Advisor OS’s Mondelez International MDLZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.18M | Sell |
17,493
-396
| -2% | -$26.7K | 0.12% | 122 |
|
|
2025
Q1 | $1.21M | Buy |
17,889
+3,786
| +27% | +$257K | 0.14% | 106 |
|
|
2024
Q4 | $842K | Buy |
14,103
+1,988
| +16% | +$119K | 0.1% | 145 |
|
|
2024
Q3 | $893K | Buy |
12,115
+1,224
| +11% | +$90.2K | 0.09% | 169 |
|
|
2024
Q2 | $713K | Buy |
10,891
+2,319
| +27% | +$152K | 0.08% | 200 |
|
|
2024
Q1 | $600K | Buy |
8,572
+2,955
| +53% | +$207K | 0.07% | 217 |
|
|
2023
Q4 | $407K | Buy |
5,617
+2,327
| +71% | +$169K | 0.05% | 228 |
|
|
2023
Q3 | $228K | Buy |
3,290
+408
| +14% | +$28.3K | 0.03% | 261 |
|
|
2023
Q2 | $210K | Buy |
+2,882
| New | +$210K | 0.03% | 278 |
|
|
2020
Q4 | – | Sell |
-4,856
| Closed | -$279K | – | 149 |
|
|
2020
Q3 | $279K | Sell |
4,856
-4,159
| -46% | -$239K | 0.12% | 85 |
|
|
2020
Q2 | $461K | Buy |
+9,015
| New | +$461K | 0.27% | 75 |
|