WFA of San Diego’s Mondelez International MDLZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $160K | Buy |
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|
2024
Q3 | $200K | Hold |
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|
2024
Q2 | $177K | Buy |
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|
2023
Q3 | $222K | Sell |
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|
2023
Q2 | $287K | Sell |
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|
2023
Q1 | $332K | Sell |
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|
2022
Q4 | $413K | Sell |
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|
2022
Q3 | $375K | Sell |
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|
2022
Q2 | $452K | Sell |
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|
2022
Q1 | $464K | Hold |
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|
2021
Q4 | $490K | Sell |
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|
2021
Q3 | $439K | Sell |
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|
2021
Q2 | $475K | Hold |
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|
2021
Q1 | $446K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $481K | Sell |
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|
2020
Q2 | $725K | Buy |
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