Ridgecrest Wealth Partners’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 | $298K | Hold |
4,417
| – | – | 0.16% | 80 |
|
|
2025
Q1 | $300K | Sell |
4,417
-1,591
| -26% | -$108K | 0.16% | 82 |
|
|
2024
Q4 | $359K | Sell |
6,008
-1,200
| -17% | -$71.7K | 0.19% | 69 |
|
|
2024
Q3 | $531K | Buy |
7,208
+650
| +10% | +$47.9K | 0.28% | 61 |
|
|
2024
Q2 | $429K | Buy |
6,558
+2,559
| +64% | +$167K | 0.26% | 65 |
|
|
2024
Q1 | $280K | Hold |
3,999
| – | – | 0.17% | 85 |
|
|
2023
Q4 | $290K | Hold |
3,999
| – | – | 0.19% | 77 |
|
|
2023
Q3 | $278K | Hold |
3,999
| – | – | 0.19% | 77 |
|
|
2023
Q2 | $292K | Hold |
3,999
| – | – | 0.19% | 76 |
|
|
2023
Q1 | $279K | Hold |
3,999
| – | – | 0.2% | 78 |
|
|
2022
Q4 | $267K | Hold |
3,999
| – | – | 0.2% | 76 |
|
|
2022
Q3 | $219K | Hold |
3,999
| – | – | 0.18% | 84 |
|
|
2022
Q2 | $248K | Hold |
3,999
| – | – | 0.18% | 86 |
|
|
2022
Q1 | $251K | Hold |
3,999
| – | – | 0.16% | 95 |
|
|
2021
Q4 | $265K | Hold |
3,999
| – | – | 0.13% | 106 |
|
|
2021
Q3 | $233K | Buy |
3,999
+800
| +25% | +$46.6K | 0.13% | 103 |
|
|
2021
Q2 | $200K | Buy |
+3,199
| New | +$200K | 0.12% | 104 |
|