EverSource Wealth 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 | $899K | Buy |
13,326
+5,131
| +63% | +$346K | 0.04% | 306 |
|
|
2025
Q1 | $556K | Buy |
8,195
+3,228
| +65% | +$219K | 0.03% | 357 |
|
|
2024
Q4 | $297K | Sell |
4,967
-408
| -8% | -$24.4K | 0.02% | 510 |
|
|
2024
Q3 | $396K | Buy |
5,375
+396
| +8% | +$29.2K | 0.03% | 381 |
|
|
2024
Q2 | $340K | Buy |
4,979
+2,505
| +101% | +$171K | 0.02% | 407 |
|
|
2024
Q1 | $178K | Sell |
2,474
-1,438
| -37% | -$103K | 0.01% | 528 |
|
|
2023
Q4 | $283K | Sell |
3,912
-123
| -3% | -$8.91K | 0.03% | 356 |
|
|
2023
Q3 | $280K | Sell |
4,035
-326
| -7% | -$22.6K | 0.03% | 322 |
|
|
2023
Q2 | $318K | Sell |
4,361
-1,130
| -21% | -$82.4K | 0.04% | 296 |
|
|
2023
Q1 | $383K | Buy |
5,491
+1,043
| +23% | +$72.7K | 0.05% | 262 |
|
|
2022
Q4 | $296K | Buy |
4,448
+114
| +3% | +$7.6K | 0.04% | 286 |
|
|
2022
Q3 | $237K | Buy |
4,334
+163
| +4% | +$8.91K | 0.05% | 275 |
|
|
2022
Q2 | $259K | Sell |
4,171
-686
| -14% | -$42.6K | 0.07% | 230 |
|
|
2022
Q1 | $305K | Buy |
4,857
+1,673
| +53% | +$105K | 0.08% | 204 |
|
|
2021
Q4 | $210K | Buy |
+3,184
| New | +$210K | 0.06% | 220 |
|