Aries Wealth Management’s Mondelez International MDLZ Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$571K	Sell	9,911 -1,441	-13%	-$83.5K	0.13%	134
2025 Q4	$611K	Sell	11,352 -895	-7%	-$51.5K	0.14%	129
2025 Q3	$765K	Sell	12,247 -16	-0.1%	-$1.03K	0.18%	108
2025 Q2	$827K	Buy	12,263 +91	+0.7%	+$6.07K	0.22%	104
2025 Q1	$826K	Buy	12,172 +1,371	+13%	+$84.5K	0.22%	99
2024 Q4	$645K	Buy	10,801 +1,435	+15%	+$94.9K	0.18%	120
2024 Q3	$690K	Buy	9,366 +3,103	+50%	+$218K	0.19%	110
2024 Q2	$410K	Sell	6,263 -8	-0.1%	-$549	0.13%	137
2024 Q1	$439K	Hold	6,271	–	–	0.14%	132
2023 Q4	$454K	Sell	6,271 -467	-7%	-$32K	0.16%	128
2023 Q3	$422K	Buy	6,738 +364	+6%	+$26.2K	0.17%	125
2023 Q2	$465K	Sell	6,374 -1,162	-15%	-$85.8K	0.18%	121
2023 Q1	$525K	Sell	7,536 -265	-3%	-$17.6K	0.22%	109
2022 Q4	$520K	Sell	7,801 -70	-0.9%	-$4.43K	0.22%	109
2022 Q3	$484K	Buy	7,871 +371	+5%	+$23K	0.21%	108
2022 Q2	$466K	Buy	+7,500	New	+$474K	0.21%	102
2022 Q1	–	Sell	-7,500	Closed	-$497K	–	159
2021 Q4	$497K	Hold	7,500	–	–	0.19%	111
2021 Q3	$436K	Sell	7,500 -52	-0.7%	-$3.23K	0.18%	111
2021 Q2	$472K	Buy	7,552 +46	+0.6%	+$2.83K	0.2%	102
2021 Q1	$438K	Buy	7,506 +705	+10%	+$39.8K	0.2%	105
2020 Q4	$396K	Buy	6,801 +552	+9%	+$31.5K	0.2%	105
2020 Q3	$359K	Hold	6,249	–	–	0.2%	102
2020 Q2	$320K	Buy	6,249 +562	+10%	+$28.9K	0.2%	104
2020 Q1	$287K	Hold	5,687	–	–	0.22%	99
2019 Q4	$308K	Hold	5,687	–	–	0.19%	112
2019 Q3	$312K	Buy	5,687 +280	+5%	+$15.3K	0.21%	108
2019 Q2	$300K	Hold	5,407	–	–	0.21%	110
2019 Q1	$270K	Hold	5,407	–	–	0.2%	112
2018 Q4	$216K	Hold	5,407	–	–	0.23%	100
2018 Q3	$232K	Hold	5,407	–	–	0.21%	112
2018 Q2	$235K	Hold	5,407	–	–	0.22%	108
2018 Q1	$226K	Hold	5,407	–	–	0.22%	107
2017 Q4	$239K	Buy	+5,407	New	+$227K	0.22%	101