Schrum Private Wealth Management’s Mondelez International MDLZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-3,220
| Closed | -$237K | – | 154 |
|
|
2024
Q3 | $237K | Buy |
3,220
+10
| +0.3% | +$737 | 0.12% | 155 |
|
|
2024
Q2 | $210K | Hold |
3,210
| – | – | 0.19% | 122 |
|
|
2024
Q1 | $225K | Buy |
+3,210
| New | +$225K | 0.2% | 121 |
|
|
2023
Q4 | – | Sell |
-4,210
| Closed | -$292K | – | 107 |
|
|
2023
Q3 | $292K | Hold |
4,210
| – | – | 0.33% | 78 |
|
|
2023
Q2 | $307K | Hold |
4,210
| – | – | 0.33% | 76 |
|
|
2023
Q1 | $294K | Sell |
4,210
-33
| -0.8% | -$2.3K | 0.34% | 80 |
|
|
2022
Q4 | $283K | Hold |
4,243
| – | – | 0.34% | 83 |
|
|
2022
Q3 | $233K | Buy |
4,243
+50
| +1% | +$2.75K | 0.29% | 98 |
|
|
2022
Q2 | $260K | Sell |
4,193
-50
| -1% | -$3.1K | 0.29% | 92 |
|
|
2022
Q1 | $269K | Sell |
4,243
-692
| -14% | -$43.9K | 0.27% | 97 |
|
|
2021
Q4 | $328K | Buy |
+4,935
| New | +$328K | 0.3% | 90 |
|