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