BFG
Beacon Financial Group’s Mondelez International MDLZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-3,612
| Closed | -$245K | – | 348 |
|
|
2025
Q1 | $245K | Buy |
+3,612
| New | +$245K | 0.03% | 304 |
|
|
2024
Q4 | – | Sell |
-3,643
| Closed | -$268K | – | 329 |
|
|
2024
Q3 | $268K | Buy |
3,643
+250
| +7% | +$18.4K | 0.03% | 291 |
|
|
2024
Q2 | $222K | Sell |
3,393
-508
| -13% | -$33.2K | 0.03% | 303 |
|
|
2024
Q1 | $273K | Sell |
3,901
-196
| -5% | -$13.7K | 0.03% | 286 |
|
|
2023
Q4 | $297K | Sell |
4,097
-328
| -7% | -$23.8K | 0.04% | 262 |
|
|
2023
Q3 | $315K | Buy |
4,425
+101
| +2% | +$7.19K | 0.04% | 206 |
|
|
2023
Q2 | $313K | Buy |
+4,324
| New | +$313K | 0.04% | 199 |
|