CWS
Confluence Wealth Services’s Mondelez International MDLZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $534K | Sell |
7,925
-19
| -0.2% | -$1.28K | 0.03% | 233 |
|
|
2025
Q1 | $535K | Sell |
7,944
-300
| -4% | -$20.2K | 0.03% | 225 |
|
|
2024
Q4 | $470K | Sell |
8,244
-349
| -4% | -$19.9K | 0.03% | 226 |
|
|
2024
Q3 | $633K | Sell |
8,593
-628
| -7% | -$46.3K | 0.05% | 196 |
|
|
2024
Q2 | $603K | Buy |
9,221
+1,362
| +17% | +$89.1K | 0.05% | 203 |
|
|
2024
Q1 | $550K | Sell |
7,859
-805
| -9% | -$56.4K | 0.05% | 194 |
|
|
2023
Q4 | $628K | Buy |
8,664
+262
| +3% | +$19K | 0.07% | 161 |
|
|
2023
Q3 | $583K | Buy |
8,402
+5
| +0.1% | +$347 | 0.12% | 137 |
|
|
2023
Q2 | $612K | Sell |
8,397
-57
| -0.7% | -$4.16K | 0.13% | 130 |
|
|
2023
Q1 | $589K | Hold |
8,454
| – | – | 0.14% | 131 |
|
|
2022
Q4 | $563K | Buy |
8,454
+195
| +2% | +$13K | 0.15% | 126 |
|
|
2022
Q3 | $452K | Sell |
8,259
-2,107
| -20% | -$115K | 0.19% | 136 |
|
|
2022
Q2 | $666K | Buy |
10,366
+2,800
| +37% | +$180K | 0.29% | 115 |
|
|
2022
Q1 | $474K | Sell |
7,566
-1,187
| -14% | -$74.4K | 0.17% | 148 |
|
|
2021
Q4 | $580K | Buy |
+8,753
| New | +$580K | 0.19% | 126 |
|