Monterey Private Wealth’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 | $235K | Sell |
3,466
-126
| -4% | -$8.55K | 0.07% | 114 |
|
|
2024
Q4 | $215K | Buy |
3,592
+269
| +8% | +$16.1K | 0.07% | 124 |
|
|
2024
Q3 | $245K | Sell |
3,323
-779
| -19% | -$57.4K | 0.08% | 109 |
|
|
2024
Q2 | $268K | Buy |
4,102
+355
| +9% | +$23.2K | 0.1% | 95 |
|
|
2024
Q1 | $262K | Buy |
3,747
+22
| +0.6% | +$1.54K | 0.11% | 90 |
|
|
2023
Q4 | $270K | Buy |
3,725
+5
| +0.1% | +$362 | 0.12% | 84 |
|
|
2023
Q3 | $258K | Buy |
3,720
+4
| +0.1% | +$278 | 0.13% | 83 |
|
|
2023
Q2 | $271K | Buy |
3,716
+5
| +0.1% | +$365 | 0.13% | 80 |
|
|
2023
Q1 | $259K | Buy |
3,711
+48
| +1% | +$3.35K | 0.13% | 86 |
|
|
2022
Q4 | $244K | Buy |
3,663
+57
| +2% | +$3.8K | 0.13% | 89 |
|
|
2022
Q3 | $204K | Buy |
3,606
+69
| +2% | +$3.9K | 0.12% | 93 |
|
|
2022
Q2 | $220K | Sell |
3,537
-647
| -15% | -$40.2K | 0.13% | 90 |
|
|
2022
Q1 | $263K | Buy |
+4,184
| New | +$263K | 0.13% | 95 |
|