Concord Wealth 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 | $42.2K | Buy |
625
+420
| +205% | +$28.3K | 0.01% | 369 |
|
|
2025
Q1 | $13.9K | Buy |
205
+92
| +81% | +$6.24K | ﹤0.01% | 474 |
|
|
2024
Q4 | $6.75K | Sell |
113
-326
| -74% | -$19.5K | ﹤0.01% | 566 |
|
|
2024
Q3 | $32.3K | Sell |
439
-51
| -10% | -$3.75K | 0.01% | 397 |
|
|
2024
Q2 | $32K | Sell |
490
-313
| -39% | -$20.5K | 0.01% | 364 |
|
|
2024
Q1 | $56.2K | Sell |
803
-351
| -30% | -$24.6K | 0.01% | 334 |
|
|
2023
Q4 | $83.6K | Sell |
1,154
-282
| -20% | -$20.4K | 0.02% | 294 |
|
|
2023
Q3 | $99.7K | Sell |
1,436
-404
| -22% | -$28K | 0.02% | 282 |
|
|
2023
Q2 | $134K | Sell |
1,840
-374
| -17% | -$27.3K | 0.03% | 236 |
|
|
2023
Q1 | $154K | Sell |
2,214
-1,152
| -34% | -$80.3K | 0.04% | 196 |
|
|
2022
Q4 | $224K | Sell |
3,366
-1,345
| -29% | -$89.7K | 0.07% | 151 |
|
|
2022
Q3 | $258K | Sell |
4,711
-165
| -3% | -$9.04K | 0.08% | 134 |
|
|
2022
Q2 | $303K | Buy |
4,876
+39
| +0.8% | +$2.42K | 0.08% | 131 |
|
|
2022
Q1 | $304K | Buy |
4,837
+554
| +13% | +$34.8K | 0.08% | 135 |
|
|
2021
Q4 | $284K | Buy |
4,283
+3,490
| +440% | +$231K | 0.07% | 145 |
|
|
2021
Q3 | $46K | Sell |
793
-2,491
| -76% | -$144K | 0.02% | 232 |
|
|
2021
Q2 | $205K | Buy |
3,284
+1,174
| +56% | +$73.3K | 0.06% | 132 |
|
|
2021
Q1 | $123K | Sell |
2,110
-106
| -5% | -$6.18K | 0.04% | 184 |
|
|
2020
Q4 | $130K | Buy |
+2,216
| New | +$130K | 0.1% | 112 |
|