SageView Advisory 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 | $1M | Buy |
14,420
+8,772
| +155% | +$610K | 0.04% | 242 |
|
|
2025
Q1 | $383K | Buy |
5,648
+297
| +6% | +$20.2K | 0.02% | 402 |
|
|
2024
Q4 | $320K | Buy |
5,351
+1,267
| +31% | +$75.7K | 0.01% | 444 |
|
|
2024
Q3 | $301K | Sell |
4,084
-6,598
| -62% | -$486K | 0.02% | 395 |
|
|
2024
Q2 | $699K | Sell |
10,682
-706
| -6% | -$46.2K | 0.03% | 278 |
|
|
2024
Q1 | $21.1K | Sell |
11,388
-500
| -4% | -$925 | ﹤0.01% | 520 |
|
|
2023
Q4 | $907K | Buy |
+11,888
| New | +$907K | 0.04% | 276 |
|