SOA Wealth 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 | $31K | Buy |
459
+58
| +14% | +$3.91K | 0.01% | 439 |
|
|
2025
Q1 | $27.2K | Hold |
401
| – | – | 0.01% | 418 |
|
|
2024
Q4 | $24K | Hold |
401
| – | – | ﹤0.01% | 428 |
|
|
2024
Q3 | $29.5K | Hold |
401
| – | – | 0.01% | 392 |
|
|
2024
Q2 | $26.2K | Hold |
401
| – | – | 0.01% | 398 |
|
|
2024
Q1 | $28.1K | Hold |
401
| – | – | 0.01% | 389 |
|
|
2023
Q4 | $29K | Hold |
401
| – | – | 0.01% | 365 |
|
|
2023
Q3 | $27.8K | Hold |
401
| – | – | 0.01% | 360 |
|
|
2023
Q2 | $29.2K | Hold |
401
| – | – | 0.01% | 364 |
|
|
2023
Q1 | $28K | Hold |
401
| – | – | 0.01% | 364 |
|
|
2022
Q4 | $26.7K | Hold |
401
| – | – | 0.01% | 362 |
|
|
2022
Q3 | $21K | Hold |
401
| – | – | 0.01% | 381 |
|
|
2022
Q2 | $24K | Sell |
401
-19
| -5% | -$1.14K | 0.01% | 351 |
|
|
2022
Q1 | $26K | Hold |
420
| – | – | 0.01% | 411 |
|
|
2021
Q4 | $27K | Hold |
420
| – | – | 0.01% | 394 |
|
|
2021
Q3 | $24K | Hold |
420
| – | – | 0.01% | 420 |
|
|
2021
Q2 | $26K | Sell |
420
-21
| -5% | -$1.3K | 0.01% | 414 |
|
|
2021
Q1 | $25K | Buy |
441
+6
| +1% | +$340 | 0.01% | 364 |
|
|
2020
Q4 | $24K | Buy |
+435
| New | +$24K | 0.01% | 371 |
|