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