Sutton Wealth Advisors’s Mondelez International MDLZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $257K | Sell |
3,706
-225
| -6% | -$15.6K | 0.13% | 93 |
|
|
2023
Q2 | $287K | Sell |
3,931
-172
| -4% | -$12.5K | 0.14% | 86 |
|
|
2023
Q1 | $286K | Sell |
4,103
-4,333
| -51% | -$302K | 0.15% | 84 |
|
|
2022
Q4 | $562K | Sell |
8,436
-81
| -1% | -$5.4K | 0.21% | 73 |
|
|
2022
Q3 | $467K | Buy |
8,517
+22
| +0.3% | +$1.21K | 0.19% | 83 |
|
|
2022
Q2 | $527K | Buy |
8,495
+105
| +1% | +$6.52K | 0.21% | 76 |
|
|
2022
Q1 | $527K | Hold |
8,390
| – | – | 0.18% | 85 |
|
|
2021
Q4 | $556K | Buy |
8,390
+123
| +1% | +$8.16K | 0.19% | 87 |
|
|
2021
Q3 | $481K | Sell |
8,267
-59
| -0.7% | -$3.43K | 0.18% | 88 |
|
|
2021
Q2 | $520K | Hold |
8,326
| – | – | 0.19% | 87 |
|
|
2021
Q1 | $487K | Buy |
8,326
+22
| +0.3% | +$1.29K | 0.19% | 88 |
|
|
2020
Q4 | $486K | Buy |
8,304
+29
| +0.4% | +$1.7K | 0.21% | 82 |
|
|
2020
Q3 | $475K | Buy |
8,275
+195
| +2% | +$11.2K | 0.23% | 77 |
|
|
2020
Q2 | $413K | Sell |
8,080
-453
| -5% | -$23.2K | 0.22% | 76 |
|
|
2020
Q1 | $427K | Buy |
8,533
+18
| +0.2% | +$901 | 0.27% | 67 |
|
|
2019
Q4 | $469K | Sell |
8,515
-45
| -0.5% | -$2.48K | 0.24% | 73 |
|
|
2019
Q3 | $474K | Hold |
8,560
| – | – | 0.26% | 65 |
|
|
2019
Q2 | $461K | Buy |
8,560
+28
| +0.3% | +$1.51K | 0.26% | 66 |
|
|
2019
Q1 | $426K | Buy |
8,532
+22
| +0.3% | +$1.1K | 0.25% | 69 |
|
|
2018
Q4 | $341K | Buy |
8,510
+487
| +6% | +$19.5K | 0.22% | 78 |
|
|
2018
Q3 | $345K | Hold |
8,023
| – | – | 0.23% | 79 |
|
|
2018
Q2 | $329K | Hold |
8,023
| – | – | 0.23% | 74 |
|
|
2018
Q1 | $335K | Hold |
8,023
| – | – | 0.24% | 70 |
|
|
2017
Q4 | $343K | Hold |
8,023
| – | – | 0.25% | 70 |
|
|
2017
Q3 | $326K | Buy |
8,023
+5
| +0.1% | +$203 | 0.25% | 68 |
|
|
2017
Q2 | $346K | Buy |
8,018
+2,692
| +51% | +$116K | 0.27% | 65 |
|
|
2017
Q1 | $229K | Hold |
5,326
| – | – | 0.19% | 88 |
|
|
2016
Q4 | $236K | Buy |
5,326
+112
| +2% | +$4.97K | 0.21% | 80 |
|
|
2016
Q3 | $229K | Hold |
5,214
| – | – | 0.21% | 78 |
|
|
2016
Q2 | $237K | Sell |
5,214
-373
| -7% | -$17K | 0.22% | 78 |
|
|
2016
Q1 | $224K | Buy |
+5,587
| New | +$224K | 0.21% | 81 |
|