Westbourne Investment 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 | $587K | Hold |
8,707
| – | – | 0.18% | 73 |
|
|
2025
Q1 | $591K | Sell |
8,707
-2,018
| -19% | -$137K | 0.21% | 59 |
|
|
2024
Q4 | $641K | Hold |
10,725
| – | – | 0.22% | 58 |
|
|
2024
Q3 | $790K | Hold |
10,725
| – | – | 0.28% | 56 |
|
|
2024
Q2 | $702K | Hold |
10,725
| – | – | 0.25% | 57 |
|
|
2024
Q1 | $751K | Hold |
10,725
| – | – | 0.28% | 56 |
|
|
2023
Q4 | $777K | Hold |
10,725
| – | – | 0.31% | 54 |
|
|
2023
Q3 | $744K | Hold |
10,725
| – | – | 0.34% | 50 |
|
|
2023
Q2 | $782K | Hold |
10,725
| – | – | 0.35% | 51 |
|
|
2023
Q1 | $748K | Hold |
10,725
| – | – | 0.36% | 55 |
|
|
2022
Q4 | $715K | Hold |
10,725
| – | – | 0.36% | 55 |
|
|
2022
Q3 | $588K | Hold |
10,725
| – | – | 0.31% | 59 |
|
|
2022
Q2 | $666K | Hold |
10,725
| – | – | 0.41% | 50 |
|
|
2022
Q1 | $673K | Sell |
10,725
-415
| -4% | -$26K | 0.28% | 59 |
|
|
2021
Q4 | $739K | Buy |
+11,140
| New | +$739K | 0.29% | 59 |
|