MWM
Mattern Wealth Management’s Mondelez International MDLZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $245K | Hold |
3,627
| – | – | 0.05% | 141 |
|
|
2025
Q1 | $246K | Hold |
3,627
| – | – | 0.05% | 146 |
|
|
2024
Q4 | $217K | Hold |
3,627
| – | – | 0.05% | 158 |
|
|
2024
Q3 | $267K | Hold |
3,627
| – | – | 0.06% | 153 |
|
|
2024
Q2 | $237K | Sell |
3,627
-499
| -12% | -$32.7K | 0.06% | 160 |
|
|
2024
Q1 | $289K | Hold |
4,126
| – | – | 0.07% | 143 |
|
|
2023
Q4 | $299K | Hold |
4,126
| – | – | 0.08% | 139 |
|
|
2023
Q3 | $286K | Hold |
4,126
| – | – | 0.08% | 137 |
|
|
2023
Q2 | $301K | Hold |
4,126
| – | – | 0.09% | 135 |
|
|
2023
Q1 | $288K | Sell |
4,126
-775
| -16% | -$54K | 0.1% | 144 |
|
|
2022
Q4 | $327K | Buy |
4,901
+14
| +0.3% | +$933 | 0.13% | 125 |
|
|
2022
Q3 | $268K | Hold |
4,887
| – | – | 0.11% | 129 |
|
|
2022
Q2 | $303K | Hold |
4,887
| – | – | 0.12% | 119 |
|
|
2022
Q1 | $307K | Hold |
4,887
| – | – | 0.1% | 125 |
|
|
2021
Q4 | $324K | Buy |
4,887
+36
| +0.7% | +$2.39K | 0.1% | 133 |
|
|
2021
Q3 | $282K | Hold |
4,851
| – | – | 0.09% | 142 |
|
|
2021
Q2 | $312K | Hold |
4,851
| – | – | 0.1% | 138 |
|
|
2021
Q1 | $284K | Sell |
4,851
-207
| -4% | -$12.1K | 0.1% | 139 |
|
|
2020
Q4 | $296K | Hold |
5,058
| – | – | 0.11% | 133 |
|
|
2020
Q3 | $291K | Hold |
5,058
| – | – | 0.12% | 124 |
|
|
2020
Q2 | $259K | Hold |
5,058
| – | – | 0.13% | 119 |
|
|
2020
Q1 | $253K | Hold |
5,058
| – | – | 0.18% | 104 |
|
|
2019
Q4 | $279K | Buy |
+5,058
| New | +$279K | 0.17% | 115 |
|