WGAM
Wilkinson Global Asset Management’s Mondelez International MDLZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-3,000
| Closed | -$221K | – | 80 |
|
|
2024
Q3 | $221K | Sell |
3,000
-100
| -3% | -$7.37K | 0.01% | 77 |
|
|
2024
Q2 | $203K | Buy |
3,100
+100
| +3% | +$6.54K | 0.01% | 80 |
|
|
2024
Q1 | $210K | Hold |
3,000
| – | – | 0.01% | 85 |
|
|
2023
Q4 | $217K | Hold |
3,000
| – | – | 0.02% | 85 |
|
|
2023
Q3 | $208K | Hold |
3,000
| – | – | 0.02% | 89 |
|
|
2023
Q2 | $219K | Hold |
3,000
| – | – | 0.02% | 89 |
|
|
2023
Q1 | $209K | Buy |
+3,000
| New | +$209K | 0.02% | 90 |
|
|
2021
Q4 | – | Sell |
-5,050
| Closed | -$294K | – | 95 |
|
|
2021
Q3 | $294K | Buy |
5,050
+1,000
| +25% | +$58.2K | 0.02% | 80 |
|
|
2021
Q2 | $253K | Buy |
+4,050
| New | +$253K | 0.01% | 82 |
|