Lakeshore Financial Planning’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 | $310K | Buy |
4,595
+2
| +0% | +$135 | 0.12% | 50 |
|
|
2025
Q1 | $312K | Sell |
4,593
-1,444
| -24% | -$98K | 0.13% | 48 |
|
|
2024
Q4 | $361K | Sell |
6,037
-32
| -0.5% | -$1.91K | 0.15% | 43 |
|
|
2024
Q3 | $447K | Hold |
6,069
| – | – | 0.2% | 36 |
|
|
2024
Q2 | $397K | Buy |
6,069
+1
| +0% | +$65 | 0.19% | 36 |
|
|
2024
Q1 | $425K | Sell |
6,068
-133
| -2% | -$9.31K | 0.22% | 35 |
|
|
2023
Q4 | $449K | Sell |
6,201
-66
| -1% | -$4.78K | 0.25% | 29 |
|
|
2023
Q3 | $435K | Buy |
+6,267
| New | +$435K | 0.25% | 33 |
|