Summit Financial Group’s Mondelez International MDLZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $417K | Hold |
5,960
| – | – | 0.15% | 131 |
|
|
2023
Q4 | $432K | Hold |
5,960
| – | – | 0.17% | 125 |
|
|
2023
Q3 | $414K | Hold |
5,960
| – | – | 0.17% | 123 |
|
|
2023
Q2 | $435K | Sell |
5,960
-17
| -0.3% | -$1.24K | 0.17% | 132 |
|
|
2023
Q1 | $317K | Hold |
5,977
| – | – | 0.12% | 151 |
|
|
2022
Q4 | $399K | Hold |
5,977
| – | – | 0.16% | 138 |
|
|
2022
Q3 | $328K | Sell |
5,977
-50
| -0.8% | -$2.74K | 0.14% | 147 |
|
|
2022
Q2 | $374K | Sell |
6,027
-517
| -8% | -$32.1K | 0.14% | 138 |
|
|
2022
Q1 | $411K | Hold |
6,544
| – | – | 0.14% | 137 |
|
|
2021
Q4 | $434K | Hold |
6,544
| – | – | 0.14% | 136 |
|
|
2021
Q3 | $381K | Hold |
6,544
| – | – | 0.14% | 145 |
|
|
2021
Q2 | $409K | Buy |
6,544
+1,600
| +32% | +$100K | 0.15% | 137 |
|
|
2021
Q1 | $289K | Hold |
4,944
| – | – | 0.12% | 150 |
|
|
2020
Q4 | $289K | Sell |
4,944
-175
| -3% | -$10.2K | 0.13% | 130 |
|
|
2020
Q3 | $294K | Hold |
5,119
| – | – | 0.15% | 115 |
|
|
2020
Q2 | $262K | Hold |
5,119
| – | – | 0.14% | 126 |
|
|
2020
Q1 | $256K | Hold |
5,119
| – | – | 0.15% | 111 |
|
|
2019
Q4 | $282K | Sell |
5,119
-275
| -5% | -$15.1K | 0.14% | 130 |
|
|
2019
Q3 | $298K | Hold |
5,394
| – | – | 0.15% | 121 |
|
|
2019
Q2 | $291K | Hold |
5,394
| – | – | 0.13% | 128 |
|
|
2019
Q1 | $270K | Hold |
5,394
| – | – | 0.21% | 97 |
|
|
2018
Q4 | $216K | Hold |
5,394
| – | – | 0.18% | 104 |
|
|
2018
Q3 | $232K | Sell |
5,394
-400
| -7% | -$17.2K | 0.17% | 112 |
|
|
2018
Q2 | $238K | Sell |
5,794
-225
| -4% | -$9.24K | 0.19% | 110 |
|
|
2018
Q1 | $251K | Sell |
6,019
-200
| -3% | -$8.34K | 0.2% | 110 |
|
|
2017
Q4 | $266K | Hold |
6,219
| – | – | 0.22% | 101 |
|
|
2017
Q3 | $253K | Sell |
6,219
-175
| -3% | -$7.12K | 0.21% | 102 |
|
|
2017
Q2 | $276K | Buy |
+6,394
| New | +$276K | 0.24% | 93 |
|