CWP
CFM Wealth Partners’s Mondelez International MDLZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.18M | Hold |
47,088
| – | – | 0.51% | 45 |
|
|
2025
Q1 | $3.19M | Hold |
47,088
| – | – | 0.56% | 45 |
|
|
2024
Q4 | $2.81M | Buy |
47,088
+421
| +0.9% | +$25.1K | 0.47% | 49 |
|
|
2024
Q3 | $3.44M | Buy |
46,667
+510
| +1% | +$37.6K | 0.6% | 41 |
|
|
2024
Q2 | $3.02M | Sell |
46,157
-539
| -1% | -$35.3K | 0.55% | 44 |
|
|
2024
Q1 | $3.27M | Buy |
46,696
+719
| +2% | +$50.3K | 0.66% | 41 |
|
|
2023
Q4 | $3.33M | Sell |
45,977
-603
| -1% | -$43.7K | 0.75% | 38 |
|
|
2023
Q3 | $3.23M | Sell |
46,580
-129
| -0.3% | -$8.95K | 0.85% | 33 |
|
|
2023
Q2 | $3.41M | Buy |
46,709
+129
| +0.3% | +$9.41K | 0.83% | 34 |
|
|
2023
Q1 | $3.25M | Hold |
46,580
| – | – | 0.88% | 32 |
|
|
2022
Q4 | $3.1M | Buy |
46,580
+603
| +1% | +$40.2K | 0.93% | 31 |
|
|
2022
Q3 | $2.52M | Hold |
45,977
| – | – | 0.81% | 33 |
|
|
2022
Q2 | $2.86M | Hold |
45,977
| – | – | 0.86% | 30 |
|
|
2022
Q1 | $2.89M | Hold |
45,977
| – | – | 0.69% | 36 |
|
|
2021
Q4 | $3.03M | Buy |
45,977
+681
| +2% | +$44.9K | 0.68% | 41 |
|
|
2021
Q3 | $2.64M | Hold |
45,296
| – | – | 0.66% | 43 |
|
|
2021
Q2 | $2.83M | Sell |
45,296
-672
| -1% | -$42K | 0.75% | 37 |
|
|
2021
Q1 | $2.69M | Buy |
45,968
+3,429
| +8% | +$201K | 0.81% | 33 |
|
|
2020
Q4 | $2.49M | Hold |
42,539
| – | – | 0.79% | 36 |
|
|
2020
Q3 | $2.44M | Sell |
42,539
-336
| -0.8% | -$19.3K | 0.89% | 32 |
|
|
2020
Q2 | $2.19M | Sell |
42,875
-288
| -0.7% | -$14.7K | 0.83% | 31 |
|
|
2020
Q1 | $2.16M | Sell |
43,163
-13,317
| -24% | -$667K | 1% | 25 |
|
|
2019
Q4 | $3.12M | Buy |
+56,480
| New | +$3.12M | 1.15% | 20 |
|