Mascoma Wealth Management’s Mondelez International MDLZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-144
| Closed | -$8.6K | – | 520 |
|
|
2024
Q4 | $8.6K | Buy |
144
+90
| +167% | +$5.38K | ﹤0.01% | 363 |
|
|
2024
Q3 | $3.98K | Hold |
54
| – | – | ﹤0.01% | 405 |
|
|
2024
Q2 | $3.53K | Hold |
54
| – | – | ﹤0.01% | 436 |
|
|
2024
Q1 | $3.78K | Hold |
54
| – | – | ﹤0.01% | 403 |
|
|
2023
Q4 | $3.91K | Hold |
54
| – | – | ﹤0.01% | 413 |
|
|
2023
Q3 | $3.75K | Hold |
54
| – | – | ﹤0.01% | 422 |
|
|
2023
Q2 | $3.96K | Hold |
54
| – | – | ﹤0.01% | 409 |
|
|
2023
Q1 | $4.14K | Hold |
54
| – | – | ﹤0.01% | 494 |
|
|
2022
Q4 | $3.6K | Buy |
+54
| New | +$3.6K | ﹤0.01% | 524 |
|
|
2019
Q2 | – | Sell |
-707
| Closed | -$35K | – | 399 |
|
|
2019
Q1 | $35K | Hold |
707
| – | – | 0.02% | 175 |
|
|
2018
Q4 | $28K | Hold |
707
| – | – | 0.02% | 179 |
|
|
2018
Q3 | $30K | Hold |
707
| – | – | 0.02% | 199 |
|
|
2018
Q2 | $29K | Hold |
707
| – | – | 0.02% | 194 |
|
|
2018
Q1 | $30K | Hold |
707
| – | – | 0.02% | 189 |
|
|
2017
Q4 | $32K | Hold |
707
| – | – | 0.02% | 174 |
|
|
2017
Q3 | $29K | Hold |
707
| – | – | 0.02% | 191 |
|
|
2017
Q2 | $31K | Buy |
707
+459
| +185% | +$20.1K | 0.02% | 193 |
|
|
2017
Q1 | $11K | Hold |
248
| – | – | 0.01% | 256 |
|
|
2016
Q4 | $11K | Buy |
+248
| New | +$11K | 0.01% | 258 |
|