Cassaday & Co Wealth Management’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 | $506K | Buy |
7,507
+578
| +8% | +$39K | 0.01% | 208 |
|
2025
Q1 | $470K | Buy |
6,929
+322
| +5% | +$21.8K | 0.01% | 207 |
|
2024
Q4 | $395K | Sell |
6,607
-445
| -6% | -$26.6K | 0.01% | 215 |
|
2024
Q3 | $520K | Sell |
7,052
-58
| -0.8% | -$4.27K | 0.01% | 180 |
|
2024
Q2 | $465K | Buy |
7,110
+119
| +2% | +$7.79K | 0.01% | 181 |
|
2024
Q1 | $489K | Sell |
6,991
-173
| -2% | -$12.1K | 0.02% | 172 |
|
2023
Q4 | $519K | Hold |
7,164
| – | – | 0.02% | 161 |
|
2023
Q3 | $497K | Buy |
7,164
+61
| +0.9% | +$4.23K | 0.02% | 152 |
|
2023
Q2 | $518K | Sell |
7,103
-241
| -3% | -$17.6K | 0.02% | 151 |
|
2023
Q1 | $512K | Buy |
7,344
+240
| +3% | +$16.7K | 0.02% | 151 |
|
2022
Q4 | $473K | Buy |
+7,104
| New | +$473K | 0.02% | 150 |
|