McClarren Financial Advisors’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 | – | Sell |
-203
| Closed | -$5K | – | 203 |
|
|
2025
Q1 | $5K | Sell |
203
-342
| -63% | -$8.42K | ﹤0.01% | 237 |
|
|
2024
Q4 | $32K | Buy |
+545
| New | +$32K | 0.09% | 105 |
|
|
2024
Q3 | – | Sell |
-130
| Closed | -$35K | – | 314 |
|
|
2024
Q2 | $35K | Sell |
130
-413
| -76% | -$111K | 0.02% | 168 |
|
|
2024
Q1 | $38K | Sell |
543
-672
| -55% | -$47K | 0.03% | 164 |
|
|
2023
Q4 | $88K | Buy |
1,215
+4
| +0.3% | +$290 | 0.07% | 120 |
|
|
2023
Q3 | $84K | Buy |
1,211
+3
| +0.2% | +$208 | 0.07% | 115 |
|
|
2023
Q2 | $88K | Sell |
1,208
-397
| -25% | -$28.9K | 0.07% | 114 |
|
|
2023
Q1 | $111K | Buy |
1,605
+3
| +0.2% | +$207 | 0.1% | 94 |
|
|
2022
Q4 | $106K | Buy |
1,602
+127
| +9% | +$8.4K | 0.1% | 100 |
|
|
2022
Q3 | $80K | Buy |
+1,475
| New | +$80K | 0.08% | 100 |
|
|
2022
Q2 | – | Sell |
-1,075
| Closed | -$67K | – | 167 |
|
|
2022
Q1 | $67K | Sell |
1,075
-1
| -0.1% | -$62 | 0.05% | 107 |
|
|
2021
Q4 | $72K | Buy |
1,076
+1
| +0.1% | +$67 | 0.05% | 113 |
|
|
2021
Q3 | $62K | Hold |
1,075
| – | – | 0.05% | 104 |
|
|
2021
Q2 | $67K | Sell |
1,075
-1
| -0.1% | -$62 | 0.05% | 101 |
|
|
2021
Q1 | $63K | Buy |
1,076
+1
| +0.1% | +$59 | 0.06% | 98 |
|
|
2020
Q4 | $62K | Buy |
+1,075
| New | +$62K | 0.06% | 91 |
|