Smallwood Wealth Investment Management’s Mondelez International MDLZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $725K | Hold |
10,688
| – | – | 0.46% | 31 |
|
|
2024
Q4 | $638K | Hold |
10,688
| – | – | 0.44% | 36 |
|
|
2024
Q3 | $787K | Hold |
10,688
| – | – | 0.56% | 27 |
|
|
2024
Q2 | $699K | Sell |
10,688
-1,080
| -9% | -$70.7K | 0.54% | 27 |
|
|
2024
Q1 | $824K | Buy |
11,768
+216
| +2% | +$15.1K | 0.64% | 27 |
|
|
2023
Q4 | $837K | Hold |
11,552
| – | – | 0.69% | 27 |
|
|
2023
Q3 | $802K | Buy |
11,552
+4
| +0% | +$278 | 0.73% | 29 |
|
|
2023
Q2 | $842K | Buy |
11,548
+4
| +0% | +$292 | 0.75% | 27 |
|
|
2023
Q1 | $805K | Sell |
11,544
-722
| -6% | -$50.3K | 0.76% | 27 |
|
|
2022
Q4 | $818K | Buy |
12,266
+5
| +0% | +$333 | 0.69% | 30 |
|
|
2022
Q3 | $672K | Sell |
12,261
-526
| -4% | -$28.8K | 0.6% | 33 |
|
|
2022
Q2 | $794K | Hold |
12,787
| – | – | 0.8% | 23 |
|
|
2022
Q1 | $803K | Buy |
12,787
+52
| +0.4% | +$3.27K | 0.76% | 21 |
|
|
2021
Q4 | $844K | Buy |
+12,735
| New | +$844K | 0.79% | 23 |
|