Fiduciary Alliance’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
$551K Buy
8,163
+1,100
+16% +$74.2K 0.04% 313
2025
Q1
$479K Sell
7,063
-98,991
-93% -$6.72M 0.05% 262
2024
Q4
$6.33M Sell
106,054
-32,182
-23% -$1.92M 0.64% 43
2024
Q3
$10.2M Sell
138,236
-22,874
-14% -$1.69M 1.35% 15
2024
Q2
$10.6M Sell
161,110
-35,304
-18% -$2.33M 1.73% 11
2024
Q1
$13.7M Sell
196,414
-9,840
-5% -$686K 2.42% 8
2023
Q4
$14.9M Buy
206,254
+6,940
+3% +$503K 2.94% 8
2023
Q3
$13.8M Buy
199,314
+5,643
+3% +$392K 3.2% 7
2023
Q2
$14.1M Buy
193,671
+12,575
+7% +$917K 3.03% 7
2023
Q1
$12.6M Buy
181,096
+12,442
+7% +$867K 3.17% 7
2022
Q4
$11.2M Buy
+168,654
New +$11.2M 2.91% 9