FSM 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 | $705K | Buy |
10,246
+4,474
| +78% | +$308K | 0.11% | 115 |
|
|
2025
Q1 | $392K | Buy |
5,772
+418
| +8% | +$28.4K | 0.09% | 134 |
|
|
2024
Q4 | $311K | Sell |
5,354
-546
| -9% | -$31.7K | 0.08% | 133 |
|
|
2024
Q3 | $435K | Buy |
5,900
+507
| +9% | +$37.4K | 0.12% | 106 |
|
|
2024
Q2 | $353K | Sell |
5,393
-32
| -0.6% | -$2.09K | 0.12% | 104 |
|
|
2024
Q1 | $380K | Sell |
5,425
-252
| -4% | -$17.6K | 0.13% | 103 |
|
|
2023
Q4 | $411K | Sell |
5,677
-156
| -3% | -$11.3K | 0.17% | 95 |
|
|
2023
Q3 | $405K | Sell |
5,833
-1,347
| -19% | -$93.5K | 0.2% | 89 |
|
|
2023
Q2 | $509K | Buy |
7,180
+332
| +5% | +$23.5K | 0.26% | 81 |
|
|
2023
Q1 | $477K | Buy |
6,848
+1,397
| +26% | +$97.4K | 0.28% | 80 |
|
|
2022
Q4 | $363K | Sell |
5,451
-278
| -5% | -$18.5K | 0.26% | 85 |
|
|
2022
Q3 | $314K | Buy |
5,729
+184
| +3% | +$10.1K | 0.26% | 95 |
|
|
2022
Q2 | $355K | Buy |
+5,545
| New | +$355K | 0.35% | 72 |
|