WFA of San Diego’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 | $160K | Buy |
+2,377
| New | +$160K | 0.12% | 103 |
|
|
2024
Q3 | $200K | Hold |
2,712
| – | – | 0.17% | 91 |
|
|
2024
Q2 | $177K | Buy |
+2,712
| New | +$177K | 0.16% | 92 |
|
|
2023
Q3 | $222K | Sell |
3,197
-733
| -19% | -$50.9K | 0.23% | 75 |
|
|
2023
Q2 | $287K | Sell |
3,930
-828
| -17% | -$60.4K | 0.28% | 69 |
|
|
2023
Q1 | $332K | Sell |
4,758
-1,444
| -23% | -$101K | 0.35% | 57 |
|
|
2022
Q4 | $413K | Sell |
6,202
-646
| -9% | -$43.1K | 0.32% | 63 |
|
|
2022
Q3 | $375K | Sell |
6,848
-435
| -6% | -$23.8K | 0.34% | 60 |
|
|
2022
Q2 | $452K | Sell |
7,283
-105
| -1% | -$6.52K | 0.39% | 51 |
|
|
2022
Q1 | $464K | Hold |
7,388
| – | – | 0.35% | 59 |
|
|
2021
Q4 | $490K | Sell |
7,388
-160
| -2% | -$10.6K | 0.28% | 71 |
|
|
2021
Q3 | $439K | Sell |
7,548
-65
| -0.9% | -$3.78K | 0.31% | 66 |
|
|
2021
Q2 | $475K | Hold |
7,613
| – | – | 0.37% | 57 |
|
|
2021
Q1 | $446K | Buy |
+7,613
| New | +$446K | 0.37% | 54 |
|
|
2020
Q4 | – | Sell |
-8,383
| Closed | -$481K | – | 102 |
|
|
2020
Q3 | $481K | Sell |
8,383
-5,383
| -39% | -$309K | 0.46% | 48 |
|
|
2020
Q2 | $725K | Buy |
+13,766
| New | +$725K | 0.17% | 120 |
|