SC&H Financial 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 | $441K | Hold |
6,541
| – | – | 0.08% | 94 |
|
2025
Q1 | $444K | Hold |
6,541
| – | – | 0.09% | 94 |
|
2024
Q4 | $391K | Hold |
6,541
| – | – | 0.08% | 100 |
|
2024
Q3 | $482K | Buy |
6,541
+3
| +0% | +$221 | 0.11% | 92 |
|
2024
Q2 | $428K | Buy |
6,538
+427
| +7% | +$27.9K | 0.1% | 93 |
|
2024
Q1 | $428K | Sell |
6,111
-6
| -0.1% | -$420 | 0.11% | 96 |
|
2023
Q4 | $443K | Sell |
6,117
-31
| -0.5% | -$2.25K | 0.13% | 94 |
|
2023
Q3 | $427K | Buy |
6,148
+37
| +0.6% | +$2.57K | 0.14% | 96 |
|
2023
Q2 | $446K | Sell |
6,111
-11
| -0.2% | -$802 | 0.15% | 96 |
|
2023
Q1 | $427K | Buy |
6,122
+34
| +0.6% | +$2.37K | 0.16% | 93 |
|
2022
Q4 | $406K | Sell |
6,088
-37
| -0.6% | -$2.47K | 0.17% | 92 |
|
2022
Q3 | $336K | Hold |
6,125
| – | – | 0.17% | 98 |
|
2022
Q2 | $380K | Buy |
6,125
+2,060
| +51% | +$128K | 0.18% | 97 |
|
2022
Q1 | $255K | Hold |
4,065
| – | – | 0.12% | 132 |
|
2021
Q4 | $270K | Buy |
+4,065
| New | +$270K | 0.15% | 127 |
|