VWA
Visionary Wealth Advisors’s Mondelez International MDLZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $290K | Sell |
4,299
-19
| -0.4% | -$1.28K | 0.01% | 466 |
|
|
2025
Q1 | $293K | Sell |
4,318
-30
| -0.7% | -$2.04K | 0.02% | 447 |
|
|
2024
Q4 | $260K | Sell |
4,348
-295
| -6% | -$17.6K | 0.02% | 473 |
|
|
2024
Q3 | $342K | Buy |
4,643
+1
| +0% | +$74 | 0.02% | 405 |
|
|
2024
Q2 | $304K | Sell |
4,642
-543
| -10% | -$35.5K | 0.02% | 411 |
|
|
2024
Q1 | $363K | Sell |
5,185
-12
| -0.2% | -$840 | 0.02% | 384 |
|
|
2023
Q4 | $376K | Sell |
5,197
-394
| -7% | -$28.5K | 0.03% | 358 |
|
|
2023
Q3 | $388K | Buy |
5,591
+1
| +0% | +$69 | 0.03% | 330 |
|
|
2023
Q2 | $408K | Sell |
5,590
-163
| -3% | -$11.9K | 0.03% | 320 |
|
|
2023
Q1 | $401K | Buy |
5,753
+1,014
| +21% | +$70.7K | 0.03% | 303 |
|
|
2022
Q4 | $316K | Buy |
+4,739
| New | +$316K | 0.03% | 308 |
|
|
2022
Q3 | – | Sell |
-4,013
| Closed | -$249K | – | 432 |
|
|
2022
Q2 | $249K | Sell |
4,013
-1,182
| -23% | -$73.3K | 0.02% | 355 |
|
|
2022
Q1 | $326K | Buy |
5,195
+1,233
| +31% | +$77.4K | 0.03% | 312 |
|
|
2021
Q4 | $263K | Hold |
3,962
| – | – | 0.02% | 316 |
|
|
2021
Q3 | $231K | Buy |
3,962
+146
| +4% | +$8.51K | 0.02% | 279 |
|
|
2021
Q2 | $238K | Buy |
3,816
+19
| +0.5% | +$1.19K | 0.02% | 297 |
|
|
2021
Q1 | $222K | Sell |
3,797
-452
| -11% | -$26.4K | 0.02% | 295 |
|
|
2020
Q4 | $248K | Buy |
4,249
+453
| +12% | +$26.4K | 0.03% | 259 |
|
|
2020
Q3 | $218K | Buy |
+3,796
| New | +$218K | 0.03% | 234 |
|