Phillips Wealth Planners’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 | $705K | Buy |
10,345
+2,295
| +29% | +$156K | 0.64% | 47 |
|
|
2025
Q1 | $540K | Buy |
8,050
+4,388
| +120% | +$294K | 0.57% | 57 |
|
|
2024
Q4 | $206K | Sell |
3,662
-2,415
| -40% | -$136K | 0.21% | 170 |
|
|
2024
Q3 | $437K | Buy |
6,077
+1,336
| +28% | +$96.1K | 0.42% | 75 |
|
|
2024
Q2 | $313K | Sell |
4,741
-1,616
| -25% | -$107K | 0.33% | 112 |
|
|
2024
Q1 | $419K | Sell |
6,357
-288
| -4% | -$19K | 0.48% | 75 |
|
|
2023
Q4 | $484K | Buy |
6,645
+1,414
| +27% | +$103K | 0.58% | 53 |
|
|
2023
Q3 | $336K | Sell |
5,231
-145
| -3% | -$9.31K | 0.45% | 82 |
|
|
2023
Q2 | $392K | Sell |
5,376
-1,557
| -22% | -$114K | 0.51% | 74 |
|
|
2023
Q1 | $535K | Sell |
6,933
-1,371
| -17% | -$106K | 0.71% | 47 |
|
|
2022
Q4 | $550K | Buy |
+8,304
| New | +$550K | 0.96% | 36 |
|