SFA
Source Financial Advisors’s Mondelez International MDLZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $214K | Sell |
2,901
-195
| -6% | -$14.4K | 0.06% | 114 |
|
|
2024
Q2 | $203K | Sell |
3,096
-24
| -0.8% | -$1.57K | 0.06% | 114 |
|
|
2024
Q1 | $218K | Buy |
3,120
+210
| +7% | +$14.7K | 0.07% | 112 |
|
|
2023
Q4 | $211K | Sell |
2,910
-545
| -16% | -$39.5K | 0.07% | 119 |
|
|
2023
Q3 | $240K | Sell |
3,455
-64
| -2% | -$4.44K | 0.08% | 112 |
|
|
2023
Q2 | $257K | Buy |
3,519
+206
| +6% | +$15K | 0.08% | 116 |
|
|
2023
Q1 | $231K | Buy |
3,313
+282
| +9% | +$19.7K | 0.08% | 113 |
|
|
2022
Q4 | $202K | Buy |
+3,031
| New | +$202K | 0.08% | 116 |
|
|
2021
Q2 | – | Sell |
-4,250
| Closed | -$249K | – | 114 |
|
|
2021
Q1 | $249K | Sell |
4,250
-442
| -9% | -$25.9K | 0.07% | 100 |
|
|
2020
Q4 | $274K | Buy |
+4,692
| New | +$274K | 0.07% | 91 |
|