Resurgent Financial 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 | – | Sell |
-18,268
| Closed | -$1.09M | – | 187 |
|
|
2024
Q4 | $1.09M | Sell |
18,268
-2,724
| -13% | -$163K | 0.64% | 38 |
|
|
2024
Q3 | $1.55M | Sell |
20,992
-429
| -2% | -$31.6K | 0.9% | 26 |
|
|
2024
Q2 | $1.4M | Sell |
21,421
-4,665
| -18% | -$305K | 0.87% | 28 |
|
|
2024
Q1 | $1.83M | Sell |
26,086
-576
| -2% | -$40.3K | 0.97% | 25 |
|
|
2023
Q4 | $1.93M | Buy |
26,662
+586
| +2% | +$42.4K | 1.19% | 15 |
|
|
2023
Q3 | $1.81M | Sell |
26,076
-349
| -1% | -$24.2K | 1.23% | 15 |
|
|
2023
Q2 | $1.93M | Sell |
26,425
-666
| -2% | -$48.6K | 1.27% | 15 |
|
|
2023
Q1 | $1.89M | Buy |
27,091
+1,117
| +4% | +$77.9K | 1.26% | 14 |
|
|
2022
Q4 | $1.73M | Buy |
25,974
+1,175
| +5% | +$78.3K | 0.91% | 19 |
|
|
2022
Q3 | $1.36M | Sell |
24,799
-289
| -1% | -$15.8K | 0.91% | 26 |
|
|
2022
Q2 | $1.56M | Buy |
25,088
+7,889
| +46% | +$490K | 1% | 19 |
|
|
2022
Q1 | $1.08M | Buy |
17,199
+1,563
| +10% | +$98.1K | 0.67% | 33 |
|
|
2021
Q4 | $1.04M | Buy |
+15,636
| New | +$1.04M | 0.83% | 32 |
|