Private Advisory Group’s Mondelez International MDLZ Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | – | Sell |
-48,071
| Closed | -$3.34M | – | 217 |
|
2023
Q3 | $3.34M | Buy |
48,071
+8,935
| +23% | +$620K | 0.66% | 41 |
|
2023
Q2 | $2.85M | Buy |
39,136
+25,938
| +197% | +$1.89M | 0.57% | 46 |
|
2023
Q1 | $920K | Sell |
13,198
-212
| -2% | -$14.8K | 0.2% | 88 |
|
2022
Q4 | $894K | Buy |
13,410
+256
| +2% | +$17.1K | 0.2% | 97 |
|
2022
Q3 | $721K | Buy |
+13,154
| New | +$721K | 0.16% | 105 |
|