Appleton Partners’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 | $730K | Sell |
10,827
-408
| -4% | -$27.5K | 0.05% | 154 |
|
|
2025
Q1 | $762K | Sell |
11,235
-940
| -8% | -$63.8K | 0.06% | 149 |
|
|
2024
Q4 | $727K | Sell |
12,175
-2,293
| -16% | -$137K | 0.05% | 148 |
|
|
2024
Q3 | $1.07M | Sell |
14,468
-3,745
| -21% | -$276K | 0.08% | 132 |
|
|
2024
Q2 | $1.19M | Sell |
18,213
-828
| -4% | -$54.2K | 0.09% | 123 |
|
|
2024
Q1 | $1.33M | Sell |
19,041
-3,547
| -16% | -$248K | 0.1% | 122 |
|
|
2023
Q4 | $1.64M | Sell |
22,588
-1,585
| -7% | -$115K | 0.13% | 114 |
|
|
2023
Q3 | $1.68M | Sell |
24,173
-2,062
| -8% | -$143K | 0.15% | 113 |
|
|
2023
Q2 | $1.91M | Sell |
26,235
-1,242
| -5% | -$90.6K | 0.16% | 110 |
|
|
2023
Q1 | $1.92M | Sell |
27,477
-828
| -3% | -$57.7K | 0.17% | 115 |
|
|
2022
Q4 | $1.89M | Sell |
28,305
-2,097
| -7% | -$140K | 0.18% | 112 |
|
|
2022
Q3 | $1.67M | Sell |
30,402
-400
| -1% | -$21.9K | 0.17% | 117 |
|
|
2022
Q2 | $1.91M | Sell |
30,802
-294
| -0.9% | -$18.3K | 0.18% | 107 |
|
|
2022
Q1 | $1.95M | Sell |
31,096
-654
| -2% | -$41.1K | 0.16% | 118 |
|
|
2021
Q4 | $2.11M | Buy |
31,750
+1,150
| +4% | +$76.2K | 0.16% | 116 |
|
|
2021
Q3 | $1.78M | Sell |
30,600
-1,440
| -4% | -$83.8K | 0.15% | 126 |
|
|
2021
Q2 | $2M | Sell |
32,040
-816
| -2% | -$51K | 0.17% | 117 |
|
|
2021
Q1 | $1.92M | Sell |
32,856
-1,759
| -5% | -$103K | 0.18% | 116 |
|
|
2020
Q4 | $2.02M | Sell |
34,615
-850
| -2% | -$49.7K | 0.2% | 106 |
|
|
2020
Q3 | $2.04M | Sell |
35,465
-3,202
| -8% | -$184K | 0.22% | 96 |
|
|
2020
Q2 | $1.98M | Sell |
38,667
-1,696
| -4% | -$86.7K | 0.24% | 96 |
|
|
2020
Q1 | $2.02M | Sell |
40,363
-10,539
| -21% | -$528K | 0.28% | 85 |
|
|
2019
Q4 | $2.8M | Sell |
50,902
-2,860
| -5% | -$158K | 0.31% | 87 |
|
|
2019
Q3 | $2.97M | Sell |
53,762
-285
| -0.5% | -$15.8K | 0.36% | 76 |
|
|
2019
Q2 | $2.91M | Sell |
54,047
-110
| -0.2% | -$5.93K | 0.36% | 79 |
|
|
2019
Q1 | $2.7M | Sell |
54,157
-3,251
| -6% | -$162K | 0.36% | 78 |
|
|
2018
Q4 | $2.3M | Sell |
57,408
-2,697
| -4% | -$108K | 0.34% | 81 |
|
|
2018
Q3 | $2.58M | Sell |
60,105
-2,015
| -3% | -$86.6K | 0.34% | 82 |
|
|
2018
Q2 | $2.55M | Sell |
62,120
-2,074
| -3% | -$85K | 0.36% | 82 |
|
|
2018
Q1 | $2.68M | Sell |
64,194
-3,286
| -5% | -$137K | 0.41% | 75 |
|
|
2017
Q4 | $2.89M | Sell |
67,480
-4,275
| -6% | -$183K | 0.45% | 67 |
|
|
2017
Q3 | $2.92M | Sell |
71,755
-527
| -0.7% | -$21.4K | 0.49% | 69 |
|
|
2017
Q2 | $3.12M | Sell |
72,282
-500
| -0.7% | -$21.6K | 0.52% | 62 |
|
|
2017
Q1 | $3.14M | Sell |
72,782
-3,565
| -5% | -$154K | 0.58% | 60 |
|
|
2016
Q4 | $3.38M | Sell |
76,347
-5,672
| -7% | -$251K | 0.68% | 50 |
|
|
2016
Q3 | $3.6M | Sell |
82,019
-4,051
| -5% | -$178K | 0.68% | 48 |
|
|
2016
Q2 | $3.92M | Sell |
86,070
-3,946
| -4% | -$180K | 0.8% | 42 |
|
|
2016
Q1 | $3.61M | Sell |
90,016
-6,984
| -7% | -$280K | 0.71% | 50 |
|
|
2015
Q4 | $4.35M | Buy |
97,000
+238
| +0.2% | +$10.7K | 0.86% | 42 |
|
|
2015
Q3 | $4.05M | Buy |
96,762
+1,644
| +2% | +$68.8K | 0.92% | 39 |
|
|
2015
Q2 | $3.91M | Sell |
95,118
-40,756
| -30% | -$1.68M | 0.88% | 42 |
|
|
2015
Q1 | $4.9M | Sell |
135,874
-23,676
| -15% | -$855K | 1.11% | 33 |
|
|
2014
Q4 | $5.8M | Sell |
159,550
-10,895
| -6% | -$396K | 1.33% | 30 |
|
|
2014
Q3 | $5.84M | Buy |
170,445
+1,564
| +0.9% | +$53.6K | 1.36% | 27 |
|
|
2014
Q2 | $6.35M | Buy |
168,881
+2,947
| +2% | +$111K | 1.49% | 19 |
|
|
2014
Q1 | $5.73M | Buy |
165,934
+1,363
| +0.8% | +$47.1K | 1.36% | 30 |
|
|
2013
Q4 | $5.81M | Buy |
164,571
+1,256
| +0.8% | +$44.3K | 1.39% | 33 |
|
|
2013
Q3 | $5.13M | Sell |
163,315
-5,025
| -3% | -$158K | 1.38% | 32 |
|
|
2013
Q2 | $4.8M | Buy |
+168,340
| New | +$4.8M | 1.38% | 31 |
|