Beverly Hills Private Wealth’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
$1.21M Sell
17,923
-932
-5% -$62.9K 0.23% 112
2025
Q1
$1.28M Buy
18,855
+360
+2% +$24.4K 0.25% 104
2024
Q4
$1.1M Buy
18,495
+46
+0.2% +$2.75K 0.22% 107
2024
Q3
$1.36M Sell
18,449
-3,406
-16% -$251K 0.27% 99
2024
Q2
$1.43M Sell
21,855
-966
-4% -$63.2K 0.31% 86
2024
Q1
$1.6M Sell
22,821
-1,457
-6% -$102K 0.37% 71
2023
Q4
$1.76M Buy
24,278
+2,368
+11% +$172K 0.46% 67
2023
Q3
$1.52M Sell
21,910
-21,324
-49% -$1.48M 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% +$228K 0.46% 65
2022
Q4
$1.21M Buy
+18,099
New +$1.21M 0.53% 63