Sage Private Wealth Group’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 | $349K | Buy |
5,169
+248
| +5% | +$16.7K | 0.22% | 68 |
|
|
2025
Q1 | $334K | Buy |
4,921
+175
| +4% | +$11.9K | 0.25% | 61 |
|
|
2024
Q4 | $284K | Sell |
4,746
-128
| -3% | -$7.65K | 0.21% | 71 |
|
|
2024
Q3 | $359K | Sell |
4,874
-56
| -1% | -$4.13K | 0.28% | 59 |
|
|
2024
Q2 | $323K | Sell |
4,930
-919
| -16% | -$60.1K | 0.27% | 63 |
|
|
2024
Q1 | $409K | Sell |
5,849
-262
| -4% | -$18.3K | 0.33% | 43 |
|
|
2023
Q4 | $443K | Buy |
6,111
+860
| +16% | +$62.3K | 0.39% | 31 |
|
|
2023
Q3 | $364K | Buy |
5,251
+88
| +2% | +$6.11K | 0.5% | 28 |
|
|
2023
Q2 | $377K | Sell |
5,163
-194
| -4% | -$14.2K | 0.51% | 23 |
|
|
2023
Q1 | $374K | Sell |
5,357
-299
| -5% | -$20.9K | 0.43% | 21 |
|
|
2022
Q4 | $377K | Buy |
5,656
+17
| +0.3% | +$1.13K | 0.45% | 22 |
|
|
2022
Q3 | $309K | Sell |
5,639
-19
| -0.3% | -$1.04K | 0.41% | 28 |
|
|
2022
Q2 | $351K | Sell |
5,658
-384
| -6% | -$23.8K | 0.5% | 24 |
|
|
2022
Q1 | $379K | Buy |
6,042
+59
| +1% | +$3.7K | 0.37% | 27 |
|
|
2021
Q4 | $396K | Buy |
5,983
+253
| +4% | +$16.7K | 0.49% | 24 |
|
|
2021
Q3 | $333K | Sell |
5,730
-111
| -2% | -$6.45K | 0.46% | 24 |
|
|
2021
Q2 | $365K | Buy |
5,841
+19
| +0.3% | +$1.19K | 0.49% | 23 |
|
|
2021
Q1 | $341K | Sell |
5,822
-122
| -2% | -$7.15K | 0.59% | 22 |
|
|
2020
Q4 | $348K | Buy |
+5,944
| New | +$348K | 0.97% | 20 |
|