CCWA
CLA (CliftonLarsonAllen) Wealth Advisors’s Mondelez International MDLZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-10,862
| Closed | -$737K | – | 207 |
|
|
2025
Q1 | $737K | Buy |
+10,862
| New | +$737K | 0.01% | 164 |
|
|
2022
Q4 | – | Sell |
-10,591
| Closed | -$581K | – | 187 |
|
|
2022
Q3 | $581K | Buy |
10,591
+320
| +3% | +$17.6K | 0.07% | 76 |
|
|
2022
Q2 | $638K | Hold |
10,271
| – | – | 0.03% | 154 |
|
|
2022
Q1 | $645K | Sell |
10,271
-87
| -0.8% | -$5.46K | 0.02% | 164 |
|
|
2021
Q4 | $687K | Buy |
10,358
+315
| +3% | +$20.9K | 0.03% | 147 |
|
|
2021
Q3 | $584K | Sell |
10,043
-22
| -0.2% | -$1.28K | 0.02% | 205 |
|
|
2021
Q2 | $628K | Sell |
10,065
-368
| -4% | -$23K | 0.03% | 202 |
|
|
2021
Q1 | $611K | Sell |
10,433
-791
| -7% | -$46.3K | 0.03% | 144 |
|
|
2020
Q4 | $656K | Buy |
+11,224
| New | +$656K | 0.03% | 136 |
|
|
2020
Q3 | – | Sell |
-10,999
| Closed | -$562K | – | 158 |
|
|
2020
Q2 | $562K | Buy |
+10,999
| New | +$562K | 0.03% | 136 |
|
|
2019
Q4 | $585K | Sell |
10,629
-1,794
| -14% | -$98.7K | 0.05% | 131 |
|
|
2019
Q3 | $687K | Buy |
+12,423
| New | +$687K | 0.06% | 114 |
|
|
2015
Q3 | – | Sell |
-7,049
| Closed | -$290K | – | 141 |
|
|
2015
Q2 | $290K | Buy |
+7,049
| New | +$290K | 0.06% | 130 |
|