Jeppson Wealth Management’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 | $389K | Hold |
5,770
| – | – | 0.13% | 135 |
|
|
2025
Q1 | $391K | Buy |
5,770
+530
| +10% | +$36K | 0.14% | 135 |
|
|
2024
Q4 | $313K | Sell |
5,240
-14
| -0.3% | -$836 | 0.11% | 148 |
|
|
2024
Q3 | $387K | Hold |
5,254
| – | – | 0.14% | 140 |
|
|
2024
Q2 | $344K | Hold |
5,254
| – | – | 0.13% | 146 |
|
|
2024
Q1 | $368K | Hold |
5,254
| – | – | 0.14% | 145 |
|
|
2023
Q4 | $381K | Hold |
5,254
| – | – | 0.16% | 134 |
|
|
2023
Q3 | $365K | Buy |
5,254
+89
| +2% | +$6.18K | 0.17% | 128 |
|
|
2023
Q2 | $377K | Sell |
5,165
-20
| -0.4% | -$1.46K | 0.16% | 126 |
|
|
2023
Q1 | $361K | Hold |
5,185
| – | – | 0.16% | 128 |
|
|
2022
Q4 | $346K | Hold |
5,185
| – | – | 0.15% | 135 |
|
|
2022
Q3 | $284K | Hold |
5,185
| – | – | 0.13% | 144 |
|
|
2022
Q2 | $322K | Hold |
5,185
| – | – | 0.14% | 134 |
|
|
2022
Q1 | $325K | Sell |
5,185
-90
| -2% | -$5.64K | 0.15% | 123 |
|
|
2021
Q4 | $350K | Hold |
5,275
| – | – | 0.17% | 110 |
|
|
2021
Q3 | $306K | Hold |
5,275
| – | – | 0.16% | 111 |
|
|
2021
Q2 | $329K | Hold |
5,275
| – | – | 0.18% | 102 |
|
|
2021
Q1 | $308K | Hold |
5,275
| – | – | 0.18% | 102 |
|
|
2020
Q4 | $308K | Hold |
5,275
| – | – | 0.2% | 98 |
|
|
2020
Q3 | $303K | Buy |
+5,275
| New | +$303K | 0.24% | 92 |
|