River 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
Q2 | $1.83M | Sell |
27,151
-815
| -3% | -$55K | 0.23% | 86 |
|
|
2025
Q1 | $1.9M | Buy |
27,966
+200
| +0.7% | +$13.6K | 0.26% | 77 |
|
|
2024
Q4 | $1.66M | Buy |
27,766
+4,371
| +19% | +$261K | 0.22% | 91 |
|
|
2024
Q3 | $1.72M | Buy |
23,395
+6,225
| +36% | +$459K | 0.23% | 92 |
|
|
2024
Q2 | $1.12M | Buy |
17,170
+11,247
| +190% | +$736K | 0.16% | 103 |
|
|
2024
Q1 | $415K | Buy |
+5,923
| New | +$415K | 0.06% | 147 |
|
|
2019
Q1 | – | Sell |
-1,241
| Closed | -$50K | – | 356 |
|
|
2018
Q4 | $50K | Sell |
1,241
-300
| -19% | -$12.1K | 0.02% | 244 |
|
|
2018
Q3 | $66K | Sell |
1,541
-3,171
| -67% | -$136K | 0.02% | 251 |
|
|
2018
Q2 | $193K | Buy |
+4,712
| New | +$193K | 0.08% | 162 |
|
|
2018
Q1 | – | Sell |
-5,793
| Closed | -$248K | – | 166 |
|
|
2017
Q4 | $248K | Sell |
5,793
-1,650
| -22% | -$70.6K | 0.1% | 149 |
|
|
2017
Q3 | $303K | Sell |
7,443
-600
| -7% | -$24.4K | 0.14% | 133 |
|
|
2017
Q2 | $347K | Hold |
8,043
| – | – | 0.16% | 131 |
|
|
2017
Q1 | $346K | Hold |
8,043
| – | – | 0.17% | 128 |
|
|
2016
Q4 | $357K | Buy |
8,043
+377
| +5% | +$16.7K | 0.18% | 126 |
|
|
2016
Q3 | $337K | Buy |
7,666
+252
| +3% | +$11.1K | 0.19% | 125 |
|
|
2016
Q2 | $337K | Buy |
7,414
+252
| +4% | +$11.5K | 0.19% | 126 |
|
|
2016
Q1 | $287K | Buy |
7,162
+2
| +0% | +$80 | 0.17% | 133 |
|
|
2015
Q4 | $321K | Sell |
7,160
-482
| -6% | -$21.6K | 0.2% | 124 |
|
|
2015
Q3 | $320K | Buy |
7,642
+152
| +2% | +$6.37K | 0.22% | 113 |
|
|
2015
Q2 | $308K | Buy |
7,490
+82
| +1% | +$3.37K | 0.2% | 117 |
|
|
2015
Q1 | $267K | Buy |
+7,408
| New | +$267K | 0.17% | 128 |
|