Holistic Financial Partners’s Mondelez International MDLZ Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-2,993	Closed	-$203K	–	133
2025 Q1	$203K	Buy	+2,993	New	+$184K	0.1%	112
2024 Q4	–	Sell	-4,099	Closed	-$302K	–	129
2024 Q3	$302K	Sell	4,099 -108	-3%	-$7.59K	0.15%	83
2024 Q2	$275K	Sell	4,207 -1,795	-30%	-$123K	0.14%	88
2024 Q1	$420K	Sell	6,002 -222	-4%	-$16.2K	0.21%	61
2023 Q4	$451K	Buy	6,224 +1,015	+19%	+$69.6K	0.27%	49
2023 Q3	$362K	Buy	5,209 +75	+1%	+$5.4K	0.24%	55
2023 Q2	$374K	Sell	5,134 -1,834	-26%	-$135K	0.26%	52
2023 Q1	$486K	Sell	6,968 -412	-6%	-$27.3K	0.38%	41
2022 Q4	$492K	Buy	7,380 +84	+1%	+$5.31K	0.44%	37
2022 Q3	$400K	Buy	7,296 +645	+10%	+$40.1K	0.4%	40
2022 Q2	$413K	Buy	6,651 +1,021	+18%	+$64.5K	0.39%	41
2022 Q1	$353K	Buy	5,630 +226	+4%	+$14.7K	0.22%	63
2021 Q4	$358K	Sell	5,404 -58	-1%	-$3.58K	0.21%	69
2021 Q3	$318K	Sell	5,462 -18	-0.3%	-$1.12K	0.2%	76
2021 Q2	$342K	Sell	5,480 -8	-0.1%	-$493	0.2%	71
2021 Q1	$321K	Buy	+5,488	New	+$310K	0.21%	71
2018 Q2	–	Sell	-701	Closed	-$29K	–	236
2018 Q1	$29K	Sell	701 -68	-9%	-$2.95K	0.02%	252
2017 Q4	$33K	Buy	+769	New	+$32.3K	0.03%	244