Financial Synergies Wealth Advisors’s Mondelez International MDLZ Stock Holding History

Financial Synergies Wealth Advisors’s Portfolio MDLZ Stock Details MDLZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-354	Closed	-$24.8K	–	291
2024 Q1	$24.8K	Hold	354	–	–	﹤0.01%	175
2023 Q4	$23.6K	Sell	354 -205	-37%	-$14K	﹤0.01%	128
2023 Q3	$38.8K	Sell	559 -231	-29%	-$16.6K	0.01%	127
2023 Q2	$57.6K	Buy	790 +3	+0.4%	+$222	0.01%	103
2023 Q1	$54.9K	Buy	787 +433	+122%	+$28.7K	0.01%	107
2022 Q4	$23.6K	Buy	+354	New	+$22.4K	﹤0.01%	128

Other funds holding MDLZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Financial Synergies Wealth Advisors's MDLZ Position: Q2 2024 in Review

Financial Synergies Wealth Advisors sold out of Mondelez International (MDLZ) in Q2 2024, closing a stake of 354 shares — an estimated $24.8K sold.

Financial Synergies Wealth Advisors first reported a position in MDLZ in Q4 2022 and held it in 6 quarters. The position peaked at $57.6K in Q2 2023. 1,962 funds tracked by Wall St. Rank hold MDLZ as of Q2 2024.

Financial Synergies Wealth Advisors reported no remaining Mondelez International position as of Q2 2024 after selling out during the quarter.
Financial Synergies Wealth Advisors sold 354 Mondelez International shares in Q2 2024, an estimated $24.8K.
Financial Synergies Wealth Advisors first reported a position in Mondelez International in Q4 2022 and held it in 6 quarters.
Financial Synergies Wealth Advisors's Mondelez International position peaked at $57.6K in Q2 2023.
1,962 funds tracked by Wall St. Rank held Mondelez International as of Q2 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2024, filed 23 Jul 2024.