SVWAG
Sound View Wealth Advisors Group’s Mondelez International MDLZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.05M | Sell |
30,351
-803
| -3% | -$54.2K | 0.15% | 130 |
|
|
2025
Q1 | $2.11M | Sell |
31,154
-363
| -1% | -$24.6K | 0.17% | 118 |
|
|
2024
Q4 | $1.88M | Sell |
31,517
-1,159
| -4% | -$69.2K | 0.15% | 123 |
|
|
2024
Q3 | $2.41M | Buy |
32,676
+22,474
| +220% | +$1.66M | 0.2% | 115 |
|
|
2024
Q2 | $668K | Sell |
10,202
-55
| -0.5% | -$3.6K | 0.07% | 206 |
|
|
2024
Q1 | $718K | Sell |
10,257
-21,432
| -68% | -$1.5M | 0.08% | 199 |
|
|
2023
Q4 | $2.3M | Buy |
31,689
+20,437
| +182% | +$1.48M | 0.25% | 99 |
|
|
2023
Q3 | $781K | Buy |
11,252
+613
| +6% | +$42.5K | 0.1% | 171 |
|
|
2023
Q2 | $776K | Sell |
10,639
-645
| -6% | -$47K | 0.1% | 174 |
|
|
2023
Q1 | $787K | Sell |
11,284
-20,405
| -64% | -$1.42M | 0.11% | 171 |
|
|
2022
Q4 | $2.3M | Buy |
31,689
+23,250
| +276% | +$1.68M | 0.25% | 99 |
|
|
2022
Q3 | $463K | Hold |
8,439
| – | – | 0.1% | 171 |
|
|
2022
Q2 | $524K | Sell |
8,439
-361
| -4% | -$22.4K | 0.11% | 163 |
|
|
2022
Q1 | $552K | Buy |
8,800
+705
| +9% | +$44.2K | 0.1% | 166 |
|
|
2021
Q4 | $537K | Buy |
8,095
+1,097
| +16% | +$72.8K | 0.1% | 174 |
|
|
2021
Q3 | $407K | Sell |
6,998
-1,206
| -15% | -$70.1K | 0.09% | 192 |
|
|
2021
Q2 | $512K | Sell |
8,204
-707
| -8% | -$44.1K | 0.11% | 167 |
|
|
2021
Q1 | $522K | Sell |
8,911
-456
| -5% | -$26.7K | 0.12% | 153 |
|
|
2020
Q4 | $548K | Sell |
9,367
-63
| -0.7% | -$3.69K | 0.13% | 142 |
|
|
2020
Q3 | $542K | Buy |
9,430
+496
| +6% | +$28.5K | 0.14% | 136 |
|
|
2020
Q2 | $457K | Buy |
8,934
+455
| +5% | +$23.3K | 0.13% | 141 |
|
|
2020
Q1 | $425K | Sell |
8,479
-69
| -0.8% | -$3.46K | 0.15% | 130 |
|
|
2019
Q4 | $471K | Buy |
8,548
+610
| +8% | +$33.6K | 0.13% | 141 |
|
|
2019
Q3 | $439K | Sell |
7,938
-6,567
| -45% | -$363K | 0.13% | 151 |
|
|
2019
Q2 | $782K | Buy |
+14,505
| New | +$782K | 0.23% | 108 |
|