WealthPlan Investment Management’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 | $311K | Buy |
4,609
+30
| +0.7% | +$2.02K | 0.02% | 286 |
|
|
2025
Q1 | $311K | Buy |
4,579
+243
| +6% | +$16.5K | 0.03% | 217 |
|
|
2024
Q4 | $259K | Buy |
4,336
+90
| +2% | +$5.38K | 0.03% | 230 |
|
|
2024
Q3 | $313K | Hold |
4,246
| – | – | 0.03% | 201 |
|
|
2024
Q2 | $278K | Buy |
4,246
+27
| +0.6% | +$1.77K | 0.04% | 158 |
|
|
2024
Q1 | $295K | Buy |
4,219
+25
| +0.6% | +$1.75K | 0.05% | 154 |
|
|
2023
Q4 | $304K | Buy |
4,194
+28
| +0.7% | +$2.03K | 0.05% | 151 |
|
|
2023
Q3 | $289K | Buy |
4,166
+22
| +0.5% | +$1.53K | 0.05% | 147 |
|
|
2023
Q2 | $302K | Buy |
4,144
+23
| +0.6% | +$1.68K | 0.09% | 116 |
|
|
2023
Q1 | $287K | Sell |
4,121
-5,404
| -57% | -$377K | 0.05% | 141 |
|
|
2022
Q4 | $631K | Buy |
9,525
+223
| +2% | +$14.8K | 0.04% | 224 |
|
|
2022
Q3 | $633K | Buy |
+9,302
| New | +$633K | 0.05% | 211 |
|
|
2022
Q1 | $605K | Buy |
+9,389
| New | +$605K | 0.04% | 226 |
|