GWMR
GC Wealth Management RIA’s Mondelez International MDLZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.74M | Buy |
40,658
+30,108
| +285% | +$2.03M | 0.22% | 101 |
|
|
2025
Q1 | $716K | Buy |
10,550
+300
| +3% | +$20.4K | 0.13% | 141 |
|
|
2024
Q4 | $612K | Buy |
10,250
+273
| +3% | +$16.3K | 0.11% | 154 |
|
|
2024
Q3 | $735K | Sell |
9,977
-1,169
| -10% | -$86.1K | 0.13% | 143 |
|
|
2024
Q2 | $729K | Sell |
11,146
-285
| -2% | -$18.7K | 0.14% | 129 |
|
|
2024
Q1 | $800K | Buy |
11,431
+3,153
| +38% | +$221K | 0.16% | 115 |
|
|
2023
Q4 | $600K | Buy |
+8,278
| New | +$600K | 0.27% | 98 |
|