 0.35% | 71 |
|
2024
Q3 | $599K | Buy |
8,130
+210
| +3% | +$15.5K | 0.43% | 66 |
|
2024
Q2 | $518K | Buy |
7,920
+22
| +0.3% | +$1.44K | 0.4% | 67 |
|
2024
Q1 | $553K | Hold |
7,898
| – | – | 0.44% | 65 |
|
2023
Q4 | $572K | Buy |
7,898
+230
| +3% | +$16.7K | 0.49% | 64 |
|
2023
Q3 | $532K | Buy |
7,668
+165
| +2% | +$11.4K | 0.52% | 61 |
|
2023
Q2 | $547K | Sell |
7,503
-50
| -0.7% | -$3.65K | 0.53% | 61 |
|
2023
Q1 | $527K | Buy |
+7,553
| New | +$527K | 0.55% | 63 |
|