Sather Financial Group’s Mondelez International MDLZ Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-4,400
| Closed | -$308K | – | 93 |
|
2024
Q1 | $308K | Hold |
4,400
| – | – | 0.02% | 77 |
|
2023
Q4 | $319K | Hold |
4,400
| – | – | 0.02% | 71 |
|
2023
Q3 | $305K | Hold |
4,400
| – | – | 0.03% | 72 |
|
2023
Q2 | $321K | Hold |
4,400
| – | – | 0.03% | 74 |
|
2023
Q1 | $307K | Sell |
4,400
-18,500
| -81% | -$1.29M | 0.03% | 75 |
|
2022
Q4 | $1.53M | Buy |
22,900
+18,500
| +420% | +$1.23M | 0.13% | 51 |
|
2022
Q3 | $241K | Hold |
4,400
| – | – | 0.03% | 67 |
|
2022
Q2 | $273K | Hold |
4,400
| – | – | 0.03% | 74 |
|
2022
Q1 | $276K | Hold |
4,400
| – | – | 0.02% | 78 |
|
2021
Q4 | $292K | Hold |
4,400
| – | – | 0.03% | 65 |
|
2021
Q3 | $256K | Buy |
+4,400
| New | +$256K | 0.03% | 71 |
|