SSW
Smith Shellnut Wilson’s Mondelez International MDLZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $357K | Hold |
5,290
| – | – | 0.15% | 91 |
|
|
2025
Q1 | $359K | Buy |
5,290
+256
| +5% | +$17.4K | 0.16% | 95 |
|
|
2024
Q4 | $301K | Sell |
5,034
-205
| -4% | -$12.2K | 0.13% | 108 |
|
|
2024
Q3 | $386K | Hold |
5,239
| – | – | 0.17% | 90 |
|
|
2024
Q2 | $343K | Hold |
5,239
| – | – | 0.17% | 91 |
|
|
2024
Q1 | $367K | Sell |
5,239
-825
| -14% | -$57.8K | 0.19% | 88 |
|
|
2023
Q4 | $439K | Sell |
6,064
-43
| -0.7% | -$3.11K | 0.25% | 73 |
|
|
2023
Q3 | $424K | Hold |
6,107
| – | – | 0.26% | 66 |
|
|
2023
Q2 | $445K | Sell |
6,107
-125
| -2% | -$9.12K | 0.25% | 68 |
|
|
2023
Q1 | $434K | Hold |
6,232
| – | – | 0.26% | 66 |
|
|
2022
Q4 | $415K | Hold |
6,232
| – | – | 0.26% | 67 |
|
|
2022
Q3 | $342K | Hold |
6,232
| – | – | 0.23% | 73 |
|
|
2022
Q2 | $387K | Sell |
6,232
-99
| -2% | -$6.15K | 0.24% | 69 |
|
|
2022
Q1 | $397K | Sell |
6,331
-256
| -4% | -$16.1K | 0.21% | 86 |
|
|
2021
Q4 | $437K | Hold |
6,587
| – | – | 0.22% | 88 |
|
|
2021
Q3 | $383K | Hold |
6,587
| – | – | 0.22% | 84 |
|
|
2021
Q2 | $411K | Hold |
6,587
| – | – | 0.24% | 80 |
|
|
2021
Q1 | $386K | Sell |
6,587
-326
| -5% | -$19.1K | 0.24% | 80 |
|
|
2020
Q4 | $404K | Buy |
6,913
+263
| +4% | +$15.4K | 0.24% | 72 |
|
|
2020
Q3 | $382 | Sell |
6,650
-875
| -12% | -$50 | 0.14% | 78 |
|
|
2020
Q2 | $385K | Hold |
7,525
| – | – | 0.28% | 68 |
|
|
2020
Q1 | $377K | Hold |
7,525
| – | – | 0.32% | 57 |
|
|
2019
Q4 | $414K | Buy |
+7,525
| New | +$414K | 0.28% | 66 |
|