Kingswood Wealth Advisors’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 | $407K | Sell |
6,040
-393
| -6% | -$26.5K | 0.03% | 478 |
|
|
2025
Q1 | $436K | Sell |
6,433
-322
| -5% | -$21.8K | 0.04% | 431 |
|
|
2024
Q4 | $404K | Sell |
6,755
-13,555
| -67% | -$810K | 0.03% | 510 |
|
|
2024
Q3 | $1.5M | Buy |
20,310
+1,150
| +6% | +$84.7K | 0.11% | 220 |
|
|
2024
Q2 | $1.25M | Buy |
19,160
+1,368
| +8% | +$89.5K | 0.11% | 192 |
|
|
2024
Q1 | $1.25M | Sell |
17,792
-273
| -2% | -$19.1K | 0.14% | 163 |
|
|
2023
Q4 | $1.31M | Buy |
+18,065
| New | +$1.31M | 0.15% | 157 |
|