Cascade Financial 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 | $353K | Hold |
5,232
| – | – | 0.04% | 188 |
|
2025
Q1 | $355K | Buy |
5,232
+26
| +0.5% | +$1.76K | 0.04% | 185 |
|
2024
Q4 | $311K | Sell |
5,206
-11
| -0.2% | -$657 | 0.04% | 183 |
|
2024
Q3 | $372K | Buy |
5,217
+150
| +3% | +$10.7K | 0.05% | 167 |
|
2024
Q2 | $332K | Hold |
5,067
| – | – | 0.04% | 169 |
|
2024
Q1 | $338K | Buy |
+5,067
| New | +$338K | 0.05% | 169 |
|