West Coast Financial’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 | – | Sell |
-3,870
| Closed | -$263K | – | 94 |
|
|
2025
Q1 | $263K | Hold |
3,870
| – | – | 0.03% | 150 |
|
|
2024
Q4 | $231K | Hold |
3,870
| – | – | 0.03% | 156 |
|
|
2024
Q3 | $285K | Hold |
3,870
| – | – | 0.03% | 148 |
|
|
2024
Q2 | $253K | Hold |
3,870
| – | – | 0.03% | 150 |
|
|
2024
Q1 | $271K | Sell |
3,870
-174
| -4% | -$12.2K | 0.03% | 144 |
|
|
2023
Q4 | $293K | Buy |
+4,044
| New | +$293K | 0.04% | 131 |
|