Affinity Wealth Management’s Mondelez International MDLZ Stock Holding History

Affinity Wealth Management’s Portfolio MDLZ Stock Details MDLZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-5,282	Closed	-$389K	–	103
2024 Q3	$389K	Buy	5,282 +134	+3%	+$9.42K	0.07%	68
2024 Q2	$337K	Buy	5,148 +19	+0.4%	+$1.3K	0.06%	75
2024 Q1	$359K	Hold	5,129	–	–	0.07%	71
2023 Q4	$372K	Hold	5,129	–	–	0.08%	66
2023 Q3	$356K	Hold	5,129	–	–	0.08%	69
2023 Q2	$374K	Buy	5,129 +19	+0.4%	+$1.4K	0.09%	70
2023 Q1	$356K	Buy	5,110 +224	+5%	+$14.8K	0.08%	75
2022 Q4	$326K	Buy	4,886 +113	+2%	+$7.14K	0.08%	70
2022 Q3	$262K	Buy	4,773 +54	+1%	+$3.35K	0.07%	78
2022 Q2	$294K	Buy	4,719 +1	+0%	+$63	0.07%	74
2022 Q1	$302K	Sell	4,718 -649	-12%	-$42.2K	0.06%	82
2021 Q4	$364K	Buy	5,367 +775	+17%	+$47.8K	0.08%	75
2021 Q3	$266K	Buy	+4,592	New	+$286K	0.05%	98

Other funds holding MDLZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Affinity Wealth Management's MDLZ Position: Q4 2024 in Review

Affinity Wealth Management sold out of Mondelez International (MDLZ) in Q4 2024, closing a stake of 5,282 shares — an estimated $389K sold.

Affinity Wealth Management first reported a position in MDLZ in Q3 2021 and held it in 13 quarters. The position peaked at $389K in Q3 2024. 1,997 funds tracked by Wall St. Rank hold MDLZ as of Q4 2024.

Affinity Wealth Management reported no remaining Mondelez International position as of Q4 2024 after selling out during the quarter.
Affinity Wealth Management sold 5,282 Mondelez International shares in Q4 2024, an estimated $389K.
Affinity Wealth Management first reported a position in Mondelez International in Q3 2021 and held it in 13 quarters.
Affinity Wealth Management's Mondelez International position peaked at $389K in Q3 2024.
1,997 funds tracked by Wall St. Rank held Mondelez International as of Q4 2024.

Based on Affinity Wealth Management's 13F filing for Q4 2024, filed 21 Jan 2025.