Johnson & White 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 | $456K | Buy |
6,767
+1
| +0% | +$67 | 0.23% | 71 |
|
2025
Q1 | $459K | Buy |
6,766
+1
| +0% | +$68 | 0.26% | 67 |
|
2024
Q4 | $403K | Buy |
+6,765
| New | +$403K | 0.24% | 67 |
|
2024
Q2 | – | Sell |
-4,521
| Closed | -$316K | – | 72 |
|
2024
Q1 | $316K | Buy |
4,521
+1
| +0% | +$70 | 0.23% | 63 |
|
2023
Q4 | $327K | Buy |
4,520
+141
| +3% | +$10.2K | 0.27% | 62 |
|
2023
Q3 | $304K | Buy |
+4,379
| New | +$304K | 0.28% | 61 |
|
2023
Q2 | – | Sell |
-4,077
| Closed | -$284K | – | 57 |
|
2023
Q1 | $284K | Sell |
4,077
-49,679
| -92% | -$3.46M | 0.25% | 59 |
|
2022
Q4 | $6.73M | Buy |
53,756
+48,232
| +873% | +$6.03M | 6.77% | 2 |
|
2022
Q3 | $303K | Buy |
+5,524
| New | +$303K | 0.34% | 61 |
|