Bogart Wealth LLC’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
$7.39M Buy
109,613
+3,008
+3% +$203K 0.32% 76
2025
Q1
$7.23M Buy
106,605
+7,387
+7% +$501K 0.34% 70
2024
Q4
$5.93M Buy
99,218
+7,342
+8% +$439K 0.28% 85
2024
Q3
$6.77M Buy
91,876
+130
+0.1% +$9.58K 0.32% 74
2024
Q2
$6M Buy
91,746
+91,200
+16,703% +$5.97M 0.31% 80
2024
Q1
$38.2K Buy
546
+187
+52% +$13.1K ﹤0.01% 423
2023
Q4
$26K Buy
359
+140
+64% +$10.1K ﹤0.01% 463
2023
Q3
$15.2K Sell
219
-50
-19% -$3.47K ﹤0.01% 520
2023
Q2
$19.6K Buy
269
+10
+4% +$729 ﹤0.01% 468
2023
Q1
$18.1K Buy
259
+97
+60% +$6.76K ﹤0.01% 478
2022
Q4
$10.8K Buy
162
+13
+9% +$868 ﹤0.01% 524
2022
Q3
$8K Buy
149
+100
+204% +$5.37K ﹤0.01% 598
2022
Q2
$3K Sell
49
-77
-61% -$4.71K ﹤0.01% 729
2022
Q1
$8K Buy
126
+77
+157% +$4.89K ﹤0.01% 519
2021
Q4
$3K Hold
49
﹤0.01% 619
2021
Q3
$3K Buy
49
+8
+20% +$490 ﹤0.01% 591
2021
Q2
$3K Hold
41
﹤0.01% 570
2021
Q1
$2K Buy
+41
New +$2K ﹤0.01% 554