Sonen Capital’s Mondelez International MDLZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-17,233
| Closed | -$1.2M | – | 74 |
|
|
2023
Q3 | $1.2M | Sell |
17,233
-45,000
| -72% | -$3.14M | 2.36% | 6 |
|
|
2023
Q2 | $4.56M | Hold |
62,233
| – | – | 7.57% | 2 |
|
|
2023
Q1 | $4.36M | Hold |
62,233
| – | – | 7.4% | 2 |
|
|
2022
Q4 | $4.17M | Sell |
62,233
-387
| -0.6% | -$25.9K | 6.82% | 1 |
|
|
2022
Q3 | $3.46M | Buy |
62,620
+565
| +0.9% | +$31.2K | 5.61% | 1 |
|
|
2022
Q2 | $3.88M | Buy |
+62,055
| New | +$3.88M | 5.54% | 1 |
|