WR Wealth Planners’s Mondelez International MDLZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $150K | Sell |
2,505
-741
| -23% | -$44.3K | 0.05% | 182 |
|
|
2024
Q3 | $239K | Buy |
3,246
+351
| +12% | +$25.9K | 0.07% | 162 |
|
|
2024
Q2 | $189K | Buy |
2,895
+85
| +3% | +$5.56K | 0.06% | 176 |
|
|
2024
Q1 | $197K | Buy |
+2,810
| New | +$197K | 0.06% | 173 |
|
|
2023
Q4 | – | Sell |
-2,672
| Closed | -$185K | – | 585 |
|
|
2023
Q3 | $185K | Buy |
2,672
+4
| +0.1% | +$278 | 0.07% | 179 |
|
|
2023
Q2 | $195K | Sell |
2,668
-100
| -4% | -$7.29K | 0.08% | 173 |
|
|
2023
Q1 | $193K | Buy |
2,768
+1,916
| +225% | +$134K | 0.08% | 158 |
|
|
2022
Q4 | $56.8K | Hold |
852
| – | – | 0.04% | 164 |
|
|
2022
Q3 | $46.7K | Hold |
852
| – | – | 0.03% | 167 |
|
|
2022
Q2 | $52.9K | Hold |
852
| – | – | 0.03% | 164 |
|
|
2022
Q1 | $53.5K | Buy |
+852
| New | +$53.5K | 0.03% | 168 |
|