LWAM
Legacy Wealth Asset Management’s Mondelez International MDLZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $650K | Sell |
9,632
-49
| -0.5% | -$3.31K | 0.17% | 194 |
|
|
2025
Q1 | $657K | Sell |
9,681
-9
| -0.1% | -$611 | 0.18% | 180 |
|
|
2024
Q4 | $579K | Sell |
9,690
-39
| -0.4% | -$2.33K | 0.16% | 211 |
|
|
2024
Q3 | $717K | Sell |
9,729
-14
| -0.1% | -$1.03K | 0.19% | 160 |
|
|
2024
Q2 | $638K | Buy |
9,743
+126
| +1% | +$8.25K | 0.18% | 174 |
|
|
2024
Q1 | $673K | Buy |
9,617
+91
| +1% | +$6.37K | 0.19% | 160 |
|
|
2023
Q4 | $690K | Sell |
9,526
-7
| -0.1% | -$507 | 0.23% | 145 |
|
|
2023
Q3 | $662K | Buy |
9,533
+58
| +0.6% | +$4.03K | 0.24% | 129 |
|
|
2023
Q2 | $691K | Sell |
9,475
-4,384
| -32% | -$320K | 0.24% | 132 |
|
|
2023
Q1 | $966K | Sell |
13,859
-74
| -0.5% | -$5.16K | 0.35% | 80 |
|
|
2022
Q4 | $929K | Buy |
13,933
+167
| +1% | +$11.1K | 0.35% | 84 |
|
|
2022
Q3 | $755K | Sell |
13,766
-1,157
| -8% | -$63.5K | 0.33% | 99 |
|
|
2022
Q2 | $927K | Buy |
14,923
+131
| +0.9% | +$8.14K | 0.38% | 87 |
|
|
2022
Q1 | $929K | Buy |
14,792
+328
| +2% | +$20.6K | 0.33% | 118 |
|
|
2021
Q4 | $959K | Buy |
14,464
+786
| +6% | +$52.1K | 0.32% | 117 |
|
|
2021
Q3 | $796K | Buy |
13,678
+146
| +1% | +$8.5K | 0.36% | 108 |
|
|
2021
Q2 | $845K | Sell |
13,532
-69
| -0.5% | -$4.31K | 0.38% | 102 |
|
|
2021
Q1 | $796K | Buy |
13,601
+314
| +2% | +$18.4K | 0.37% | 100 |
|
|
2020
Q4 | $777K | Buy |
+13,287
| New | +$777K | 0.39% | 88 |
|