Western Pacific 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,492
| Closed | -$97.6K | – | 259 |
|
|
2024
Q2 | $97.6K | Hold |
1,492
| – | – | 0.07% | 102 |
|
|
2024
Q1 | $104K | Buy |
1,492
+106
| +8% | +$7.42K | 0.08% | 97 |
|
|
2023
Q4 | $100K | Buy |
1,386
+190
| +16% | +$13.8K | 0.07% | 87 |
|
|
2023
Q3 | $83K | Hold |
1,196
| – | – | 0.07% | 98 |
|
|
2023
Q2 | $87.2K | Hold |
1,196
| – | – | 0.07% | 92 |
|
|
2023
Q1 | $83.4K | Hold |
1,196
| – | – | 0.06% | 96 |
|
|
2022
Q4 | $79.7K | Buy |
1,196
+443
| +59% | +$29.5K | 0.07% | 92 |
|
|
2022
Q3 | $41K | Buy |
+753
| New | +$41K | 0.04% | 116 |
|