Aspiriant LLC’s Mondelez International MDLZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-3,588
| Closed | -$214K | – | 295 |
|
|
2024
Q4 | $214K | Buy |
3,588
+255
| +8% | +$15.2K | 0.01% | 275 |
|
|
2024
Q3 | $246K | Buy |
+3,333
| New | +$246K | 0.01% | 254 |
|
|
2024
Q1 | – | Sell |
-2,821
| Closed | -$204K | – | 325 |
|
|
2023
Q4 | $204K | Buy |
+2,821
| New | +$204K | 0.01% | 296 |
|
|
2023
Q3 | – | Sell |
-4,339
| Closed | -$316K | – | 291 |
|
|
2023
Q2 | $316K | Buy |
4,339
+974
| +29% | +$71K | 0.02% | 213 |
|
|
2023
Q1 | $235K | Sell |
3,365
-44
| -1% | -$3.07K | 0.01% | 250 |
|
|
2022
Q4 | $227K | Buy |
+3,409
| New | +$227K | 0.01% | 245 |
|
|
2022
Q1 | – | Sell |
-3,189
| Closed | -$210K | – | 291 |
|
|
2021
Q4 | $210K | Buy |
+3,189
| New | +$210K | 0.01% | 267 |
|