Alpha Cubed Investments’s Mondelez International MDLZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $248K | Sell |
3,673
-502
| -12% | -$33.9K | 0.01% | 257 |
|
|
2025
Q1 | $283K | Sell |
4,175
-7
| -0.2% | -$475 | 0.01% | 227 |
|
|
2024
Q4 | $250K | Sell |
4,182
-377
| -8% | -$22.5K | 0.01% | 218 |
|
|
2024
Q3 | $336K | Sell |
4,559
-717
| -14% | -$52.8K | 0.02% | 191 |
|
|
2024
Q2 | $345K | Sell |
5,276
-237
| -4% | -$15.5K | 0.02% | 194 |
|
|
2024
Q1 | $386K | Buy |
5,513
+845
| +18% | +$59.2K | 0.02% | 175 |
|
|
2023
Q4 | $338K | Buy |
4,668
+254
| +6% | +$18.4K | 0.02% | 193 |
|
|
2023
Q3 | $306K | Sell |
4,414
-51
| -1% | -$3.54K | 0.02% | 180 |
|
|
2023
Q2 | $326K | Sell |
4,465
-130
| -3% | -$9.48K | 0.02% | 186 |
|
|
2023
Q1 | $320K | Sell |
4,595
-67
| -1% | -$4.67K | 0.02% | 189 |
|
|
2022
Q4 | $311K | Buy |
4,662
+466
| +11% | +$31.1K | 0.02% | 212 |
|
|
2022
Q3 | $230K | Buy |
4,196
+356
| +9% | +$19.5K | 0.02% | 222 |
|
|
2022
Q2 | $238K | Buy |
3,840
+550
| +17% | +$34.1K | 0.02% | 267 |
|
|
2022
Q1 | $207K | Buy |
+3,290
| New | +$207K | 0.01% | 312 |
|
|
2021
Q1 | – | Sell |
-3,493
| Closed | -$204K | – | 268 |
|
|
2020
Q4 | $204K | Buy |
+3,493
| New | +$204K | 0.02% | 242 |
|
|
2019
Q1 | – | Sell |
-5,264
| Closed | -$211K | – | 251 |
|
|
2018
Q4 | $211K | Sell |
5,264
-768
| -13% | -$30.8K | 0.03% | 196 |
|
|
2018
Q3 | $252K | Buy |
6,032
+1,166
| +24% | +$48.7K | 0.03% | 265 |
|
|
2018
Q2 | $200K | Sell |
4,866
-450
| -8% | -$18.5K | 0.03% | 212 |
|
|
2018
Q1 | $222K | Buy |
5,316
+338
| +7% | +$14.1K | 0.03% | 204 |
|
|
2017
Q4 | $213K | Sell |
4,978
-228
| -4% | -$9.76K | 0.03% | 219 |
|
|
2017
Q3 | $212K | Sell |
5,206
-154
| -3% | -$6.27K | 0.03% | 208 |
|
|
2017
Q2 | $231K | Buy |
+5,360
| New | +$231K | 0.04% | 180 |
|
|
2017
Q1 | – | Sell |
-9,562
| Closed | -$424K | – | 200 |
|
|
2016
Q4 | $424K | Buy |
+9,562
| New | +$424K | 0.1% | 113 |
|