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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 – 535
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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return