TRUE Private 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 | $220K | Buy |
3,269
+21
| +0.6% | +$1.42K | 0.02% | 233 |
|
|
2025
Q1 | $220K | Buy |
+3,248
| New | +$220K | 0.03% | 222 |
|
|
2024
Q4 | – | Sell |
-2,861
| Closed | -$211K | – | 233 |
|
|
2024
Q3 | $211K | Sell |
2,861
-3,287
| -53% | -$242K | 0.03% | 202 |
|
|
2024
Q2 | $402K | Sell |
6,148
-42
| -0.7% | -$2.75K | 0.05% | 189 |
|
|
2024
Q1 | $433K | Sell |
6,190
-16
| -0.3% | -$1.12K | 0.05% | 181 |
|
|
2023
Q4 | $450K | Buy |
6,206
+32
| +0.5% | +$2.32K | 0.06% | 167 |
|
|
2023
Q3 | $428K | Buy |
6,174
+114
| +2% | +$7.91K | 0.06% | 159 |
|
|
2023
Q2 | $442K | Sell |
6,060
-26
| -0.4% | -$1.9K | 0.07% | 142 |
|
|
2023
Q1 | $424K | Sell |
6,086
-17
| -0.3% | -$1.19K | 0.06% | 137 |
|
|
2022
Q4 | $407K | Hold |
6,103
| – | – | 0.06% | 133 |
|
|
2022
Q3 | $334K | Hold |
6,103
| – | – | 0.05% | 143 |
|
|
2022
Q2 | $378K | Buy |
6,103
+23
| +0.4% | +$1.43K | 0.06% | 143 |
|
|
2022
Q1 | $402K | Buy |
6,080
+25
| +0.4% | +$1.65K | 0.06% | 144 |
|
|
2021
Q4 | $401K | Buy |
6,055
+87
| +1% | +$5.76K | 0.06% | 168 |
|
|
2021
Q3 | $349K | Sell |
5,968
-100
| -2% | -$5.85K | 0.05% | 178 |
|
|
2021
Q2 | $380K | Buy |
6,068
+43
| +0.7% | +$2.69K | 0.06% | 160 |
|
|
2021
Q1 | $355K | Buy |
6,025
+1,179
| +24% | +$69.5K | 0.06% | 159 |
|
|
2020
Q4 | $284K | Sell |
4,846
-100
| -2% | -$5.86K | 0.05% | 167 |
|
|
2020
Q3 | $285K | Sell |
4,946
-553
| -10% | -$31.9K | 0.05% | 157 |
|
|
2020
Q2 | $282K | Hold |
5,499
| – | – | 0.05% | 150 |
|
|
2020
Q1 | $276K | Sell |
5,499
-1,949
| -26% | -$97.8K | 0.06% | 132 |
|
|
2019
Q4 | $412K | Buy |
7,448
+1,943
| +35% | +$107K | 0.06% | 145 |
|
|
2019
Q3 | $306K | Buy |
5,505
+106
| +2% | +$5.89K | 0.05% | 159 |
|
|
2019
Q2 | $292K | Sell |
5,399
-100
| -2% | -$5.41K | 0.05% | 159 |
|
|
2019
Q1 | $274K | Buy |
+5,499
| New | +$274K | 0.05% | 165 |
|
|
2018
Q4 | – | Sell |
-3,866
| Closed | -$167K | – | 650 |
|
|
2018
Q3 | $167K | Buy |
+3,866
| New | +$167K | 0.02% | 288 |
|