Platte River 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $403K | Sell |
5,470
-286
| -5% | -$21.1K | 0.11% | 71 |
|
|
2024
Q2 | $377K | Hold |
5,756
| – | – | 0.11% | 73 |
|
|
2024
Q1 | $403K | Sell |
5,756
-1,000
| -15% | -$70K | 0.11% | 72 |
|
|
2023
Q4 | $489K | Hold |
6,756
| – | – | 0.16% | 65 |
|
|
2023
Q3 | $469K | Hold |
6,756
| – | – | 0.17% | 65 |
|
|
2023
Q2 | $493K | Buy |
6,756
+1,000
| +17% | +$72.9K | 0.17% | 64 |
|
|
2023
Q1 | $401K | Sell |
5,756
-350
| -6% | -$24.4K | 0.15% | 65 |
|
|
2022
Q4 | $407K | Hold |
6,106
| – | – | 0.17% | 66 |
|
|
2022
Q3 | $335K | Hold |
6,106
| – | – | 0.15% | 67 |
|
|
2022
Q2 | $379K | Hold |
6,106
| – | – | 0.16% | 64 |
|
|
2022
Q1 | $383K | Sell |
6,106
-135
| -2% | -$8.47K | 0.14% | 70 |
|
|
2021
Q4 | $420K | Hold |
6,241
| – | – | 0.14% | 69 |
|
|
2021
Q3 | $363K | Buy |
6,241
+481
| +8% | +$28K | 0.13% | 72 |
|
|
2021
Q2 | $360K | Sell |
5,760
-16,181
| -74% | -$1.01M | 0.14% | 74 |
|
|
2021
Q1 | $1.29M | Sell |
21,941
-1,735
| -7% | -$102K | 0.53% | 39 |
|
|
2020
Q4 | $1.33M | Hold |
23,676
| – | – | 0.57% | 39 |
|
|
2020
Q3 | $1.36M | Hold |
23,676
| – | – | 0.7% | 32 |
|
|
2020
Q2 | $1.22M | Buy |
+23,676
| New | +$1.22M | 0.67% | 37 |
|
|
2019
Q4 | $1.42M | Buy |
+24,780
| New | +$1.42M | 0.75% | 35 |
|