Regent Peak Wealth 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
Q1 | $236K | Buy |
3,474
+62
| +2% | +$4.21K | 0.06% | 148 |
|
|
2024
Q4 | $204K | Sell |
3,412
-294
| -8% | -$17.6K | 0.05% | 168 |
|
|
2024
Q3 | $273K | Buy |
3,706
+22
| +0.6% | +$1.62K | 0.06% | 127 |
|
|
2024
Q2 | $241K | Buy |
3,684
+13
| +0.4% | +$851 | 0.06% | 141 |
|
|
2024
Q1 | $257K | Buy |
3,671
+59
| +2% | +$4.13K | 0.07% | 133 |
|
|
2023
Q4 | $262K | Sell |
3,612
-9
| -0.2% | -$652 | 0.07% | 124 |
|
|
2023
Q3 | $251K | Sell |
3,621
-48
| -1% | -$3.33K | 0.08% | 125 |
|
|
2023
Q2 | $268K | Sell |
3,669
-37
| -1% | -$2.7K | 0.08% | 115 |
|
|
2023
Q1 | $258K | Buy |
3,706
+28
| +0.8% | +$1.95K | 0.08% | 121 |
|
|
2022
Q4 | $246K | Buy |
3,678
+3
| +0.1% | +$201 | 0.08% | 131 |
|
|
2022
Q3 | $201K | Sell |
3,675
-27
| -0.7% | -$1.48K | 0.07% | 146 |
|
|
2022
Q2 | $229K | Buy |
3,702
+156
| +4% | +$9.65K | 0.07% | 137 |
|
|
2022
Q1 | $223K | Buy |
3,546
+11
| +0.3% | +$692 | 0.06% | 148 |
|
|
2021
Q4 | $234K | Buy |
3,535
+99
| +3% | +$6.55K | 0.06% | 153 |
|
|
2021
Q3 | $200K | Buy |
3,436
+46
| +1% | +$2.68K | 0.06% | 166 |
|
|
2021
Q2 | $214K | Buy |
+3,390
| New | +$214K | 0.06% | 158 |
|
|
2021
Q1 | – | Sell |
-3,218
| Closed | -$188K | – | 636 |
|
|
2020
Q4 | $188K | Buy |
+3,218
| New | +$188K | 0.06% | 145 |
|