Souders Financial 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 | $752K | Buy |
11,146
+4,292
| +63% | +$289K | 0.1% | 105 |
|
2025
Q1 | $465K | Buy |
+6,854
| New | +$465K | 0.06% | 136 |
|
2024
Q2 | – | Sell |
-43,163
| Closed | -$3.02M | – | 172 |
|
2024
Q1 | $3.02M | Buy |
43,163
+609
| +1% | +$42.6K | 0.48% | 61 |
|
2023
Q4 | $3.08M | Buy |
42,554
+705
| +2% | +$51.1K | 0.53% | 55 |
|
2023
Q3 | $2.9M | Sell |
41,849
-729
| -2% | -$50.6K | 0.56% | 56 |
|
2023
Q2 | $3.11M | Sell |
42,578
-3,369
| -7% | -$246K | 0.59% | 50 |
|
2023
Q1 | $3.2M | Buy |
45,947
+658
| +1% | +$45.9K | 0.68% | 44 |
|
2022
Q4 | $3.02M | Buy |
45,289
+1,008
| +2% | +$67.2K | 0.69% | 45 |
|
2022
Q3 | $2.43M | Sell |
44,281
-1,091
| -2% | -$59.8K | 0.66% | 51 |
|
2022
Q2 | $2.82M | Buy |
45,372
+1,537
| +4% | +$95.4K | 0.81% | 36 |
|
2022
Q1 | $2.75M | Buy |
43,835
+902
| +2% | +$56.6K | 0.8% | 37 |
|
2021
Q4 | $2.85M | Buy |
+42,933
| New | +$2.85M | 0.82% | 41 |
|
2020
Q2 | – | Sell |
-5,420
| Closed | -$271K | – | 103 |
|
2020
Q1 | $271K | Buy |
+5,420
| New | +$271K | 0.24% | 74 |
|