CWA
Canvas Wealth Advisors’s Mondelez International MDLZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $296K | Buy |
4,248
+218
| +5% | +$15.2K | 0.06% | 146 |
|
|
2025
Q1 | $275K | Buy |
+4,030
| New | +$275K | 0.07% | 146 |
|
|
2024
Q4 | – | Sell |
-4,380
| Closed | -$323K | – | 191 |
|
|
2024
Q3 | $323K | Buy |
4,380
+1,327
| +43% | +$97.8K | 0.09% | 123 |
|
|
2024
Q2 | $205K | Buy |
+3,053
| New | +$205K | 0.06% | 142 |
|
|
2024
Q1 | – | Sell |
-3,018
| Closed | -$221K | – | 154 |
|
|
2023
Q4 | $221K | Buy |
+3,018
| New | +$221K | 0.08% | 119 |
|
|
2023
Q3 | – | Sell |
-3,163
| Closed | -$235K | – | 127 |
|
|
2023
Q2 | $235K | Buy |
3,163
+91
| +3% | +$6.76K | 0.09% | 118 |
|
|
2023
Q1 | $227K | Buy |
+3,072
| New | +$227K | 0.1% | 127 |
|
|
2022
Q2 | – | Sell |
-3,180
| Closed | -$206K | – | 139 |
|
|
2022
Q1 | $206K | Sell |
3,180
-315
| -9% | -$20.4K | 0.08% | 135 |
|
|
2021
Q4 | $232K | Buy |
+3,495
| New | +$232K | 0.08% | 124 |
|
|
2021
Q3 | – | Sell |
-3,625
| Closed | -$226K | – | 122 |
|
|
2021
Q2 | $226K | Buy |
+3,625
| New | +$226K | 0.1% | 110 |
|