Winslow Evans & Crocker’s Mondelez International MDLZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $646K | Buy |
23,035
+1,525
| +7% | +$42.8K | 0.12% | 176 |
|
|
2020
Q3 | $1.24M | Sell |
21,510
-946
| -4% | -$54.3K | 0.31% | 70 |
|
|
2020
Q2 | $1.15M | Buy |
22,456
+212
| +1% | +$10.8K | 0.31% | 68 |
|
|
2020
Q1 | $1.12M | Sell |
22,244
-616
| -3% | -$30.9K | 0.37% | 66 |
|
|
2019
Q4 | $1.26M | Buy |
22,860
+132
| +0.6% | +$7.29K | 0.32% | 70 |
|
|
2019
Q3 | $1.26M | Buy |
22,728
+1,962
| +9% | +$109K | 0.35% | 66 |
|
|
2019
Q2 | $1.12M | Buy |
20,766
+3,518
| +20% | +$190K | 0.31% | 73 |
|
|
2019
Q1 | $864K | Buy |
17,248
+1,520
| +10% | +$76.1K | 0.25% | 91 |
|
|
2018
Q4 | $632K | Buy |
15,728
+10,630
| +209% | +$427K | 0.21% | 107 |
|
|
2018
Q3 | $222K | Hold |
5,098
| – | – | 0.07% | 251 |
|
|
2018
Q2 | $212K | Sell |
5,098
-156
| -3% | -$6.49K | 0.07% | 243 |
|
|
2018
Q1 | $219K | Hold |
5,254
| – | – | 0.07% | 233 |
|
|
2017
Q4 | $225K | Hold |
5,254
| – | – | 0.07% | 241 |
|
|
2017
Q3 | $214K | Sell |
5,254
-443
| -8% | -$18K | 0.07% | 241 |
|
|
2017
Q2 | $246K | Sell |
5,697
-1
| -0% | -$43 | 0.07% | 284 |
|
|
2017
Q1 | $245K | Sell |
5,698
-150
| -3% | -$6.46K | 0.08% | 267 |
|
|
2016
Q4 | $259K | Sell |
5,848
-250
| -4% | -$11.1K | 0.08% | 250 |
|
|
2016
Q3 | $268K | Sell |
6,098
-416
| -6% | -$18.3K | 0.08% | 256 |
|
|
2016
Q2 | $296K | Buy |
6,514
+2
| +0% | +$91 | 0.09% | 220 |
|
|
2016
Q1 | $261K | Buy |
6,512
+1,198
| +23% | +$48.1K | 0.08% | 226 |
|
|
2015
Q4 | $238K | Hold |
5,314
| – | – | 0.07% | 267 |
|
|
2015
Q3 | $222K | Sell |
5,314
-126
| -2% | -$5.27K | 0.07% | 257 |
|
|
2015
Q2 | $224K | Buy |
5,440
+514
| +10% | +$21.1K | 0.06% | 289 |
|
|
2015
Q1 | $178K | Sell |
4,926
-372
| -7% | -$13.4K | 0.05% | 317 |
|
|
2014
Q4 | $192K | Sell |
5,298
-1,890
| -26% | -$68.6K | 0.05% | 290 |
|
|
2014
Q3 | $246K | Sell |
7,188
-19
| -0.3% | -$651 | 0.07% | 276 |
|
|
2014
Q2 | $271K | Sell |
7,207
-280
| -4% | -$10.5K | 0.09% | 224 |
|
|
2014
Q1 | $259K | Sell |
7,487
-124
| -2% | -$4.28K | 0.09% | 233 |
|
|
2013
Q4 | $269K | Buy |
+7,611
| New | +$269K | 0.09% | 231 |
|