Congress Wealth Management’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 | $10.9M | Sell |
161,695
-21,705
| -12% | -$1.46M | 0.11% | 230 |
|
|
2025
Q1 | $12.4M | Buy |
183,400
+45,310
| +33% | +$3.07M | 0.15% | 171 |
|
|
2024
Q4 | $8.25M | Sell |
138,090
-25,871
| -16% | -$1.55M | 0.11% | 224 |
|
|
2024
Q3 | $12.1M | Buy |
163,961
+3,597
| +2% | +$265K | 0.16% | 186 |
|
|
2024
Q2 | $10.5M | Buy |
160,364
+1,493
| +0.9% | +$97.7K | 0.17% | 168 |
|
|
2024
Q1 | $11.1M | Buy |
158,871
+15,888
| +11% | +$1.11M | 0.19% | 156 |
|
|
2023
Q4 | $10.4M | Buy |
+142,983
| New | +$10.4M | 0.19% | 154 |
|