Warther Private Wealth’s Mondelez International MDLZ Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | – | Sell |
-4,223
| Closed | -$281K | – | 78 |
|
2022
Q4 | $281K | Sell |
4,223
-1,568
| -27% | -$105K | 0.21% | 63 |
|
2022
Q3 | $318K | Sell |
5,791
-549
| -9% | -$30.1K | 0.25% | 64 |
|
2022
Q2 | $402K | Sell |
6,340
-2,580
| -29% | -$164K | 0.29% | 73 |
|
2022
Q1 | $567K | Buy |
8,920
+25
| +0.3% | +$1.59K | 0.37% | 71 |
|
2021
Q4 | $587K | Buy |
8,895
+28
| +0.3% | +$1.85K | 0.44% | 62 |
|
2021
Q3 | $516K | Buy |
8,867
+23
| +0.3% | +$1.34K | 0.46% | 62 |
|
2021
Q2 | $552K | Buy |
+8,844
| New | +$552K | 0.54% | 52 |
|