RMR Wealth Builders’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 | $343K | Buy |
5,079
+176
| +4% | +$11.9K | 0.03% | 207 |
|
|
2025
Q1 | $333K | Buy |
4,903
+1,030
| +27% | +$69.9K | 0.04% | 190 |
|
|
2024
Q4 | $231K | Buy |
3,873
+1
| +0% | +$60 | 0.02% | 236 |
|
|
2024
Q3 | $285K | Sell |
3,872
-582
| -13% | -$42.9K | 0.03% | 214 |
|
|
2024
Q2 | $291K | Sell |
4,454
-198
| -4% | -$13K | 0.03% | 206 |
|
|
2024
Q1 | $326K | Buy |
4,652
+170
| +4% | +$11.9K | 0.04% | 203 |
|
|
2023
Q4 | $325K | Sell |
4,482
-1,167
| -21% | -$84.5K | 0.05% | 186 |
|
|
2023
Q3 | $392K | Buy |
5,649
+1,676
| +42% | +$116K | 0.06% | 158 |
|
|
2023
Q2 | $290K | Sell |
3,973
-558
| -12% | -$40.7K | 0.05% | 168 |
|
|
2023
Q1 | $316K | Hold |
4,531
| – | – | 0.06% | 163 |
|
|
2022
Q4 | $302K | Buy |
4,531
+359
| +9% | +$23.9K | 0.07% | 137 |
|
|
2022
Q3 | $230K | Buy |
4,172
+561
| +16% | +$30.9K | 0.06% | 165 |
|
|
2022
Q2 | $225K | Buy |
+3,611
| New | +$225K | 0.06% | 171 |
|
|
2021
Q4 | – | Sell |
-4,388
| Closed | -$255K | – | 172 |
|
|
2021
Q3 | $255K | Sell |
4,388
-674
| -13% | -$39.2K | 0.07% | 158 |
|
|
2021
Q2 | $318K | Sell |
5,062
-2,085
| -29% | -$131K | 0.1% | 132 |
|
|
2021
Q1 | $418K | Buy |
7,147
+2,599
| +57% | +$152K | 0.11% | 111 |
|
|
2020
Q4 | $266K | Sell |
4,548
-3,716
| -45% | -$217K | 0.13% | 121 |
|
|
2020
Q3 | $475K | Buy |
8,264
+2,935
| +55% | +$169K | 0.12% | 122 |
|
|
2020
Q2 | $272K | Buy |
+5,329
| New | +$272K | 0.24% | 92 |
|
|
2019
Q4 | $281K | Buy |
+5,110
| New | +$281K | 0.27% | 80 |
|