Carson Wealth (CWM 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 | $9.53M | Buy |
141,247
+25,787
| +22% | +$1.74M | 0.03% | 399 |
|
|
2025
Q1 | $7.83M | Buy |
115,460
+12,482
| +12% | +$847K | 0.03% | 407 |
|
|
2024
Q4 | $6.15M | Buy |
102,978
+275
| +0.3% | +$16.4K | 0.03% | 428 |
|
|
2024
Q3 | $7.57M | Buy |
102,703
+9,208
| +10% | +$678K | 0.03% | 358 |
|
|
2024
Q2 | $6.12M | Buy |
93,495
+6,879
| +8% | +$450K | 0.03% | 377 |
|
|
2024
Q1 | $6.06M | Buy |
86,616
+11,574
| +15% | +$810K | 0.03% | 386 |
|
|
2023
Q4 | $5.44M | Buy |
75,042
+13,536
| +22% | +$980K | 0.03% | 384 |
|
|
2023
Q3 | $4.27M | Buy |
61,506
+13,196
| +27% | +$916K | 0.03% | 390 |
|
|
2023
Q2 | $3.52M | Buy |
48,310
+10,052
| +26% | +$733K | 0.02% | 418 |
|
|
2023
Q1 | $2.67M | Buy |
38,258
+3,193
| +9% | +$223K | 0.02% | 436 |
|
|
2022
Q4 | $2.34M | Sell |
35,065
-2,749
| -7% | -$183K | 0.02% | 426 |
|
|
2022
Q3 | $2.07M | Buy |
37,814
+4,799
| +15% | +$263K | 0.02% | 411 |
|
|
2022
Q2 | $2.05M | Buy |
33,015
+8,963
| +37% | +$557K | 0.02% | 407 |
|
|
2022
Q1 | $1.51M | Buy |
24,052
+3,713
| +18% | +$233K | 0.01% | 461 |
|
|
2021
Q4 | $1.35M | Buy |
+20,339
| New | +$1.35M | 0.01% | 521 |
|
|
2021
Q2 | $21.9M | Hold |
350,945
| – | – | 0.17% | 122 |
|
|
2021
Q1 | $21.9M | Hold |
350,945
| – | – | 0.17% | 122 |
|
|
2020
Q4 | $21.9M | Hold |
350,945
| – | – | 0.17% | 122 |
|
|
2020
Q3 | $21.9M | Hold |
350,945
| – | – | 0.17% | 122 |
|
|
2020
Q2 | $21.9M | Hold |
350,945
| – | – | 0.17% | 122 |
|
|
2020
Q1 | $21.9M | Hold |
350,945
| – | – | 0.17% | 122 |
|
|
2019
Q4 | $21.9M | Hold |
350,945
| – | – | 0.17% | 122 |
|
|
2019
Q3 | $21.9M | Hold |
350,945
| – | – | 0.17% | 122 |
|
|
2019
Q2 | $21.9M | Hold |
350,945
| – | – | 0.17% | 122 |
|
|
2019
Q1 | $21.9M | Buy |
350,945
+347,235
| +9,359% | +$21.7M | 0.17% | 122 |
|
|
2018
Q4 | $149K | Buy |
3,710
+750
| +25% | +$30.1K | ﹤0.01% | 655 |
|
|
2018
Q3 | $127K | Buy |
2,960
+55
| +2% | +$2.36K | ﹤0.01% | 579 |
|
|
2018
Q2 | $119K | Buy |
2,905
+86
| +3% | +$3.52K | ﹤0.01% | 494 |
|
|
2018
Q1 | $118K | Sell |
2,819
-12
| -0.4% | -$502 | ﹤0.01% | 426 |
|
|
2017
Q4 | $121K | Sell |
2,831
-342
| -11% | -$14.6K | 0.01% | 405 |
|
|
2017
Q3 | $129K | Buy |
3,173
+140
| +5% | +$5.69K | 0.01% | 380 |
|
|
2017
Q2 | $131K | Sell |
3,033
-137
| -4% | -$5.92K | 0.01% | 356 |
|
|
2017
Q1 | $137K | Sell |
3,170
-846
| -21% | -$36.6K | 0.01% | 328 |
|
|
2016
Q4 | $178K | Buy |
4,016
+373
| +10% | +$16.5K | 0.01% | 281 |
|
|
2016
Q3 | $160K | Buy |
3,643
+528
| +17% | +$23.2K | 0.01% | 282 |
|
|
2016
Q2 | $142K | Sell |
3,115
-106
| -3% | -$4.83K | 0.01% | 270 |
|
|
2016
Q1 | $129K | Buy |
3,221
+1,091
| +51% | +$43.7K | 0.01% | 254 |
|
|
2015
Q4 | $96K | Sell |
2,130
-806
| -27% | -$36.3K | 0.01% | 260 |
|
|
2015
Q3 | $123K | Buy |
+2,936
| New | +$123K | 0.01% | 227 |
|
|
2014
Q1 | – | Sell |
-202
| Closed | -$7K | – | 323 |
|
|
2013
Q4 | $7K | Buy |
+202
| New | +$7K | ﹤0.01% | 442 |
|