Wagner Wealth Management (South Carolina)’s Mondelez International MDLZ Stock Holding History

Wagner Wealth Management (South Carolina)’s Portfolio MDLZ Stock Details MDLZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-766	Closed	-$42K	–	520
2022 Q3	$42K	Hold	766	–	–	0.03%	223
2022 Q2	$48K	Buy	+766	New	+$48.4K	0.04%	210
2022 Q1	–	Sell	-763	Closed	-$51K	–	470
2021 Q4	$51K	Buy	763 +192	+34%	+$11.8K	0.04%	251
2021 Q3	$35K	Buy	571 +3	+0.5%	+$187	0.03%	292
2021 Q2	$35K	Buy	568 +1	+0.2%	+$62	0.03%	308
2021 Q1	$33K	Buy	+567	New	+$32K	0.03%	286
2018 Q3	$64K	Buy	1,496 +1,179	+372%	+$50.3K	0.04%	230
2018 Q2	$13K	Sell	317 -23	-7%	-$924	0.01%	366
2018 Q1	$14K	Buy	340 +23	+7%	+$999	0.01%	326
2017 Q4	$13K	Buy	+317	New	+$13.3K	0.01%	366

Other funds holding MDLZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Wagner Wealth Management (South Carolina)'s MDLZ Position: Q4 2022 in Review

Wagner Wealth Management (South Carolina) sold out of Mondelez International (MDLZ) in Q4 2022, closing a stake of 766 shares — an estimated $42K sold.

Wagner Wealth Management (South Carolina) first reported a position in MDLZ in Q4 2017 and held it in 10 quarters. The position peaked at $64K in Q3 2018. 1,830 funds tracked by Wall St. Rank hold MDLZ as of Q4 2022.

Wagner Wealth Management (South Carolina) reported no remaining Mondelez International position as of Q4 2022 after selling out during the quarter.
Wagner Wealth Management (South Carolina) sold 766 Mondelez International shares in Q4 2022, an estimated $42K.
Wagner Wealth Management (South Carolina) first reported a position in Mondelez International in Q4 2017 and held it in 10 quarters.
Wagner Wealth Management (South Carolina)'s Mondelez International position peaked at $64K in Q3 2018.
1,830 funds tracked by Wall St. Rank held Mondelez International as of Q4 2022.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q4 2022, filed 14 Feb 2023.