Rockefeller Financial Services’s Mondelez International MDLZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | $171K | Hold |
4,000
| – | – | ﹤0.01% | 349 |
|
|
2017
Q3 | $163K | Buy |
4,000
+3,000
| +300% | +$122K | ﹤0.01% | 351 |
|
|
2017
Q2 | $43K | Hold |
1,000
| – | – | ﹤0.01% | 389 |
|
|
2017
Q1 | $43K | Sell |
1,000
-2,491
| -71% | -$107K | ﹤0.01% | 407 |
|
|
2016
Q4 | $154K | Hold |
3,491
| – | – | ﹤0.01% | 351 |
|
|
2016
Q3 | $153K | Hold |
3,491
| – | – | ﹤0.01% | 322 |
|
|
2016
Q2 | $159K | Hold |
3,491
| – | – | ﹤0.01% | 331 |
|
|
2016
Q1 | $140K | Hold |
3,491
| – | – | ﹤0.01% | 344 |
|
|
2015
Q4 | $157K | Hold |
3,491
| – | – | ﹤0.01% | 354 |
|
|
2015
Q3 | $146K | Hold |
3,491
| – | – | ﹤0.01% | 352 |
|
|
2015
Q2 | $143K | Hold |
3,491
| – | – | ﹤0.01% | 342 |
|
|
2015
Q1 | $126K | Buy |
+3,491
| New | +$126K | ﹤0.01% | 358 |
|
|
2014
Q4 | – | Sell |
-1,000
| Closed | -$34K | – | 501 |
|
|
2014
Q3 | $34K | Sell |
1,000
-345
| -26% | -$11.7K | ﹤0.01% | 416 |
|
|
2014
Q2 | $51K | Buy |
1,345
+345
| +35% | +$13.1K | ﹤0.01% | 411 |
|
|
2014
Q1 | $35K | Hold |
1,000
| – | – | ﹤0.01% | 443 |
|
|
2013
Q4 | $35K | Hold |
1,000
| – | – | ﹤0.01% | 427 |
|
|
2013
Q3 | $31K | Hold |
1,000
| – | – | ﹤0.01% | 436 |
|
|
2013
Q2 | $29K | Buy |
+1,000
| New | +$29K | ﹤0.01% | 436 |
|