Beverly Hills Private Wealth’s Mondelez International MDLZ Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$861K	Buy	14,931 +2,599	+21%	+$151K	0.14%	138
2025 Q4	$664K	Sell	12,332 -5,053	-29%	-$291K	0.11%	147
2025 Q3	$1.09M	Sell	17,385 -538	-3%	-$34.7K	0.19%	118
2025 Q2	$1.21M	Sell	17,923 -932	-5%	-$62.2K	0.23%	112
2025 Q1	$1.28M	Buy	18,855 +360	+2%	+$22.2K	0.25%	104
2024 Q4	$1.1M	Buy	18,495 +46	+0.2%	+$3.04K	0.22%	107
2024 Q3	$1.36M	Sell	18,449 -3,406	-16%	-$239K	0.27%	99
2024 Q2	$1.43M	Sell	21,855 -966	-4%	-$66.3K	0.31%	86
2024 Q1	$1.6M	Sell	22,821 -1,457	-6%	-$106K	0.37%	71
2023 Q4	$1.76M	Buy	24,278 +2,368	+11%	+$162K	0.46%	67
2023 Q3	$1.52M	Sell	21,910 -21,324	-49%	-$1.54M	0.45%	65
2023 Q2	$3.2M	Buy	43,234 +21,868	+102%	+$1.62M	0.53%	60
2023 Q1	$1.49M	Buy	21,366 +3,267	+18%	+$216K	0.46%	65
2022 Q4	$1.21M	Buy	+18,099	New	+$1.14M	0.53%	63