Concurrent Investment Advisors’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
$3.6M Buy
53,434
+493
+0.9% +$33.2K 0.07% 286
2025
Q1
$3.59M Buy
52,941
+26,528
+100% +$1.8M 0.09% 238
2024
Q4
$1.58M Sell
26,413
-3,316
-11% -$198K 0.04% 378
2024
Q3
$2.19M Buy
29,729
+132
+0.4% +$9.72K 0.06% 286
2024
Q2
$1.94M Buy
29,597
+10,600
+56% +$694K 0.06% 282
2024
Q1
$1.33M Sell
18,997
-1,099
-5% -$76.9K 0.05% 321
2023
Q4
$1.46M Buy
+20,096
New +$1.46M 0.07% 272