PBMares Wealth Management’s Mondelez International MDLZ Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$709K	Sell	11,356 -483	-4%	-$31.2K	0.12%	90
2025 Q2	$798K	Sell	11,839 -20	-0.2%	-$1.33K	0.15%	81
2025 Q1	$805K	Buy	11,859 +5,492	+86%	+$338K	0.16%	79
2024 Q4	$380K	Sell	6,367 -368	-5%	-$24.3K	0.08%	132
2024 Q3	$496K	Sell	6,735 -398	-6%	-$28K	0.1%	109
2024 Q2	$467K	Sell	7,133 -1,376	-16%	-$94.4K	0.11%	107
2024 Q1	$596K	Sell	8,509 -833	-9%	-$60.8K	0.16%	92
2023 Q4	$677K	Sell	9,342 -1,024	-10%	-$70.2K	0.2%	76
2023 Q3	$719K	Buy	10,366 +128	+1%	+$9.22K	0.26%	71
2023 Q2	$747K	Hold	10,238	–	–	0.27%	70
2023 Q1	$714K	Buy	10,238 +793	+8%	+$52.5K	0.27%	74
2022 Q4	$629K	Buy	9,445 +132	+1%	+$8.35K	0.25%	70
2022 Q3	$511K	Sell	9,313 -5	-0.1%	-$311	0.22%	86
2022 Q2	$579K	Sell	9,318 -2,196	-19%	-$139K	0.25%	77
2022 Q1	$723K	Sell	11,514 -1,059	-8%	-$68.9K	0.45%	60
2021 Q4	$834K	Sell	12,573 -78	-0.6%	-$4.81K	0.35%	59
2021 Q3	$736K	Sell	12,651 -516	-4%	-$32.1K	0.35%	65
2021 Q2	$822K	Sell	13,167 -934	-7%	-$57.5K	0.45%	60
2021 Q1	$825K	Buy	14,101 +5,282	+60%	+$298K	0.67%	51
2020 Q4	$516K	Buy	8,819 +5,188	+143%	+$297K	0.59%	65
2020 Q3	$209K	Buy	+3,631	New	+$202K	0.31%	100