Valley Wealth Managers’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 | – | Sell |
-250
| Closed | -$18.1K | – | 341 |
|
|
2023
Q4 | $18.1K | Hold |
250
| – | – | ﹤0.01% | 255 |
|
|
2023
Q3 | $17.4K | Hold |
250
| – | – | ﹤0.01% | 263 |
|
|
2023
Q2 | $18.2K | Sell |
250
-150
| -38% | -$10.9K | ﹤0.01% | 251 |
|
|
2023
Q1 | $27.9K | Sell |
400
-1,512
| -79% | -$105K | ﹤0.01% | 241 |
|
|
2022
Q4 | $127K | Hold |
1,912
| – | – | 0.01% | 187 |
|
|
2022
Q3 | $104K | Sell |
1,912
-525
| -22% | -$28.6K | 0.01% | 203 |
|
|
2022
Q2 | $152K | Sell |
2,437
-4,400
| -64% | -$274K | 0.01% | 204 |
|
|
2022
Q1 | $429K | Sell |
6,837
-700
| -9% | -$43.9K | 0.04% | 133 |
|
|
2021
Q4 | $500K | Hold |
7,537
| – | – | 0.04% | 129 |
|
|
2021
Q3 | $439K | Sell |
7,537
-1,971
| -21% | -$115K | 0.04% | 135 |
|
|
2021
Q2 | $594K | Hold |
9,508
| – | – | 0.05% | 122 |
|
|
2021
Q1 | $556K | Buy |
9,508
+72
| +0.8% | +$4.21K | 0.05% | 121 |
|
|
2020
Q4 | $552K | Sell |
9,436
-921
| -9% | -$53.9K | 0.05% | 119 |
|
|
2020
Q3 | $595K | Sell |
10,357
-180
| -2% | -$10.3K | 0.07% | 115 |
|
|
2020
Q2 | $538K | Sell |
10,537
-1,456
| -12% | -$74.3K | 0.06% | 120 |
|
|
2020
Q1 | $601K | Sell |
11,993
-541
| -4% | -$27.1K | 0.08% | 106 |
|
|
2019
Q4 | $691K | Buy |
12,534
+272
| +2% | +$15K | 0.07% | 115 |
|
|
2019
Q3 | $678K | Sell |
12,262
-2,554
| -17% | -$141K | 0.07% | 121 |
|
|
2019
Q2 | $799K | Buy |
14,816
+288
| +2% | +$15.5K | 0.08% | 113 |
|
|
2019
Q1 | $725K | Buy |
14,528
+3,777
| +35% | +$188K | 0.08% | 127 |
|
|
2018
Q4 | $430K | Buy |
+10,751
| New | +$430K | 0.06% | 125 |
|
|
2017
Q2 | – | Sell |
-7,040
| Closed | -$303K | – | 156 |
|
|
2017
Q1 | $303K | Buy |
7,040
+4,715
| +203% | +$203K | 0.04% | 115 |
|
|
2016
Q4 | $103K | Sell |
2,325
-4,546
| -66% | -$201K | 0.01% | 126 |
|
|
2016
Q3 | $301K | Sell |
6,871
-735
| -10% | -$32.2K | 0.04% | 113 |
|
|
2016
Q2 | $346K | Buy |
+7,606
| New | +$346K | 0.05% | 108 |
|