TPWM
Twelve Points Wealth Management’s Mondelez International MDLZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-4,247
| Closed | -$313K | – | 183 |
|
|
2024
Q3 | $313K | Buy |
4,247
+280
| +7% | +$20.6K | 0.1% | 152 |
|
|
2024
Q2 | $260K | Hold |
3,967
| – | – | 0.09% | 153 |
|
|
2024
Q1 | $278K | Buy |
3,967
+217
| +6% | +$15.2K | 0.1% | 147 |
|
|
2023
Q4 | $272K | Sell |
3,750
-463
| -11% | -$33.5K | 0.13% | 143 |
|
|
2023
Q3 | $292K | Buy |
+4,213
| New | +$292K | 0.15% | 138 |
|
|
2022
Q1 | – | Sell |
-6,561
| Closed | -$435K | – | 185 |
|
|
2021
Q4 | $435K | Buy |
+6,561
| New | +$435K | 0.35% | 103 |
|