Pathway 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 |
-4,042
| Closed | -$274K | – | 157 |
|
2025
Q1 | $274K | Hold |
4,042
| – | – | 0.05% | 138 |
|
2024
Q4 | $241K | Sell |
4,042
-38
| -0.9% | -$2.27K | 0.06% | 143 |
|
2024
Q3 | $301K | Buy |
4,080
+38
| +0.9% | +$2.8K | 0.08% | 123 |
|
2024
Q2 | $265K | Hold |
4,042
| – | – | 0.07% | 132 |
|
2024
Q1 | $283K | Hold |
4,042
| – | – | 0.08% | 128 |
|
2023
Q4 | $293K | Sell |
4,042
-83
| -2% | -$6.01K | 0.08% | 116 |
|
2023
Q3 | $286K | Buy |
4,125
+83
| +2% | +$5.76K | 0.1% | 108 |
|
2023
Q2 | $295K | Hold |
4,042
| – | – | 0.1% | 102 |
|
2023
Q1 | $282K | Hold |
4,042
| – | – | 0.1% | 99 |
|
2022
Q4 | $269K | Hold |
4,042
| – | – | 0.08% | 100 |
|
2022
Q3 | $222K | Hold |
4,042
| – | – | 0.08% | 117 |
|
2022
Q2 | $251K | Hold |
4,042
| – | – | 0.1% | 115 |
|
2022
Q1 | $254K | Hold |
4,042
| – | – | 0.1% | 118 |
|
2021
Q4 | $271K | Buy |
+4,042
| New | +$271K | 0.1% | 110 |
|
2021
Q1 | $255K | Hold |
4,042
| – | – | 0.1% | 103 |
|
2020
Q4 | $215K | Sell |
4,042
-525
| -11% | -$27.9K | 0.09% | 104 |
|
2020
Q3 | $264K | Hold |
4,567
| – | – | 0.1% | 84 |
|
2020
Q2 | $234K | Sell |
4,567
-600
| -12% | -$30.7K | 0.07% | 86 |
|
2020
Q1 | $262K | Hold |
5,167
| – | – | 0.09% | 69 |
|
2019
Q4 | $287K | Buy |
5,167
+1,200
| +30% | +$66.7K | 0.08% | 88 |
|
2019
Q3 | $205K | Hold |
3,967
| – | – | 0.06% | 104 |
|
2019
Q2 | $214K | Buy |
+3,967
| New | +$214K | 0.06% | 94 |
|
2018
Q3 | – | Sell |
-3,442
| Closed | -$141K | – | 253 |
|
2018
Q2 | $141K | Hold |
3,442
| – | – | 0.08% | 121 |
|
2018
Q1 | $144K | Hold |
3,442
| – | – | 0.08% | 118 |
|
2017
Q4 | $147K | Buy |
+3,442
| New | +$147K | 0.08% | 114 |
|