Beacon Investment Advisory Services’s Mondelez International MDLZ Stock Holding History

Beacon Investment Advisory Services’s Portfolio MDLZ Stock Details MDLZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$336K	Hold	4,976	–	–	0.01%	203
2025 Q1	$338K	Buy	4,976 +1,162	+30%	+$78.8K	0.02%	188
2024 Q4	$228K	Sell	3,814 -1,904	-33%	-$114K	0.01%	231
2024 Q3	$421K	Buy	5,718 +600	+12%	+$44.2K	0.02%	189
2024 Q2	$335K	Hold	5,118	–	–	0.01%	210
2024 Q1	$358K	Buy	5,118 +1,916	+60%	+$134K	0.02%	212
2023 Q4	$232K	Sell	3,202 -91	-3%	-$6.59K	0.01%	245
2023 Q3	$229K	Hold	3,293	–	–	0.01%	253
2023 Q2	$240K	Hold	3,293	–	–	0.01%	257
2023 Q1	$230K	Hold	3,293	–	–	0.01%	256
2022 Q4	$219K	Sell	3,293 -600	-15%	-$40K	0.01%	260
2022 Q3	$213K	Sell	3,893 -36	-0.9%	-$1.97K	0.01%	262
2022 Q2	$244K	Sell	3,929 -1,880	-32%	-$117K	0.01%	253
2022 Q1	$365K	Sell	5,809 -333	-5%	-$20.9K	0.02%	240
2021 Q4	$407K	Sell	6,142 -19	-0.3%	-$1.26K	0.02%	233
2021 Q3	$358K	Sell	6,161 -505	-8%	-$29.3K	0.01%	236
2021 Q2	$416K	Sell	6,666 -640	-9%	-$39.9K	0.02%	227
2021 Q1	$428K	Sell	7,306 -477	-6%	-$27.9K	0.02%	216
2020 Q4	$455K	Buy	7,783 +3,285	+73%	+$192K	0.02%	191
2020 Q3	$258K	Sell	4,498 -222	-5%	-$12.7K	0.01%	216
2020 Q2	$241K	Sell	4,720 -165	-3%	-$8.43K	0.01%	219
2020 Q1	$245K	Sell	4,885 -2,428	-33%	-$122K	0.02%	212
2019 Q4	$403K	Sell	7,313 -217	-3%	-$12K	0.02%	196
2019 Q3	$417K	Sell	7,530 -872	-10%	-$48.3K	0.04%	175
2019 Q2	$453K	Sell	8,402 -1,070	-11%	-$57.7K	0.05%	149
2019 Q1	$473K	Sell	9,472 -11,706	-55%	-$585K	0.05%	147
2018 Q4	$848K	Sell	21,178 -962	-4%	-$38.5K	0.09%	122
2018 Q3	$951K	Sell	22,140 -360	-2%	-$15.5K	0.09%	121
2018 Q2	$923K	Sell	22,500 -956	-4%	-$39.2K	0.09%	118
2018 Q1	$979K	Sell	23,456 -1,350	-5%	-$56.3K	0.1%	116
2017 Q4	$1.06M	Sell	24,806 -174	-0.7%	-$7.45K	0.11%	112
2017 Q3	$1.02M	Buy	+24,980	New	+$1.02M	0.09%	129