W Advisors LLC’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 |
-3,272
| Closed | -$237K | – | 113 |
|
|
2023
Q4 | $237K | Sell |
3,272
-1
| -0% | -$72 | 0.18% | 96 |
|
|
2023
Q3 | $227K | Sell |
3,273
-1,253
| -28% | -$87K | 0.19% | 92 |
|
|
2023
Q2 | $330K | Hold |
4,526
| – | – | 0.26% | 75 |
|
|
2023
Q1 | $316K | Sell |
4,526
-100
| -2% | -$6.97K | 0.26% | 77 |
|
|
2022
Q4 | $308K | Sell |
4,626
-6
| -0.1% | -$400 | 0.26% | 82 |
|
|
2022
Q3 | $254K | Sell |
4,632
-8
| -0.2% | -$439 | 0.24% | 82 |
|
|
2022
Q2 | $288K | Buy |
4,640
+27
| +0.6% | +$1.68K | 0.25% | 79 |
|
|
2022
Q1 | $290K | Buy |
4,613
+475
| +11% | +$29.9K | 0.22% | 84 |
|
|
2021
Q4 | $274K | Buy |
+4,138
| New | +$274K | 0.2% | 85 |
|