Heritage Wealth Management (Ohio)’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	$1.27M	Sell	18,865 -794	-4%	-$53.5K	0.41%	64
2025 Q1	$1.33M	Sell	19,659 -100	-0.5%	-$6.79K	0.45%	56
2024 Q4	$1.18M	Sell	19,759 -200	-1%	-$11.9K	0.39%	67
2024 Q3	$1.47M	Sell	19,959 -1,144	-5%	-$84.3K	0.48%	52
2024 Q2	$1.41M	Buy	+21,103	New	+$1.41M	0.47%	55