GeoWealth Management’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 | $465K | Buy |
6,894
+47
| +0.7% | +$3.17K | 0.02% | 417 |
|
|
2025
Q1 | $465K | Sell |
6,847
-4,438
| -39% | -$301K | 0.02% | 437 |
|
|
2024
Q4 | $674K | Sell |
11,285
-1,496
| -12% | -$89.4K | 0.02% | 401 |
|
|
2024
Q3 | $942K | Sell |
12,781
-991
| -7% | -$73K | 0.03% | 317 |
|
|
2024
Q2 | $901K | Buy |
13,772
+743
| +6% | +$48.6K | 0.04% | 291 |
|
|
2024
Q1 | $912K | Buy |
13,029
+3,603
| +38% | +$252K | 0.04% | 316 |
|
|
2023
Q4 | $682K | Buy |
9,426
+9,146
| +3,266% | +$662K | 0.06% | 274 |
|
|
2023
Q3 | $19K | Buy |
280
+100
| +56% | +$6.79K | ﹤0.01% | 436 |
|
|
2023
Q2 | $13K | Sell |
180
-146
| -45% | -$10.5K | ﹤0.01% | 397 |
|
|
2023
Q1 | $23K | Sell |
326
-22
| -6% | -$1.55K | ﹤0.01% | 310 |
|
|
2022
Q4 | $23K | Sell |
348
-62
| -15% | -$4.1K | ﹤0.01% | 314 |
|
|
2022
Q3 | $23K | Buy |
410
+59
| +17% | +$3.31K | ﹤0.01% | 308 |
|
|
2022
Q2 | $21K | Buy |
351
+18
| +5% | +$1.08K | ﹤0.01% | 300 |
|
|
2022
Q1 | $22K | Buy |
333
+11
| +3% | +$727 | ﹤0.01% | 364 |
|
|
2021
Q4 | $21K | Sell |
322
-1
| -0.3% | -$65 | ﹤0.01% | 354 |
|
|
2021
Q3 | $19K | Sell |
323
-669
| -67% | -$39.4K | ﹤0.01% | 374 |
|
|
2021
Q2 | $62K | Buy |
+992
| New | +$62K | 0.01% | 245 |
|
|
2019
Q4 | – | Sell |
-3,809
| Closed | -$211K | – | 159 |
|
|
2019
Q3 | $211K | Buy |
+3,809
| New | +$211K | 0.05% | 198 |
|