Legacy Capital Wealth Partners’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 | $400K | Sell |
5,926
-369
| -6% | -$24.9K | 0.09% | 250 |
|
2025
Q1 | $427K | Sell |
6,295
-1,153
| -15% | -$78.2K | 0.11% | 217 |
|
2024
Q4 | $445K | Sell |
7,448
-1,784
| -19% | -$107K | 0.11% | 203 |
|
2024
Q3 | $680K | Sell |
9,232
-1,197
| -11% | -$88.2K | 0.14% | 144 |
|
2024
Q2 | $683K | Buy |
+10,429
| New | +$683K | 0.17% | 119 |
|
2024
Q1 | – | Sell |
-14,980
| Closed | -$1.09M | – | 249 |
|
2023
Q4 | $1.09M | Sell |
14,980
-351
| -2% | -$25.4K | 0.31% | 68 |
|
2023
Q3 | $1.06M | Buy |
+15,331
| New | +$1.06M | 0.29% | 71 |
|
2023
Q2 | – | Sell |
-14,712
| Closed | -$1.03M | – | 153 |
|
2023
Q1 | $1.03M | Buy |
+14,712
| New | +$1.03M | 0.28% | 77 |
|
2021
Q2 | – | Sell |
-9,392
| Closed | -$553K | – | 55 |
|
2021
Q1 | $553K | Buy |
9,392
+592
| +7% | +$34.9K | 0.23% | 44 |
|
2020
Q4 | $517K | Buy |
+8,800
| New | +$517K | 0.22% | 44 |
|