LWA
Lineweaver Wealth Advisors’s Mondelez International MDLZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.31M | Buy |
34,218
+1,935
| +6% | +$130K | 0.36% | 53 |
|
|
2025
Q1 | $2.19M | Buy |
32,283
+2,479
| +8% | +$168K | 0.37% | 51 |
|
|
2024
Q4 | $1.78M | Buy |
29,804
+3,886
| +15% | +$232K | 0.33% | 61 |
|
|
2024
Q3 | $1.91M | Buy |
25,918
+1,020
| +4% | +$75.2K | 0.36% | 52 |
|
|
2024
Q2 | $1.63M | Buy |
24,898
+1,596
| +7% | +$104K | 0.34% | 58 |
|
|
2024
Q1 | $1.63M | Sell |
23,302
-962
| -4% | -$67.3K | 0.39% | 55 |
|
|
2023
Q4 | $1.76M | Sell |
24,264
-5,609
| -19% | -$406K | 0.46% | 46 |
|
|
2023
Q3 | $2.07M | Sell |
29,873
-2,461
| -8% | -$171K | 0.6% | 32 |
|
|
2023
Q2 | $2.36M | Sell |
32,334
-1,105
| -3% | -$80.6K | 0.67% | 31 |
|
|
2023
Q1 | $2.33M | Buy |
33,439
+723
| +2% | +$50.4K | 0.72% | 28 |
|
|
2022
Q4 | $2.18M | Buy |
32,716
+152
| +0.5% | +$10.1K | 0.66% | 32 |
|
|
2022
Q3 | $1.79M | Buy |
32,564
+5,272
| +19% | +$289K | 0.58% | 40 |
|
|
2022
Q2 | $1.69M | Buy |
27,292
+3,284
| +14% | +$204K | 0.56% | 36 |
|
|
2022
Q1 | $1.51M | Buy |
24,008
+3,114
| +15% | +$195K | 0.43% | 45 |
|
|
2021
Q4 | $1.39M | Buy |
20,894
+11,418
| +120% | +$757K | 0.4% | 46 |
|
|
2021
Q3 | $551K | Buy |
9,476
+4,787
| +102% | +$278K | 0.17% | 76 |
|
|
2021
Q2 | $292K | Buy |
4,689
+230
| +5% | +$14.3K | 0.1% | 102 |
|
|
2021
Q1 | $261K | Buy |
4,459
+723
| +19% | +$42.3K | 0.09% | 97 |
|
|
2020
Q4 | $218K | Buy |
+3,736
| New | +$218K | 0.09% | 92 |
|