SkyOak Wealth’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 |
-2,858
| Closed | -$211K | – | 273 |
|
|
2024
Q3 | $211K | Buy |
+2,858
| New | +$211K | 0.05% | 218 |
|
|
2024
Q2 | – | Sell |
-2,954
| Closed | -$207K | – | 259 |
|
|
2024
Q1 | $207K | Sell |
2,954
-408
| -12% | -$28.6K | 0.05% | 227 |
|
|
2023
Q4 | $244K | Sell |
3,362
-234
| -7% | -$16.9K | 0.06% | 208 |
|
|
2023
Q3 | $250K | Sell |
3,596
-35
| -1% | -$2.43K | 0.07% | 191 |
|
|
2023
Q2 | $265K | Hold |
3,631
| – | – | 0.07% | 186 |
|
|
2023
Q1 | $253K | Buy |
3,631
+358
| +11% | +$25K | 0.08% | 185 |
|
|
2022
Q4 | $218K | Buy |
+3,273
| New | +$218K | 0.07% | 194 |
|
|
2022
Q3 | – | Sell |
-3,273
| Closed | -$203K | – | 229 |
|
|
2022
Q2 | $203K | Buy |
3,273
+35
| +1% | +$2.17K | 0.07% | 193 |
|
|
2022
Q1 | $203K | Hold |
3,238
| – | – | 0.06% | 223 |
|
|
2021
Q4 | $215K | Buy |
+3,238
| New | +$215K | 0.05% | 220 |
|