JPWM
Jamison Private Wealth Management’s Mondelez International MDLZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.94M | Sell |
28,817
-1,764
| -6% | -$119K | 0.28% | 78 |
|
|
2025
Q1 | $2.07M | Sell |
30,581
-94
| -0.3% | -$6.38K | 0.32% | 78 |
|
|
2024
Q4 | $1.83M | Buy |
30,675
+541
| +2% | +$32.3K | 0.27% | 81 |
|
|
2024
Q3 | $2.22M | Buy |
30,134
+34
| +0.1% | +$2.51K | 0.34% | 71 |
|
|
2024
Q2 | $1.97M | Buy |
30,100
+31
| +0.1% | +$2.03K | 0.33% | 71 |
|
|
2024
Q1 | $2.1M | Sell |
30,069
-521
| -2% | -$36.5K | 0.36% | 66 |
|
|
2023
Q4 | $2.22M | Sell |
30,590
-713
| -2% | -$51.6K | 0.41% | 64 |
|
|
2023
Q3 | $2.17M | Buy |
+31,303
| New | +$2.17M | 0.45% | 59 |
|