Sugarloaf Wealth Management’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 | $46.2K | Sell |
773
-76
| -9% | -$4.54K | 0.01% | 302 |
|
|
2024
Q3 | $62.5K | Buy |
849
+60
| +8% | +$4.42K | 0.01% | 285 |
|
|
2024
Q2 | $51.7K | Hold |
789
| – | – | 0.01% | 292 |
|
|
2024
Q1 | $55.3K | Hold |
789
| – | – | 0.01% | 282 |
|
|
2023
Q4 | $57.2K | Sell |
789
-26
| -3% | -$1.88K | 0.01% | 274 |
|
|
2023
Q3 | $56.6K | Hold |
815
| – | – | 0.01% | 273 |
|
|
2023
Q2 | $59.5K | Sell |
815
-104
| -11% | -$7.59K | 0.01% | 265 |
|
|
2023
Q1 | $64.1K | Sell |
919
-62
| -6% | -$4.33K | 0.02% | 254 |
|
|
2022
Q4 | $65.4K | Sell |
981
-6
| -0.6% | -$400 | 0.02% | 246 |
|
|
2022
Q3 | $55K | Buy |
987
+101
| +11% | +$5.63K | 0.01% | 270 |
|
|
2022
Q2 | $55K | Buy |
886
+66
| +8% | +$4.1K | 0.01% | 267 |
|
|
2022
Q1 | $51K | Sell |
820
-400
| -33% | -$24.9K | 0.01% | 273 |
|
|
2021
Q4 | $81K | Sell |
1,220
-200
| -14% | -$13.3K | 0.02% | 221 |
|
|
2021
Q3 | $83K | Hold |
1,420
| – | – | 0.02% | 208 |
|
|
2021
Q2 | $89K | Sell |
1,420
-502
| -26% | -$31.5K | 0.02% | 201 |
|
|
2021
Q1 | $112 | Buy |
1,922
+3
| +0.2% | – | 0.03% | 170 |
|
|
2020
Q4 | $112K | Sell |
1,919
-66
| -3% | -$3.85K | 0.04% | 167 |
|
|
2020
Q3 | $110K | Buy |
1,985
+3
| +0.2% | +$166 | 0.04% | 152 |
|
|
2020
Q2 | $101K | Buy |
1,982
+3
| +0.2% | +$153 | 0.04% | 162 |
|
|
2020
Q1 | $99K | Buy |
1,979
+2
| +0.1% | +$100 | 0.04% | 156 |
|
|
2019
Q4 | $109K | Buy |
+1,977
| New | +$109K | 0.05% | 172 |
|