PBMares Wealth Management’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 | $798K | Sell |
11,839
-20
| -0.2% | -$1.35K | 0.15% | 81 |
|
|
2025
Q1 | $805K | Buy |
11,859
+5,492
| +86% | +$373K | 0.16% | 79 |
|
|
2024
Q4 | $380K | Sell |
6,367
-368
| -5% | -$22K | 0.08% | 132 |
|
|
2024
Q3 | $496K | Sell |
6,735
-398
| -6% | -$29.3K | 0.1% | 109 |
|
|
2024
Q2 | $467K | Sell |
7,133
-1,376
| -16% | -$90K | 0.11% | 107 |
|
|
2024
Q1 | $596K | Sell |
8,509
-833
| -9% | -$58.3K | 0.16% | 92 |
|
|
2023
Q4 | $677K | Sell |
9,342
-1,024
| -10% | -$74.2K | 0.2% | 76 |
|
|
2023
Q3 | $719K | Buy |
10,366
+128
| +1% | +$8.88K | 0.26% | 71 |
|
|
2023
Q2 | $747K | Hold |
10,238
| – | – | 0.27% | 70 |
|
|
2023
Q1 | $714K | Buy |
10,238
+793
| +8% | +$55.3K | 0.27% | 74 |
|
|
2022
Q4 | $629K | Buy |
9,445
+132
| +1% | +$8.8K | 0.25% | 70 |
|
|
2022
Q3 | $511K | Sell |
9,313
-5
| -0.1% | -$274 | 0.22% | 86 |
|
|
2022
Q2 | $579K | Sell |
9,318
-2,196
| -19% | -$136K | 0.25% | 77 |
|
|
2022
Q1 | $723K | Sell |
11,514
-1,059
| -8% | -$66.5K | 0.45% | 60 |
|
|
2021
Q4 | $834K | Sell |
12,573
-78
| -0.6% | -$5.17K | 0.35% | 58 |
|
|
2021
Q3 | $736K | Sell |
12,651
-516
| -4% | -$30K | 0.35% | 65 |
|
|
2021
Q2 | $822K | Sell |
13,167
-934
| -7% | -$58.3K | 0.45% | 60 |
|
|
2021
Q1 | $825K | Buy |
14,101
+5,282
| +60% | +$309K | 0.67% | 51 |
|
|
2020
Q4 | $516K | Buy |
8,819
+5,188
| +143% | +$304K | 0.59% | 65 |
|
|
2020
Q3 | $209K | Buy |
+3,631
| New | +$209K | 0.31% | 100 |
|