BKM Wealth Management’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 | $800K | Sell |
11,868
-1,178
| -9% | -$79.4K | 0.31% | 80 |
|
|
2025
Q1 | $885K | Buy |
13,046
+1,617
| +14% | +$110K | 0.36% | 71 |
|
|
2024
Q4 | $683K | Sell |
11,429
-780
| -6% | -$46.6K | 0.28% | 86 |
|
|
2024
Q3 | $899K | Buy |
12,209
+2,547
| +26% | +$188K | 0.37% | 74 |
|
|
2024
Q2 | $632K | Buy |
9,662
+475
| +5% | +$31.1K | 0.3% | 90 |
|
|
2024
Q1 | $643K | Buy |
9,187
+2,219
| +32% | +$155K | 0.28% | 87 |
|
|
2023
Q4 | $505K | Buy |
+6,968
| New | +$505K | 0.22% | 99 |
|