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Source Financial Advisors LLC

SEC CIK
0001830954
Latest filing
Nov 1, 2024

MDLZ holding history

Mondelez International, Inc. in every 13F filed by Source Financial Advisors LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

MDLZ overviewAll 13F holders of MDLZFull Q3 2024 holdings

Shares (Q3 2024)
2,901
Value
$213.7K
% of portfolio
0.1%
Quarters held
9
Since Q1 2021
Holdings of MDLZ by Source Financial Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20242,901$213.7K0.1%−195−6.3%ReducedHolders
Q2 20243,096$202.6K0.1%−24−0.8%ReducedHolders
Q1 20243,120$218.4K0.1%+210+7.2%AddedHolders
Q4 20232,910$210.8K0.1%−545−15.8%ReducedHolders
Q3 20233,455$239.8K0.1%−64−1.8%ReducedHolders
Q2 20233,519$256.7K0.1%+206+6.2%AddedHolders
Q1 20233,313$231.0K0.1%+282+9.3%AddedHolders
Q4 20223,031$202.0K0.1%+3,031NewHolders
Q2 20210$00.0%−4,250−100.0%Sold outHolders
Q1 20214,250$249.0K0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.