Planning Alternatives’s Mondelez International MDLZ Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$916K	Buy	13,584 +727	+6%	+$49K	0.13%	35
2025 Q1	$872K	Hold	12,857	–	–	0.13%	33
2024 Q4	$768K	Hold	12,857	–	–	0.12%	30
2024 Q3	$947K	Hold	12,857	–	–	0.14%	30
2024 Q2	$841K	Hold	12,857	–	–	0.14%	28
2024 Q1	$900K	Hold	12,857	–	–	0.15%	26
2023 Q4	$931K	Sell	12,857 -4,915	-28%	-$356K	0.16%	26
2023 Q3	$1.23M	Hold	17,772	–	–	0.24%	22
2023 Q2	$1.3M	Hold	17,772	–	–	0.24%	21
2023 Q1	$1.24M	Hold	17,772	–	–	0.24%	21
2022 Q4	$1.18M	Sell	17,772 -1,505	-8%	-$100K	0.22%	22
2022 Q3	$1.06M	Hold	19,277	–	–	0.22%	19
2022 Q2	$1.2M	Hold	19,277	–	–	0.23%	21
2022 Q1	$1.21M	Hold	19,277	–	–	0.19%	23
2021 Q4	$1.28M	Hold	19,277	–	–	0.2%	23
2021 Q3	$1.12M	Hold	19,277	–	–	0.18%	23
2021 Q2	$1.2M	Hold	19,277	–	–	0.2%	23
2021 Q1	$1.13M	Hold	19,277	–	–	0.19%	27
2020 Q4	$1.13M	Hold	19,277	–	–	0.2%	27
2020 Q3	$1.11M	Hold	19,277	–	–	0.21%	27
2020 Q2	$986K	Hold	19,277	–	–	0.2%	27
2020 Q1	$965K	Sell	19,277 -2,000	-9%	-$100K	0.22%	28
2019 Q4	$1.17M	Sell	21,277 -945	-4%	-$52.1K	0.2%	29
2019 Q3	$1.23M	Hold	22,222	–	–	0.22%	28
2019 Q2	$1.2M	Sell	22,222 -4,300	-16%	-$232K	0.22%	28
2019 Q1	$1.32M	Buy	+26,522	New	+$1.32M	0.24%	29