Wagner Wealth Management’s Mondelez International MDLZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | 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 | +$48K | 0.04% | 210 |
|
|
2022
Q1 | – | Sell |
-763
| Closed | -$51K | – | 470 |
|
|
2021
Q4 | $51K | Buy |
763
+192
| +34% | +$12.8K | 0.04% | 251 |
|
|
2021
Q3 | $35K | Buy |
571
+3
| +0.5% | +$184 | 0.03% | 292 |
|
|
2021
Q2 | $35K | Buy |
568
+1
| +0.2% | +$62 | 0.03% | 308 |
|
|
2021
Q1 | $33K | Buy |
+567
| New | +$33K | 0.03% | 286 |
|
|
2018
Q3 | $64K | Buy |
1,496
+1,179
| +372% | +$50.4K | 0.04% | 230 |
|
|
2018
Q2 | $13K | Sell |
317
-23
| -7% | -$943 | 0.01% | 366 |
|
|
2018
Q1 | $14K | Buy |
340
+23
| +7% | +$947 | 0.01% | 326 |
|
|
2017
Q4 | $13K | Buy |
+317
| New | +$13K | 0.01% | 366 |
|