KFG 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 | $229K | Buy |
3,389
+276
| +9% | +$18.6K | 0.04% | 185 |
|
2025
Q1 | $211K | Buy |
+3,113
| New | +$211K | 0.04% | 178 |
|
2024
Q4 | – | Sell |
-3,210
| Closed | -$236K | – | 188 |
|
2024
Q3 | $236K | Sell |
3,210
-525
| -14% | -$38.7K | 0.05% | 166 |
|
2024
Q2 | $244K | Buy |
3,735
+461
| +14% | +$30.2K | 0.1% | 141 |
|
2024
Q1 | $229K | Buy |
3,274
+296
| +10% | +$20.7K | 0.09% | 142 |
|
2023
Q4 | $216K | Sell |
2,978
-32
| -1% | -$2.32K | 0.1% | 126 |
|
2023
Q3 | $209K | Buy |
+3,010
| New | +$209K | 0.11% | 122 |
|