LRI Investments’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 | $539K | Buy |
7,997
+38
| +0.5% | +$2.56K | 0.05% | 170 |
|
|
2025
Q1 | $540K | Hold |
7,959
| – | – | 0.05% | 157 |
|
|
2024
Q4 | $475K | Hold |
7,959
| – | – | 0.05% | 144 |
|
|
2024
Q3 | $522K | Buy |
7,959
+25
| +0.3% | +$1.64K | 0.05% | 145 |
|
|
2024
Q2 | $519K | Buy |
7,934
+6,000
| +310% | +$393K | 0.06% | 106 |
|
|
2024
Q1 | $135K | Buy |
+1,934
| New | +$135K | 0.03% | 165 |
|