MPS Loria Financial Planners’s Mondelez International MDLZ Stock Holding History

MPS Loria Financial Planners’s Portfolio MDLZ Stock Details MDLZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$359K	Sell	5,320 -242	-4%	-$16.3K	0.11%	60
2025 Q1	$378K	Sell	5,562 -152	-3%	-$10.3K	0.11%	53
2024 Q4	$342K	Sell	5,714 -189	-3%	-$11.3K	0.1%	58
2024 Q3	$435K	Sell	5,903 -126	-2%	-$9.29K	0.13%	47
2024 Q2	$395K	Sell	6,029 -326	-5%	-$21.3K	0.13%	49
2024 Q1	$445K	Buy	6,355 +25	+0.4%	+$1.75K	0.15%	43
2023 Q4	$459K	Buy	6,330 +29	+0.5%	+$2.1K	0.16%	40
2023 Q3	$438K	Buy	6,301 +23	+0.4%	+$1.6K	0.17%	41
2023 Q2	$458K	Buy	6,278 +1	+0%	+$73	0.17%	42
2023 Q1	$438K	Buy	6,277 +24	+0.4%	+$1.67K	0.18%	40
2022 Q4	$417K	Sell	6,253 -92	-1%	-$6.13K	0.19%	41
2022 Q3	$348K	Hold	6,345	–	–	0.14%	49
2022 Q2	$393K	Buy	6,345 +22	+0.3%	+$1.36K	0.18%	45
2022 Q1	$397K	Buy	6,323 +21	+0.3%	+$1.32K	0.17%	50
2021 Q4	$417K	Buy	6,302 +24	+0.4%	+$1.59K	0.17%	46
2021 Q3	$365K	Buy	6,278 +20	+0.3%	+$1.16K	0.17%	46
2021 Q2	$391K	Sell	6,258 -1,332	-18%	-$83.2K	0.18%	43
2021 Q1	$444K	Sell	7,590 -360	-5%	-$21.1K	0.21%	41
2020 Q4	$460K	Buy	7,950 +743	+10%	+$43K	0.21%	40
2020 Q3	$414K	Buy	7,207 +27	+0.4%	+$1.55K	0.21%	38
2020 Q2	$367K	Sell	7,180 -1,498	-17%	-$76.6K	0.2%	37
2020 Q1	$434K	Sell	8,678 -86	-1%	-$4.3K	0.33%	27
2019 Q4	$482K	Buy	8,764 +34	+0.4%	+$1.87K	0.28%	32
2019 Q3	$482K	Buy	8,730 +31	+0.4%	+$1.71K	0.31%	30
2019 Q2	$468K	Buy	8,699 +34	+0.4%	+$1.83K	0.3%	32
2019 Q1	$433K	Buy	8,665 +42	+0.5%	+$2.1K	0.29%	33
2018 Q4	$345K	Sell	8,623 -128	-1%	-$5.12K	0.25%	43
2018 Q3	$376K	Sell	8,751 -205	-2%	-$8.81K	0.24%	40
2018 Q2	$367K	Buy	8,956 +37	+0.4%	+$1.52K	0.37%	38
2018 Q1	$372K	Sell	8,919 -93	-1%	-$3.88K	0.26%	43
2017 Q4	$386K	Buy	9,012 +38	+0.4%	+$1.63K	0.26%	43
2017 Q3	$365K	Hold	8,974	–	–	0.26%	44
2017 Q2	$394K	Buy	+8,974	New	+$394K	0.26%	44