BerganKDV Wealth Management’s Mondelez International MDLZ Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	$57.5K	Sell	789 -188	-19%	-$13.9K	0.01%	361
2023 Q1	$68.1K	Buy	977 +325	+50%	+$21.5K	0.01%	357
2022 Q4	$43.4K	Sell	652 -2	-0.3%	-$126	﹤0.01%	389
2022 Q3	$36K	Sell	654 -432	-40%	-$26.8K	﹤0.01%	407
2022 Q2	$67K	Sell	1,086 -1	-0.1%	-$63	0.01%	354
2022 Q1	$68K	Sell	1,087 -424	-28%	-$27.6K	0.01%	360
2021 Q4	$100K	Buy	1,511 +562	+59%	+$34.7K	0.01%	334
2021 Q3	$55K	Sell	949 -200	-17%	-$12.4K	0.01%	387
2021 Q2	$72K	Buy	1,149 +201	+21%	+$12.4K	0.01%	345
2021 Q1	$56K	Sell	948 -345	-27%	-$19.5K	0.01%	354
2020 Q4	$76K	Buy	1,293 +18	+1%	+$1.03K	0.01%	308
2020 Q3	$73K	Sell	1,275 -100	-7%	-$5.57K	0.01%	296
2020 Q2	$70K	Buy	1,375 +9	+0.7%	+$462	0.01%	314
2020 Q1	$68K	Buy	1,366 +23	+2%	+$1.25K	0.01%	289
2019 Q4	$74K	Buy	1,343 +169	+14%	+$9.04K	0.01%	305
2019 Q3	$65K	Sell	1,174 -255	-18%	-$14K	0.01%	303
2019 Q2	$77K	Hold	1,429	–	–	0.02%	288
2019 Q1	$71K	Hold	1,429	–	–	0.01%	310
2018 Q4	$57K	Hold	1,429	–	–	0.01%	291
2018 Q3	$61K	Hold	1,429	–	–	0.01%	299
2018 Q2	$59K	Buy	+1,429	New	+$57.4K	0.01%	301