Beaird Harris 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 | $23.3K | Buy |
346
+11
| +3% | +$742 | ﹤0.01% | 315 |
|
2025
Q1 | $22.7K | Hold |
335
| – | – | ﹤0.01% | 299 |
|
2024
Q4 | $20K | Buy |
+335
| New | +$20K | ﹤0.01% | 306 |
|
2024
Q3 | – | Sell |
-198
| Closed | -$13K | – | 656 |
|
2024
Q2 | $13K | Sell |
198
-4
| -2% | -$262 | ﹤0.01% | 346 |
|
2024
Q1 | $14.1K | Hold |
202
| – | – | ﹤0.01% | 305 |
|
2023
Q4 | $14.6K | Buy |
202
+5
| +3% | +$362 | ﹤0.01% | 293 |
|
2023
Q3 | $13.7K | Buy |
197
+140
| +246% | +$9.72K | ﹤0.01% | 253 |
|
2023
Q2 | $4.16K | Hold |
57
| – | – | ﹤0.01% | 336 |
|
2023
Q1 | $3.98K | Hold |
57
| – | – | ﹤0.01% | 335 |
|
2022
Q4 | $3.8K | Hold |
57
| – | – | ﹤0.01% | 470 |
|
2022
Q3 | $3K | Buy |
+57
| New | +$3K | ﹤0.01% | 379 |
|
2022
Q2 | – | Sell |
-57
| Closed | -$4K | – | 522 |
|
2022
Q1 | $4K | Sell |
57
-500
| -90% | -$35.1K | ﹤0.01% | 454 |
|
2021
Q4 | $37K | Buy |
+557
| New | +$37K | 0.01% | 269 |
|