Advisory Research’s Mondelez International MDLZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-6,518
| Closed | -$452K | – | 420 |
|
|
2023
Q3 | $452K | Buy |
6,518
+195
| +3% | +$13.5K | 0.06% | 292 |
|
|
2023
Q2 | $461K | Buy |
+6,323
| New | +$461K | 0.06% | 298 |
|
|
2018
Q3 | – | Sell |
-49,279
| Closed | -$2.02M | – | 382 |
|
|
2018
Q2 | $2.02M | Buy |
49,279
+5,797
| +13% | +$238K | 0.03% | 211 |
|
|
2018
Q1 | $1.82M | Sell |
43,482
-1,654
| -4% | -$69K | 0.03% | 220 |
|
|
2017
Q4 | $1.93M | Buy |
45,136
+288
| +0.6% | +$12.3K | 0.03% | 222 |
|
|
2017
Q3 | $1.82M | Sell |
44,848
-5,918
| -12% | -$241K | 0.03% | 227 |
|
|
2017
Q2 | $2.19M | Sell |
50,766
-4,474
| -8% | -$193K | 0.03% | 210 |
|
|
2017
Q1 | $2.38M | Sell |
55,240
-20,918
| -27% | -$901K | 0.04% | 231 |
|
|
2016
Q4 | $3.38M | Sell |
76,158
-9,928
| -12% | -$440K | 0.05% | 162 |
|
|
2016
Q3 | $3.78M | Sell |
86,086
-1,800
| -2% | -$79K | 0.06% | 124 |
|
|
2016
Q2 | $4M | Sell |
87,886
-93,651
| -52% | -$4.26M | 0.07% | 119 |
|
|
2016
Q1 | $7.28M | Sell |
181,537
-143,440
| -44% | -$5.75M | 0.14% | 109 |
|
|
2015
Q4 | $14.6M | Sell |
324,977
-11,762
| -3% | -$527K | 0.22% | 114 |
|
|
2015
Q3 | $14.1M | Sell |
336,739
-65,860
| -16% | -$2.76M | 0.2% | 127 |
|
|
2015
Q2 | $16.6M | Sell |
402,599
-14,797
| -4% | -$609K | 0.19% | 127 |
|
|
2015
Q1 | $15.1M | Sell |
417,396
-82,086
| -16% | -$2.96M | 0.16% | 127 |
|
|
2014
Q4 | $18.1M | Sell |
499,482
-43,727
| -8% | -$1.59M | 0.19% | 119 |
|
|
2014
Q3 | $18.6M | Sell |
543,209
-27,242
| -5% | -$933K | 0.18% | 119 |
|
|
2014
Q2 | $21.5M | Sell |
570,451
-21,433
| -4% | -$806K | 0.2% | 110 |
|
|
2014
Q1 | $20.5M | Sell |
591,884
-50,074
| -8% | -$1.73M | 0.21% | 114 |
|
|
2013
Q4 | $22.7M | Sell |
641,958
-13,775
| -2% | -$486K | 0.23% | 108 |
|
|
2013
Q3 | $20.6M | Buy |
+655,733
| New | +$20.6M | 0.22% | 114 |
|