Elevation Wealth Partners’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 | $165K | Buy |
2,443
+2
| +0.1% | +$135 | 0.07% | 125 |
|
|
2025
Q1 | $166K | Buy |
2,441
+2
| +0.1% | +$136 | 0.07% | 123 |
|
|
2024
Q4 | $146K | Buy |
2,439
+151
| +7% | +$9.02K | 0.06% | 134 |
|
|
2024
Q3 | $169K | Sell |
2,288
-153
| -6% | -$11.3K | 0.07% | 128 |
|
|
2024
Q2 | $160K | Buy |
2,441
+2
| +0.1% | +$131 | 0.08% | 126 |
|
|
2024
Q1 | $171K | Sell |
2,439
-38
| -2% | -$2.66K | 0.09% | 119 |
|
|
2023
Q4 | $172K | Buy |
2,477
+940
| +61% | +$65.2K | 0.1% | 115 |
|
|
2023
Q3 | $107K | Hold |
1,537
| – | – | 0.09% | 88 |
|
|
2023
Q2 | $112K | Sell |
1,537
-596
| -28% | -$43.5K | 0.09% | 89 |
|
|
2023
Q1 | $149K | Buy |
+2,133
| New | +$149K | 0.14% | 74 |
|