YorkBridge Wealth Partners’s Mondelez International MDLZ Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q4 | $3.39M | Sell |
50,857
-358
| -0.7% | -$23.9K | 0.86% | 26 |
|
2022
Q3 | $2.81M | Buy |
51,215
+1,082
| +2% | +$59.3K | 0.72% | 34 |
|
2022
Q2 | $3.11M | Buy |
50,133
+617
| +1% | +$38.3K | 0.81% | 27 |
|
2022
Q1 | $3.11M | Buy |
49,516
+980
| +2% | +$61.5K | 0.68% | 35 |
|
2021
Q4 | $3.22M | Sell |
48,536
-675
| -1% | -$44.8K | 0.72% | 36 |
|
2021
Q3 | $2.86M | Buy |
49,211
+2,351
| +5% | +$137K | 0.72% | 39 |
|
2021
Q2 | $2.93M | Buy |
46,860
+1,238
| +3% | +$77.3K | 0.76% | 36 |
|
2021
Q1 | $2.67M | Buy |
45,622
+32,331
| +243% | +$1.89M | 0.79% | 34 |
|
2020
Q4 | $777K | Buy |
13,291
+1,138
| +9% | +$66.5K | 0.26% | 82 |
|
2020
Q3 | $698K | Buy |
12,153
+13
| +0.1% | +$747 | 0.29% | 75 |
|
2020
Q2 | $621K | Buy |
12,140
+283
| +2% | +$14.5K | 0.28% | 78 |
|
2020
Q1 | $594K | Buy |
11,857
+828
| +8% | +$41.5K | 0.37% | 74 |
|
2019
Q4 | $607K | Buy |
11,029
+508
| +5% | +$28K | 0.28% | 87 |
|
2019
Q3 | $582K | Sell |
10,521
-2,410
| -19% | -$133K | 0.29% | 87 |
|
2019
Q2 | $697K | Buy |
12,931
+19
| +0.1% | +$1.02K | 0.31% | 76 |
|
2019
Q1 | $645K | Sell |
12,912
-814
| -6% | -$40.7K | 0.3% | 77 |
|
2018
Q4 | $549K | Buy |
13,726
+13
| +0.1% | +$520 | 0.29% | 84 |
|
2018
Q3 | $587K | Buy |
13,713
+2,865
| +26% | +$123K | 0.27% | 89 |
|
2018
Q2 | $445K | Buy |
10,848
+1,056
| +11% | +$43.3K | 0.2% | 108 |
|
2018
Q1 | $412K | Buy |
9,792
+619
| +7% | +$26K | 0.19% | 112 |
|
2017
Q4 | $403K | Buy |
9,173
+1,781
| +24% | +$78.2K | 0.19% | 113 |
|
2017
Q3 | $301K | Sell |
7,392
-2,844
| -28% | -$116K | 0.16% | 130 |
|
2017
Q2 | $442K | Buy |
10,236
+456
| +5% | +$19.7K | 0.23% | 92 |
|
2017
Q1 | $428K | Buy |
9,780
+1,740
| +22% | +$76.1K | 0.22% | 96 |
|
2016
Q4 | $348K | Buy |
+8,040
| New | +$348K | 0.21% | 106 |
|