Beta Wealth Group’s Mondelez International MDLZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $488K | Sell |
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|
2025
Q1 | $497K | Buy |
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|
2024
Q4 | $431K | Sell |
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|
2024
Q3 | $4.07M | Buy |
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|
2024
Q2 | $3.54M | Buy |
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|
2024
Q1 | $3.49M | Sell |
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|
2023
Q4 | $3.81M | Buy |
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|
2023
Q3 | $3.55M | Sell |
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|
2023
Q2 | $3.75M | Sell |
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|
2023
Q1 | $3.64M | Sell |
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|
2022
Q4 | $3.73M | Buy |
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|
2022
Q3 | $2.88M | Sell |
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|
2022
Q2 | $3.29M | Sell |
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|
2022
Q1 | $3.46M | Buy |
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|
2021
Q4 | $3.07M | Hold |
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|
2021
Q3 | $3.07M | Buy |
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|
2021
Q2 | $3.27M | Buy |
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|
2021
Q1 | $2.92M | Buy |
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|
2020
Q4 | $2.68M | Buy |
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