Aviso Wealth Management’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 | $874K | Sell |
12,953
-793
| -6% | -$53.5K | 0.41% | 63 |
|
2025
Q1 | $933K | Sell |
13,746
-2,096
| -13% | -$142K | 0.5% | 56 |
|
2024
Q4 | $946K | Sell |
15,842
-3,988
| -20% | -$238K | 0.48% | 55 |
|
2024
Q3 | $1.46M | Buy |
19,830
+1,068
| +6% | +$78.7K | 0.79% | 33 |
|
2024
Q2 | $1.23M | Buy |
18,762
+12,569
| +203% | +$823K | 0.73% | 33 |
|
2024
Q1 | $433K | Buy |
6,193
+1,935
| +45% | +$135K | 0.27% | 86 |
|
2023
Q4 | $308K | Buy |
+4,258
| New | +$308K | 0.22% | 102 |
|