Foundations Investment 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 | $4.88M | Buy |
72,306
+62,866
| +666% | +$4.24M | 0.08% | 206 |
|
2025
Q1 | $640K | Buy |
9,440
+5,377
| +132% | +$365K | 0.01% | 511 |
|
2024
Q4 | $243K | Buy |
4,063
+555
| +16% | +$33.1K | ﹤0.01% | 724 |
|
2024
Q3 | $258K | Sell |
3,508
-57
| -2% | -$4.2K | 0.01% | 676 |
|
2024
Q2 | $233K | Buy |
3,565
+421
| +13% | +$27.5K | 0.01% | 681 |
|
2024
Q1 | $220K | Sell |
3,144
-48
| -2% | -$3.36K | 0.01% | 655 |
|
2023
Q4 | $244K | Buy |
+3,192
| New | +$244K | 0.01% | 602 |
|
2023
Q3 | – | Sell |
-2,980
| Closed | -$217K | – | 663 |
|
2023
Q2 | $217K | Buy |
+2,980
| New | +$217K | 0.01% | 532 |
|
2021
Q2 | – | Sell |
-3,651
| Closed | -$216K | – | 303 |
|
2021
Q1 | $216K | Buy |
+3,651
| New | +$216K | 0.01% | 206 |
|