Signature Wealth Management Partners’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 | $728K | Sell |
10,795
-200
| -2% | -$13.5K | 0.42% | 47 |
|
|
2025
Q1 | $746K | Hold |
10,995
| – | – | 0.49% | 40 |
|
|
2024
Q4 | $657K | Buy |
10,995
+1,252
| +13% | +$74.8K | 0.45% | 46 |
|
|
2024
Q3 | $718K | Sell |
9,743
-100
| -1% | -$7.37K | 0.52% | 45 |
|
|
2024
Q2 | $644K | Hold |
9,843
| – | – | 0.49% | 45 |
|
|
2024
Q1 | $689K | Sell |
9,843
-353
| -3% | -$24.7K | 0.56% | 41 |
|
|
2023
Q4 | $738K | Hold |
10,196
| – | – | 0.65% | 37 |
|
|
2023
Q3 | $708K | Buy |
10,196
+210
| +2% | +$14.6K | 0.69% | 34 |
|
|
2023
Q2 | $728K | Sell |
9,986
-357
| -3% | -$26K | 0.68% | 36 |
|
|
2023
Q1 | $721K | Buy |
10,343
+341
| +3% | +$23.8K | 0.67% | 39 |
|
|
2022
Q4 | $667K | Hold |
10,002
| – | – | 0.66% | 43 |
|
|
2022
Q3 | $548K | Sell |
10,002
-281
| -3% | -$15.4K | 0.6% | 47 |
|
|
2022
Q2 | $638K | Hold |
10,283
| – | – | 0.65% | 44 |
|
|
2022
Q1 | $646K | Buy |
10,283
+34
| +0.3% | +$2.14K | 0.55% | 51 |
|
|
2021
Q4 | $680K | Hold |
10,249
| – | – | 0.58% | 45 |
|
|
2021
Q3 | $596K | Buy |
10,249
+300
| +3% | +$17.4K | 0.54% | 49 |
|
|
2021
Q2 | $621K | Hold |
9,949
| – | – | 0.56% | 49 |
|
|
2021
Q1 | $582K | Hold |
9,949
| – | – | 0.56% | 50 |
|
|
2020
Q4 | $582K | Buy |
+9,949
| New | +$582K | 0.58% | 43 |
|