ARS Wealth Advisors Group’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 | $246K | Hold |
3,650
| – | – | 0.03% | 157 |
|
2025
Q1 | $248K | Sell |
3,650
-30
| -0.8% | -$2.04K | 0.04% | 138 |
|
2024
Q4 | $220K | Sell |
3,680
-292
| -7% | -$17.4K | 0.03% | 148 |
|
2024
Q3 | $293K | Sell |
3,972
-49
| -1% | -$3.61K | 0.04% | 139 |
|
2024
Q2 | $263K | Sell |
4,021
-103
| -2% | -$6.74K | 0.03% | 138 |
|
2024
Q1 | $289K | Sell |
4,124
-40
| -1% | -$2.8K | 0.04% | 131 |
|
2023
Q4 | $302K | Buy |
4,164
+440
| +12% | +$31.9K | 0.04% | 118 |
|
2023
Q3 | $258K | Hold |
3,724
| – | – | 0.04% | 125 |
|
2023
Q2 | $272K | Hold |
3,724
| – | – | 0.04% | 124 |
|
2023
Q1 | $260K | Buy |
+3,724
| New | +$260K | 0.05% | 108 |
|