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Delap Wealth Advisory’s Mondelez International MDLZ Stock Holding History

Delap Wealth Advisory’s Portfolio MDLZ Stock Details MDLZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-3,772
Closed -$264K – 222
2024
Q1 		$264K Sell
3,772
-1,706
-31% -$119K 0.11% 184
2023
Q4 		$397K Buy
+5,478
New +$397K 0.18% 61