Soltis Investment 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 | $541K | Buy |
8,020
+4,741
| +145% | +$320K | 0.04% | 246 |
|
2025
Q1 | $222K | Sell |
3,279
-86
| -3% | -$5.84K | 0.02% | 337 |
|
2024
Q4 | $201K | Sell |
3,365
-56
| -2% | -$3.35K | 0.02% | 356 |
|
2024
Q3 | $252K | Buy |
3,421
+98
| +3% | +$7.22K | 0.02% | 307 |
|
2024
Q2 | $217K | Buy |
3,323
+191
| +6% | +$12.5K | 0.02% | 297 |
|
2024
Q1 | $219K | Buy |
3,132
+101
| +3% | +$7.07K | 0.02% | 279 |
|
2023
Q4 | $220K | Sell |
3,031
-187
| -6% | -$13.5K | 0.02% | 265 |
|
2023
Q3 | $223K | Buy |
3,218
+227
| +8% | +$15.8K | 0.03% | 248 |
|
2023
Q2 | $218K | Buy |
2,991
+20
| +0.7% | +$1.46K | 0.03% | 242 |
|
2023
Q1 | $207K | Sell |
2,971
-92
| -3% | -$6.41K | 0.03% | 245 |
|
2022
Q4 | $204K | Buy |
+3,063
| New | +$204K | 0.03% | 236 |
|