Golden State Wealth 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 | $209K | Sell |
3,096
-33
| -1% | -$2.23K | 0.03% | 353 |
|
|
2025
Q1 | $212K | Sell |
3,129
-431
| -12% | -$29.2K | 0.03% | 330 |
|
|
2024
Q4 | $213K | Buy |
+3,560
| New | +$213K | 0.03% | 313 |
|
|
2022
Q1 | – | Sell |
-7,424
| Closed | -$492K | – | 337 |
|
|
2021
Q4 | $492K | Buy |
+7,424
| New | +$492K | 0.08% | 211 |
|
|
2021
Q2 | – | Sell |
-4,158
| Closed | -$243K | – | 303 |
|
|
2021
Q1 | $243K | Sell |
4,158
-4,464
| -52% | -$261K | 0.08% | 170 |
|
|
2020
Q4 | $504K | Buy |
8,622
+4,264
| +98% | +$249K | 0.15% | 127 |
|
|
2020
Q3 | $250K | Sell |
4,358
-4,301
| -50% | -$247K | 0.08% | 167 |
|
|
2020
Q2 | $443K | Buy |
8,659
+5,467
| +171% | +$280K | 0.14% | 105 |
|
|
2020
Q1 | $160K | Buy |
+3,192
| New | +$160K | 0.07% | 184 |
|
|
2019
Q4 | – | Sell |
-3,165
| Closed | -$175K | – | 569 |
|
|
2019
Q3 | $175K | Buy |
3,165
+1,585
| +100% | +$87.6K | 0.06% | 222 |
|
|
2019
Q2 | $85K | Hold |
1,580
| – | – | 0.03% | 353 |
|
|
2019
Q1 | $79K | Buy |
+1,580
| New | +$79K | 0.03% | 357 |
|