SWM
Segment Wealth Management’s Mondelez International MDLZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-3,573
| Closed | -$224K | – | 237 |
|
|
2022
Q1 | $224K | Sell |
3,573
-371
| -9% | -$23.3K | 0.02% | 234 |
|
|
2021
Q4 | $262K | Buy |
+3,944
| New | +$262K | 0.03% | 222 |
|
|
2018
Q2 | – | Sell |
-76,042
| Closed | -$3.17M | – | 216 |
|
|
2018
Q1 | $3.17M | Buy |
76,042
+258
| +0.3% | +$10.8K | 0.79% | 53 |
|
|
2017
Q4 | $3.24M | Buy |
75,784
+1,025
| +1% | +$43.9K | 0.78% | 52 |
|
|
2017
Q3 | $3.04M | Buy |
74,759
+3,728
| +5% | +$152K | 0.81% | 50 |
|
|
2017
Q2 | $3.07M | Buy |
71,031
+1,721
| +2% | +$74.3K | 0.85% | 38 |
|
|
2017
Q1 | $2.99M | Buy |
69,310
+854
| +1% | +$36.8K | 0.97% | 30 |
|
|
2016
Q4 | $3.04M | Buy |
68,456
+477
| +0.7% | +$21.1K | 1.11% | 26 |
|
|
2016
Q3 | $2.98M | Buy |
67,979
+422
| +0.6% | +$18.5K | 1.17% | 25 |
|
|
2016
Q2 | $3.08M | Sell |
67,557
-9,257
| -12% | -$421K | 1.27% | 27 |
|
|
2016
Q1 | $3.08M | Buy |
76,814
+965
| +1% | +$38.7K | 1.15% | 33 |
|
|
2015
Q4 | $3.4M | Sell |
75,849
-1,702
| -2% | -$76.3K | 1.29% | 22 |
|
|
2015
Q3 | $3.25M | Buy |
77,551
+4,971
| +7% | +$208K | 1.24% | 25 |
|
|
2015
Q2 | $2.99M | Buy |
72,580
+324
| +0.4% | +$13.3K | 1.04% | 32 |
|
|
2015
Q1 | $2.61M | Buy |
72,256
+7,712
| +12% | +$278K | 0.87% | 42 |
|
|
2014
Q4 | $2.35M | Buy |
64,544
+3,130
| +5% | +$114K | 0.9% | 40 |
|
|
2014
Q3 | $2.1M | Buy |
61,414
+3,580
| +6% | +$123K | 0.8% | 41 |
|
|
2014
Q2 | $2.18M | Buy |
57,834
+2,700
| +5% | +$102K | 0.84% | 38 |
|
|
2014
Q1 | $1.91M | Buy |
55,134
+7,468
| +16% | +$258K | 0.89% | 42 |
|
|
2013
Q4 | $1.68M | Buy |
47,666
+12,025
| +34% | +$425K | 0.83% | 40 |
|
|
2013
Q3 | $1.12M | Buy |
35,641
+2,423
| +7% | +$76.1K | 0.61% | 53 |
|
|
2013
Q2 | $948K | Buy |
+33,218
| New | +$948K | 0.57% | 51 |
|