Guardian Wealth Advisors (North Carolina)’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 | $550K | Buy |
8,158
+385
| +5% | +$26K | 0.04% | 189 |
|
|
2025
Q1 | $527K | Buy |
7,773
+1,754
| +29% | +$119K | 0.04% | 181 |
|
|
2024
Q4 | $360K | Buy |
6,019
+492
| +9% | +$29.4K | 0.03% | 228 |
|
|
2024
Q3 | $407K | Sell |
5,527
-278
| -5% | -$20.5K | 0.04% | 183 |
|
|
2024
Q2 | $380K | Sell |
5,805
-1,532
| -21% | -$100K | 0.04% | 180 |
|
|
2024
Q1 | $514K | Buy |
7,337
+69
| +0.9% | +$4.83K | 0.06% | 151 |
|
|
2023
Q4 | $526K | Hold |
7,268
| – | – | 0.08% | 130 |
|
|
2023
Q3 | $508K | Sell |
7,268
-121
| -2% | -$8.45K | 0.09% | 121 |
|
|
2023
Q2 | $542K | Buy |
7,389
+379
| +5% | +$27.8K | 0.09% | 113 |
|
|
2023
Q1 | $492K | Buy |
7,010
+2,623
| +60% | +$184K | 0.09% | 118 |
|
|
2022
Q4 | $294K | Hold |
4,387
| – | – | 0.06% | 155 |
|
|
2022
Q3 | $242K | Buy |
+4,387
| New | +$242K | 0.05% | 163 |
|