Beta Wealth Group’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 | $488K | Sell |
7,229
-95
| -1% | -$6.41K | 0.18% | 74 |
|
|
2025
Q1 | $497K | Buy |
7,324
+103
| +1% | +$6.99K | 0.18% | 69 |
|
|
2024
Q4 | $431K | Sell |
7,221
-48,045
| -87% | -$2.87M | 0.19% | 83 |
|
|
2024
Q3 | $4.07M | Buy |
55,266
+1,095
| +2% | +$80.7K | 1.84% | 18 |
|
|
2024
Q2 | $3.54M | Buy |
54,171
+4,365
| +9% | +$286K | 1.68% | 19 |
|
|
2024
Q1 | $3.49M | Sell |
49,806
-2,782
| -5% | -$195K | 1.7% | 19 |
|
|
2023
Q4 | $3.81M | Buy |
52,588
+1,485
| +3% | +$108K | 2% | 16 |
|
|
2023
Q3 | $3.55M | Sell |
51,103
-279
| -0.5% | -$19.4K | 2.1% | 14 |
|
|
2023
Q2 | $3.75M | Sell |
51,382
-846
| -2% | -$61.7K | 2.17% | 15 |
|
|
2023
Q1 | $3.64M | Sell |
52,228
-3,724
| -7% | -$260K | 2.08% | 16 |
|
|
2022
Q4 | $3.73M | Buy |
55,952
+3,465
| +7% | +$231K | 2.5% | 13 |
|
|
2022
Q3 | $2.88M | Sell |
52,487
-556
| -1% | -$30.5K | 2.07% | 17 |
|
|
2022
Q2 | $3.29M | Sell |
53,043
-2,018
| -4% | -$125K | 2.21% | 18 |
|
|
2022
Q1 | $3.46M | Buy |
55,061
+2,339
| +4% | +$147K | 2.31% | 13 |
|
|
2021
Q4 | $3.07M | Hold |
52,722
| – | – | 2.21% | 19 |
|
|
2021
Q3 | $3.07M | Buy |
52,722
+287
| +0.5% | +$16.7K | 2.21% | 19 |
|
|
2021
Q2 | $3.27M | Buy |
52,435
+2,627
| +5% | +$164K | 2.28% | 17 |
|
|
2021
Q1 | $2.92M | Buy |
49,808
+3,978
| +9% | +$233K | 2.12% | 17 |
|
|
2020
Q4 | $2.68M | Buy |
+45,830
| New | +$2.68M | 2.3% | 17 |
|