RSWM
Robertson Stephens Wealth Management’s Mondelez International MDLZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $617K | Sell |
9,082
-1,153
| -11% | -$78.3K | 0.02% | 333 |
|
|
2025
Q1 | $699K | Sell |
10,235
-170
| -2% | -$11.6K | 0.02% | 308 |
|
|
2024
Q4 | $626K | Sell |
10,405
-254
| -2% | -$15.3K | 0.02% | 323 |
|
|
2024
Q3 | $790K | Buy |
10,659
+652
| +7% | +$48.3K | 0.03% | 319 |
|
|
2024
Q2 | $659K | Buy |
10,007
+1,896
| +23% | +$125K | 0.03% | 285 |
|
|
2024
Q1 | $571K | Buy |
8,111
+1,556
| +24% | +$110K | 0.03% | 323 |
|
|
2023
Q4 | $478K | Buy |
6,555
+3,467
| +112% | +$253K | 0.03% | 315 |
|
|
2023
Q3 | $216K | Buy |
3,088
+100
| +3% | +$6.98K | 0.01% | 420 |
|
|
2023
Q2 | $219K | Sell |
2,988
-320
| -10% | -$23.5K | 0.02% | 399 |
|
|
2023
Q1 | $232K | Sell |
3,308
-449
| -12% | -$31.5K | 0.02% | 402 |
|
|
2022
Q4 | $252K | Sell |
3,757
-95
| -2% | -$6.37K | 0.02% | 360 |
|
|
2022
Q3 | $212K | Sell |
3,852
-2,446
| -39% | -$135K | 0.02% | 334 |
|
|
2022
Q2 | $393K | Sell |
6,298
-3,628
| -37% | -$226K | 0.04% | 263 |
|
|
2022
Q1 | $626K | Sell |
9,926
-1,400
| -12% | -$88.3K | 0.05% | 228 |
|
|
2021
Q4 | $754K | Buy |
+11,326
| New | +$754K | 0.06% | 210 |
|