SkyOak Wealth’s Mondelez International MDLZ Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-2,858	Closed	-$211K	–	273
2024 Q3	$211K	Buy	+2,858	New	+$201K	0.05%	218
2024 Q2	–	Sell	-2,954	Closed	-$207K	–	259
2024 Q1	$207K	Sell	2,954 -408	-12%	-$29.8K	0.05%	227
2023 Q4	$244K	Sell	3,362 -234	-7%	-$16K	0.06%	208
2023 Q3	$250K	Sell	3,596 -35	-1%	-$2.52K	0.07%	191
2023 Q2	$265K	Hold	3,631	–	–	0.07%	186
2023 Q1	$253K	Buy	3,631 +358	+11%	+$23.7K	0.08%	186
2022 Q4	$218K	Buy	+3,273	New	+$207K	0.07%	194
2022 Q3	–	Sell	-3,273	Closed	-$203K	–	229
2022 Q2	$203K	Buy	3,273 +35	+1%	+$2.21K	0.07%	193
2022 Q1	$203K	Hold	3,238	–	–	0.06%	223
2021 Q4	$215K	Buy	+3,238	New	+$200K	0.05%	220