Journey Strategic Wealth’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 | $966K | Buy |
14,319
+8,427
| +143% | +$568K | 0.03% | 174 |
|
2025
Q1 | $400K | Buy |
5,892
+1,222
| +26% | +$82.9K | 0.01% | 276 |
|
2024
Q4 | $279K | Sell |
4,670
-2,023
| -30% | -$121K | 0.01% | 354 |
|
2024
Q3 | $493K | Buy |
6,693
+1,137
| +20% | +$83.8K | 0.02% | 216 |
|
2024
Q2 | $364K | Buy |
+5,556
| New | +$364K | 0.02% | 213 |
|
2023
Q2 | – | Sell |
-4,101
| Closed | -$286K | – | 245 |
|
2023
Q1 | $286K | Sell |
4,101
-1,169
| -22% | -$81.5K | 0.03% | 164 |
|
2022
Q4 | $351K | Buy |
5,270
+1,187
| +29% | +$79.1K | 0.04% | 131 |
|
2022
Q3 | $223K | Buy |
+4,083
| New | +$223K | 0.03% | 141 |
|
2022
Q2 | – | Sell |
-3,587
| Closed | -$226K | – | 176 |
|
2022
Q1 | $226K | Buy |
3,587
+280
| +8% | +$17.6K | 0.02% | 140 |
|
2021
Q4 | $219K | Buy |
+3,307
| New | +$219K | 0.02% | 177 |
|