Trek Financial’s Mondelez International MDLZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-6,487
| Closed | -$425K | – | 427 |
|
|
2024
Q2 | $425K | Buy |
6,487
+2,060
| +47% | +$135K | 0.03% | 245 |
|
|
2024
Q1 | $310K | Buy |
+4,427
| New | +$310K | 0.02% | 301 |
|
|
2020
Q4 | – | Sell |
-10,431
| Closed | -$599K | – | 227 |
|
|
2020
Q3 | $599K | Buy |
10,431
+2,141
| +26% | +$123K | 0.09% | 76 |
|
|
2020
Q2 | $424K | Buy |
+8,290
| New | +$424K | 0.07% | 90 |
|