BSW Wealth Partners’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 | $381K | Sell |
5,651
-739
| -12% | -$49.8K | 0.05% | 203 |
|
|
2025
Q1 | $434K | Buy |
6,390
+2,218
| +53% | +$150K | 0.07% | 173 |
|
|
2024
Q4 | $249K | Buy |
+4,172
| New | +$249K | 0.04% | 265 |
|
|
2024
Q2 | – | Sell |
-3,760
| Closed | -$263K | – | 304 |
|
|
2024
Q1 | $263K | Sell |
3,760
-2,241
| -37% | -$157K | 0.04% | 240 |
|
|
2023
Q4 | $435K | Sell |
6,001
-2,287
| -28% | -$166K | 0.09% | 140 |
|
|
2023
Q3 | $575K | Sell |
8,288
-282
| -3% | -$19.6K | 0.13% | 98 |
|
|
2023
Q2 | $625K | Buy |
8,570
+10
| +0.1% | +$729 | 0.13% | 95 |
|
|
2023
Q1 | $597K | Sell |
8,560
-2,608
| -23% | -$182K | 0.12% | 118 |
|
|
2022
Q4 | $744K | Buy |
11,168
+705
| +7% | +$47K | 0.16% | 85 |
|
|
2022
Q3 | $574K | Sell |
10,463
-602
| -5% | -$33K | 0.14% | 97 |
|
|
2022
Q2 | $687K | Buy |
11,065
+187
| +2% | +$11.6K | 0.16% | 89 |
|
|
2022
Q1 | $683K | Buy |
10,878
+700
| +7% | +$44K | 0.17% | 97 |
|
|
2021
Q4 | $675K | Buy |
10,178
+1,315
| +15% | +$87.2K | 0.17% | 90 |
|
|
2021
Q3 | $516K | Buy |
8,863
+1,023
| +13% | +$59.6K | 0.14% | 105 |
|
|
2021
Q2 | $490K | Buy |
7,840
+1,006
| +15% | +$62.9K | 0.13% | 100 |
|
|
2021
Q1 | $400K | Buy |
6,834
+1,370
| +25% | +$80.2K | 0.12% | 107 |
|
|
2020
Q4 | $319K | Buy |
5,464
+548
| +11% | +$32K | 0.1% | 119 |
|
|
2020
Q3 | $282K | Buy |
4,916
+215
| +5% | +$12.3K | 0.11% | 107 |
|
|
2020
Q2 | $240K | Buy |
+4,701
| New | +$240K | 0.08% | 122 |
|