Cape Investment Advisory’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 | $100K | Buy |
1,484
+4
| +0.3% | +$270 | 0.04% | 267 |
|
|
2025
Q1 | $100K | Sell |
1,480
-755
| -34% | -$51.2K | 0.04% | 240 |
|
|
2024
Q4 | $133K | Buy |
2,235
+355
| +19% | +$21.2K | 0.05% | 215 |
|
|
2024
Q3 | $139K | Buy |
1,880
+27
| +1% | +$1.99K | 0.06% | 207 |
|
|
2024
Q2 | $121K | Hold |
1,853
| – | – | 0.05% | 209 |
|
|
2024
Q1 | $130K | Hold |
1,853
| – | – | 0.06% | 190 |
|
|
2023
Q4 | $134K | Buy |
1,853
+750
| +68% | +$54.3K | 0.07% | 184 |
|
|
2023
Q3 | $76.5K | Hold |
1,103
| – | – | 0.04% | 235 |
|
|
2023
Q2 | $80.5K | Hold |
1,103
| – | – | 0.04% | 224 |
|
|
2023
Q1 | $76.9K | Buy |
+1,103
| New | +$76.9K | 0.05% | 215 |
|