Holistic Financial Partners’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 | – | Sell |
-2,993
| Closed | -$203K | – | 133 |
|
|
2025
Q1 | $203K | Buy |
+2,993
| New | +$203K | 0.1% | 112 |
|
|
2024
Q4 | – | Sell |
-4,099
| Closed | -$302K | – | 129 |
|
|
2024
Q3 | $302K | Sell |
4,099
-108
| -3% | -$7.96K | 0.15% | 83 |
|
|
2024
Q2 | $275K | Sell |
4,207
-1,795
| -30% | -$117K | 0.14% | 88 |
|
|
2024
Q1 | $420K | Sell |
6,002
-222
| -4% | -$15.5K | 0.21% | 61 |
|
|
2023
Q4 | $451K | Buy |
6,224
+1,015
| +19% | +$73.5K | 0.27% | 49 |
|
|
2023
Q3 | $362K | Buy |
5,209
+75
| +1% | +$5.21K | 0.24% | 55 |
|
|
2023
Q2 | $374K | Sell |
5,134
-1,834
| -26% | -$134K | 0.26% | 52 |
|
|
2023
Q1 | $486K | Sell |
6,968
-412
| -6% | -$28.7K | 0.38% | 41 |
|
|
2022
Q4 | $492K | Buy |
7,380
+84
| +1% | +$5.6K | 0.44% | 37 |
|
|
2022
Q3 | $400K | Buy |
7,296
+645
| +10% | +$35.4K | 0.4% | 40 |
|
|
2022
Q2 | $413K | Buy |
6,651
+1,021
| +18% | +$63.4K | 0.39% | 41 |
|
|
2022
Q1 | $353K | Buy |
5,630
+226
| +4% | +$14.2K | 0.22% | 63 |
|
|
2021
Q4 | $358K | Sell |
5,404
-58
| -1% | -$3.84K | 0.21% | 69 |
|
|
2021
Q3 | $318K | Sell |
5,462
-18
| -0.3% | -$1.05K | 0.2% | 76 |
|
|
2021
Q2 | $342K | Sell |
5,480
-8
| -0.1% | -$499 | 0.2% | 71 |
|
|
2021
Q1 | $321K | Buy |
+5,488
| New | +$321K | 0.21% | 71 |
|
|
2018
Q2 | – | Sell |
-701
| Closed | -$29K | – | 236 |
|
|
2018
Q1 | $29K | Sell |
701
-68
| -9% | -$2.81K | 0.02% | 252 |
|
|
2017
Q4 | $33K | Buy |
+769
| New | +$33K | 0.03% | 244 |
|