Arkadios Wealth Advisors’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 | $621K | Buy |
9,212
+3,769
| +69% | +$254K | 0.02% | 750 |
|
2025
Q1 | $369K | Sell |
5,443
-275
| -5% | -$18.7K | 0.01% | 817 |
|
2024
Q4 | $342K | Sell |
5,718
-3,917
| -41% | -$234K | 0.02% | 676 |
|
2024
Q3 | $710K | Buy |
9,635
+3,760
| +64% | +$277K | 0.04% | 417 |
|
2024
Q2 | $384K | Buy |
5,875
+257
| +5% | +$16.8K | 0.03% | 554 |
|
2024
Q1 | $393K | Sell |
5,618
-206
| -4% | -$14.4K | 0.03% | 456 |
|
2023
Q4 | $422K | Buy |
5,824
+1,403
| +32% | +$102K | 0.04% | 415 |
|
2023
Q3 | $307K | Buy |
4,421
+176
| +4% | +$12.2K | 0.03% | 480 |
|
2023
Q2 | $310K | Buy |
4,245
+388
| +10% | +$28.3K | 0.04% | 434 |
|
2023
Q1 | $269K | Buy |
3,857
+102
| +3% | +$7.11K | 0.03% | 471 |
|
2022
Q4 | $250K | Buy |
+3,755
| New | +$250K | 0.03% | 452 |
|
2022
Q3 | – | Sell |
-4,015
| Closed | -$249K | – | 553 |
|
2022
Q2 | $249K | Sell |
4,015
-365
| -8% | -$22.6K | 0.04% | 445 |
|
2022
Q1 | $275K | Sell |
4,380
-5,739
| -57% | -$360K | 0.04% | 445 |
|
2021
Q4 | $671K | Buy |
10,119
+3,476
| +52% | +$230K | 0.09% | 255 |
|
2021
Q3 | $386K | Buy |
6,643
+1,150
| +21% | +$66.8K | 0.06% | 350 |
|
2021
Q2 | $343K | Buy |
5,493
+2,473
| +82% | +$154K | 0.04% | 416 |
|
2021
Q1 | $176K | Buy |
3,020
+719
| +31% | +$41.9K | 0.03% | 435 |
|
2020
Q4 | $134K | Sell |
2,301
-216
| -9% | -$12.6K | 0.03% | 386 |
|
2020
Q3 | $146K | Sell |
2,517
-299
| -11% | -$17.3K | 0.07% | 222 |
|
2020
Q2 | $149K | Sell |
2,816
-137
| -5% | -$7.24K | 0.08% | 196 |
|
2020
Q1 | $148K | Buy |
2,953
+26
| +0.9% | +$1.3K | 0.09% | 179 |
|
2019
Q4 | $173K | Buy |
+2,927
| New | +$173K | 0.1% | 169 |
|