Lakeridge 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 | $230K | Buy |
3,405
+185
| +6% | +$12.5K | 0.11% | 137 |
|
|
2025
Q1 | $219K | Buy |
+3,220
| New | +$219K | 0.11% | 145 |
|
|
2024
Q4 | – | Sell |
-3,216
| Closed | -$237K | – | 156 |
|
|
2024
Q3 | $237K | Sell |
3,216
-85
| -3% | -$6.26K | 0.13% | 133 |
|
|
2024
Q2 | $216K | Buy |
3,301
+168
| +5% | +$11K | 0.13% | 135 |
|
|
2024
Q1 | $219K | Buy |
3,133
+1
| +0% | +$70 | 0.14% | 124 |
|
|
2023
Q4 | $227K | Buy |
+3,132
| New | +$227K | 0.16% | 112 |
|