Cottonwood Capital 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 | $239K | Hold |
3,548
| – | – | 0.16% | 109 |
|
|
2025
Q1 | $241K | Hold |
3,548
| – | – | 0.18% | 102 |
|
|
2024
Q4 | $212K | Sell |
3,548
-1
| -0% | -$60 | 0.15% | 121 |
|
|
2024
Q3 | $261K | Sell |
3,549
-456
| -11% | -$33.6K | 0.19% | 96 |
|
|
2024
Q2 | $261K | Sell |
4,005
-226
| -5% | -$14.7K | 0.2% | 94 |
|
|
2024
Q1 | $279K | Sell |
4,231
-637
| -13% | -$42K | 0.22% | 93 |
|
|
2023
Q4 | $353K | Sell |
4,868
-933
| -16% | -$67.6K | 0.29% | 74 |
|
|
2023
Q3 | $403K | Buy |
5,801
+2,450
| +73% | +$170K | 0.38% | 66 |
|
|
2023
Q2 | $244K | Sell |
3,351
-83
| -2% | -$6.05K | 0.22% | 80 |
|
|
2023
Q1 | $239K | Buy |
3,434
+109
| +3% | +$7.6K | 0.22% | 79 |
|
|
2022
Q4 | $222K | Buy |
+3,325
| New | +$222K | 0.2% | 85 |
|
|
2022
Q3 | – | Sell |
-3,394
| Closed | -$211K | – | 93 |
|
|
2022
Q2 | $211K | Hold |
3,394
| – | – | 0.19% | 84 |
|
|
2022
Q1 | $213K | Hold |
3,394
| – | – | 0.17% | 95 |
|
|
2021
Q4 | $225K | Buy |
+3,394
| New | +$225K | 0.17% | 95 |
|