Annis Gardner Whiting Capital Advisors’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 | $212K | Buy |
3,130
+432
| +16% | +$29.2K | 0.07% | 210 |
|
|
2025
Q1 | $184K | Buy |
2,698
+871
| +48% | +$59.4K | 0.08% | 195 |
|
|
2024
Q4 | $110K | Sell |
1,827
-45
| -2% | -$2.71K | 0.03% | 268 |
|
|
2024
Q3 | $139K | Sell |
1,872
-22
| -1% | -$1.63K | 0.04% | 244 |
|
|
2024
Q2 | $125K | Sell |
1,894
-90
| -5% | -$5.93K | 0.04% | 271 |
|
|
2024
Q1 | $140K | Buy |
1,984
+145
| +8% | +$10.2K | 0.05% | 228 |
|
|
2023
Q4 | $134K | Hold |
1,839
| – | – | 0.06% | 190 |
|
|
2023
Q3 | $128K | Buy |
+1,839
| New | +$128K | 0.07% | 178 |
|