Vantage Financial Partners (Illinois)’s Mondelez International MDLZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-7,284
| Closed | -$508K | – | 94 |
|
|
2023
Q1 | $508K | Sell |
7,284
-50
| -0.7% | -$3.49K | 0.3% | 54 |
|
|
2022
Q4 | $489K | Sell |
7,334
-50
| -0.7% | -$3.33K | 0.28% | 60 |
|
|
2022
Q3 | $405K | Sell |
7,384
-100
| -1% | -$5.49K | 0.26% | 58 |
|
|
2022
Q2 | $465K | Sell |
7,484
-100
| -1% | -$6.21K | 0.28% | 58 |
|
|
2022
Q1 | $476K | Hold |
7,584
| – | – | 0.25% | 57 |
|
|
2021
Q4 | $503K | Sell |
7,584
-100
| -1% | -$6.63K | 0.25% | 56 |
|
|
2021
Q3 | $447K | Sell |
7,684
-890
| -10% | -$51.8K | 0.24% | 59 |
|
|
2021
Q2 | $535K | Hold |
8,574
| – | – | 0.3% | 54 |
|
|
2021
Q1 | $502K | Hold |
8,574
| – | – | 0.28% | 55 |
|
|
2020
Q4 | $501K | Buy |
8,574
+190
| +2% | +$11.1K | 0.29% | 50 |
|
|
2020
Q3 | $482K | Hold |
8,384
| – | – | 0.29% | 53 |
|
|
2020
Q2 | $429K | Sell |
8,384
-500
| -6% | -$25.6K | 0.27% | 47 |
|
|
2020
Q1 | $445K | Hold |
8,884
| – | – | 0.32% | 44 |
|
|
2019
Q4 | $489K | Buy |
8,884
+2,300
| +35% | +$127K | 0.29% | 49 |
|
|
2019
Q3 | $364K | Buy |
6,584
+2,100
| +47% | +$116K | 0.24% | 50 |
|
|
2019
Q2 | $242K | Hold |
4,484
| – | – | 0.16% | 74 |
|
|
2019
Q1 | $224K | Sell |
4,484
-600
| -12% | -$30K | 0.15% | 75 |
|
|
2018
Q4 | $204K | Sell |
5,084
-1,400
| -22% | -$56.2K | 0.15% | 76 |
|
|
2018
Q3 | $279K | Hold |
6,484
| – | – | 0.18% | 71 |
|
|
2018
Q2 | $266K | Buy |
6,484
+500
| +8% | +$20.5K | 0.18% | 71 |
|
|
2018
Q1 | $250K | Buy |
+5,984
| New | +$250K | 0.17% | 66 |
|