Evergreen Private Wealth’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 | $4.6M | Buy |
68,260
+5,019
| +8% | +$338K | 1.93% | 25 |
|
2025
Q1 | $4.29M | Buy |
63,241
+4,037
| +7% | +$274K | 2.01% | 25 |
|
2024
Q4 | $3.54M | Sell |
59,204
-94
| -0.2% | -$5.62K | 1.66% | 27 |
|
2024
Q3 | $4.37M | Buy |
59,298
+982
| +2% | +$72.3K | 2.03% | 24 |
|
2024
Q2 | $3.82M | Buy |
58,316
+2,530
| +5% | +$166K | 1.88% | 24 |
|
2024
Q1 | $3.91M | Buy |
55,786
+39,103
| +234% | +$2.74M | 1.96% | 25 |
|
2023
Q4 | $1.21M | Buy |
+16,683
| New | +$1.21M | 0.65% | 43 |
|