Number of Shares
68,260.00
Current Holdings Value*
$4.60 Mil
% of Portfolio
1.93%
Total Estimate Gain
$-52,353.93
% of Total Estimate Gain
-1.09%

Evergreen Private Wealth LLC's Mondelez International Inc Holding Summary

As of 2025-06-30, Evergreen Private Wealth LLC held 68,260.00 shares of Mondelez International Inc(MDLZ), totaling $4.60 Mil. This investment constitutes 1.93% of their stock portfolio, and Evergreen Private Wealth LLC now holds 0.01% of the outstanding Mondelez International Inc(MDLZ) stock.

The initial trade took place in 2023Q4. And since then Evergreen Private Wealth LLC has made 5 purchases of MDLZ, at an average price of $70.57, for a total of 68,354.00 shares. In addition, there have been 1 sales at an average price of $66.02 for 94.00 shares. Based on historical transaction data and MDLZ's current price of $69.81, Evergreen Private Wealth LLC's estimated gain on his MDLZ holdings is $-52,353.93, reflecting a -1.09% gain to date.

Evergreen Private Wealth LLC MDLZ ($69.81) Holding Chart

Evergreen Private Wealth LLC MDLZ ($69.81) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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