CWM
C2C Wealth Management’s Mondelez International MDLZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-6,359
| Closed | -$431K | – | 86 |
|
|
2025
Q1 | $431K | Hold |
6,359
| – | – | 0.41% | 49 |
|
|
2024
Q4 | $380K | Buy |
6,359
+50
| +0.8% | +$2.99K | 0.35% | 53 |
|
|
2024
Q3 | $432K | Hold |
6,309
| – | – | 0.4% | 48 |
|
|
2024
Q2 | $413K | Hold |
6,309
| – | – | 0.4% | 49 |
|
|
2024
Q1 | $442K | Hold |
6,309
| – | – | 0.44% | 46 |
|
|
2023
Q4 | $456K | Sell |
6,309
-6,562
| -51% | -$474K | 0.39% | 60 |
|
|
2023
Q3 | $879K | Hold |
12,871
| – | – | 0.13% | 89 |
|
|
2023
Q2 | $926K | Sell |
12,871
-96
| -0.7% | -$6.91K | 0.12% | 87 |
|
|
2023
Q1 | $910K | Sell |
12,967
-21
| -0.2% | -$1.47K | 0.15% | 92 |
|
|
2022
Q4 | $837K | Sell |
12,988
-52
| -0.4% | -$3.35K | 0.14% | 69 |
|
|
2022
Q3 | $750K | Sell |
13,040
-96
| -0.7% | -$5.52K | 0.15% | 76 |
|
|
2022
Q2 | $807K | Hold |
13,136
| – | – | 0.15% | 77 |
|
|
2022
Q1 | $863K | Sell |
13,136
-13
| -0.1% | -$854 | 0.15% | 83 |
|
|
2021
Q4 | $871K | Buy |
+13,149
| New | +$871K | 0.13% | 90 |
|