AEPWM
Atlantic Edge Private Wealth Management’s Mondelez International MDLZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $134K | Hold |
1,988
| – | – | 0.04% | 151 |
|
|
2025
Q1 | $135K | Hold |
1,988
| – | – | 0.04% | 143 |
|
|
2024
Q4 | $119K | Hold |
1,988
| – | – | 0.04% | 153 |
|
|
2024
Q3 | $146K | Hold |
1,988
| – | – | 0.04% | 142 |
|
|
2024
Q2 | $130K | Sell |
1,988
-1,500
| -43% | -$98.2K | 0.04% | 146 |
|
|
2024
Q1 | $244K | Buy |
+3,488
| New | +$244K | 0.08% | 115 |
|