SVA 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $929K | Buy |
15,890
+2,005
| +14% | +$117K | 0.08% | 130 |
|
|
2020
Q3 | $798K | Sell |
13,885
-1,429
| -9% | -$82.1K | 0.08% | 127 |
|
|
2020
Q2 | $783K | Sell |
15,314
-52
| -0.3% | -$2.66K | 0.08% | 124 |
|
|
2020
Q1 | $770K | Sell |
15,366
-1,150
| -7% | -$57.6K | 0.09% | 122 |
|
|
2019
Q4 | $910K | Sell |
16,516
-1,724
| -9% | -$95K | 0.08% | 125 |
|
|
2019
Q3 | $1.01M | Buy |
18,240
+610
| +3% | +$33.7K | 0.1% | 121 |
|
|
2019
Q2 | $950K | Sell |
17,630
-495
| -3% | -$26.7K | 0.09% | 124 |
|
|
2019
Q1 | $905K | Sell |
18,125
-512
| -3% | -$25.6K | 0.09% | 128 |
|
|
2018
Q4 | $746K | Sell |
18,637
-4,778
| -20% | -$191K | 0.08% | 129 |
|
|
2018
Q3 | $1.01M | Sell |
23,415
-38,278
| -62% | -$1.64M | 0.1% | 122 |
|
|
2018
Q2 | $2.53M | Buy |
61,693
+6,013
| +11% | +$246K | 0.27% | 78 |
|
|
2018
Q1 | $2.26M | Sell |
55,680
-9,017
| -14% | -$367K | 0.28% | 83 |
|
|
2017
Q4 | $2.77M | Buy |
64,697
+9,017
| +16% | +$386K | 0.32% | 78 |
|
|
2017
Q3 | $2.26M | Sell |
55,680
-1,226
| -2% | -$49.9K | 0.28% | 83 |
|
|
2017
Q2 | $2.46M | Buy |
56,906
+1,099
| +2% | +$47.5K | 0.32% | 79 |
|
|
2017
Q1 | $2.4M | Sell |
55,807
-2,652
| -5% | -$114K | 0.33% | 79 |
|
|
2016
Q4 | $2.59M | Buy |
58,459
+3,494
| +6% | +$155K | 0.39% | 72 |
|
|
2016
Q3 | $2.41M | Buy |
54,965
+1,549
| +3% | +$68K | 0.38% | 76 |
|
|
2016
Q2 | $2.43M | Sell |
53,416
-1,079
| -2% | -$49.1K | 0.39% | 74 |
|
|
2016
Q1 | $2.19M | Buy |
54,495
+178
| +0.3% | +$7.14K | 0.36% | 74 |
|
|
2015
Q4 | $2.44M | Sell |
54,317
-563
| -1% | -$25.2K | 0.42% | 74 |
|
|
2015
Q3 | $2.3M | Buy |
54,880
+2,458
| +5% | +$103K | 0.43% | 74 |
|
|
2015
Q2 | $2.16M | Buy |
52,422
+2,647
| +5% | +$109K | 0.4% | 73 |
|
|
2015
Q1 | $1.8M | Buy |
49,775
+35,741
| +255% | +$1.29M | 0.33% | 87 |
|
|
2014
Q4 | $510K | Buy |
14,034
+381
| +3% | +$13.8K | 0.19% | 114 |
|
|
2014
Q3 | $468K | Sell |
13,653
-369
| -3% | -$12.6K | 0.2% | 103 |
|
|
2014
Q2 | $527K | Sell |
14,022
-997
| -7% | -$37.5K | 0.23% | 98 |
|
|
2014
Q1 | $519K | Buy |
15,019
+207
| +1% | +$7.15K | 0.25% | 95 |
|
|
2013
Q4 | $523K | Buy |
+14,812
| New | +$523K | 0.31% | 78 |
|