Heritage Oak 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
2024
Q3
Sell
-7,849
Closed -$514K 185
2024
Q2
$514K Buy
+7,849
New +$514K 0.26% 53