Icon 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
2025
Q2
$4.63M Buy
68,612
+3,260
+5% +$220K 0.33% 63
2025
Q1
$4.43M Buy
65,352
+7,374
+13% +$500K 0.36% 59
2024
Q4
$3.46M Sell
57,978
-1,154
-2% -$68.9K 0.28% 65
2024
Q3
$4.36M Buy
59,132
+7,466
+14% +$550K 0.36% 58
2024
Q2
$3.53M Sell
51,666
-1,921
-4% -$131K 0.31% 61
2024
Q1
$3.75M Sell
53,587
-4,970
-8% -$348K 0.35% 59
2023
Q4
$4.24M Buy
+58,557
New +$4.24M 0.44% 47
2022
Q4
$6.47M Buy
97,017
+492
+0.5% +$32.8K 0.74% 26
2022
Q3
$5.29M Buy
+96,525
New +$5.29M 0.64% 36