Beaumont Financial Advisors’s Mondelez International MDLZ Stock Holding History

Beaumont Financial Advisors’s Portfolio MDLZ Stock Details MDLZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-180,832	Closed	-$11.4M	–	344
2022 Q1	$11.4M	Sell	180,832 -1,476	-0.8%	-$92.7K	0.86%	34
2021 Q4	$12.1M	Buy	182,308 +4,270	+2%	+$283K	0.88%	34
2021 Q3	$10.4M	Buy	178,038 +2,654	+2%	+$154K	0.8%	37
2021 Q2	$11M	Buy	175,384 +860	+0.5%	+$53.7K	0.83%	37
2021 Q1	$10.2M	Buy	174,524 +8,071	+5%	+$472K	0.87%	36
2020 Q4	$9.73M	Sell	166,453 -11,138	-6%	-$651K	0.86%	31
2020 Q3	$10.2M	Buy	177,591 +324	+0.2%	+$18.6K	0.97%	27
2020 Q2	$9.06M	Buy	177,267 +942	+0.5%	+$48.2K	0.95%	35
2020 Q1	$8.83M	Sell	176,325 -4,968	-3%	-$249K	1.11%	29
2019 Q4	$9.99M	Sell	181,293 -7,183	-4%	-$396K	0.98%	37
2019 Q3	$10.4M	Sell	188,476 -6,516	-3%	-$360K	1.04%	33
2019 Q2	$10.5M	Buy	194,992 +3,505	+2%	+$189K	1.09%	33
2019 Q1	$9.56M	Buy	191,487 +3,771	+2%	+$188K	1.02%	34
2018 Q4	$7.51M	Sell	187,716 -291	-0.2%	-$11.6K	1.23%	25
2018 Q3	$8.08M	Buy	188,007 +7,433	+4%	+$319K	0.8%	40
2018 Q2	$7.4M	Buy	180,574 +762	+0.4%	+$31.2K	0.78%	36
2018 Q1	$7.5M	Buy	179,812 +9,457	+6%	+$395K	0.84%	39
2017 Q4	$7.29M	Buy	170,355 +3,567	+2%	+$153K	0.85%	41
2017 Q3	$6.78M	Sell	166,788 -1,706	-1%	-$69.4K	0.85%	41
2017 Q2	$7.28M	Sell	168,494 -1,596	-0.9%	-$68.9K	0.94%	41
2017 Q1	$7.33M	Buy	170,090 +2,467	+1%	+$106K	1%	36
2016 Q4	$7.43M	Buy	167,623 +3,242	+2%	+$144K	1.12%	31
2016 Q3	$7.22M	Sell	164,381 -549	-0.3%	-$24.1K	1.14%	34
2016 Q2	$7.51M	Buy	164,930 +8,376	+5%	+$381K	1.23%	28
2016 Q1	$5.65M	Sell	156,554 -1,926	-1%	-$69.5K	0.92%	40
2015 Q4	$7.11M	Sell	158,480 -2,253	-1%	-$101K	1.17%	33
2015 Q3	$6.61M	Hold	160,733	–	–	0.96%	45
2015 Q2	$6.61M	Sell	160,733 -4,153	-3%	-$171K	0.96%	45
2015 Q1	$5.95M	Buy	164,886 +121,009	+276%	+$4.37M	0.21%	69
2014 Q4	$1.59M	Buy	43,877 +19,976	+84%	+$726K	0.08%	90
2014 Q3	$819K	Buy	+23,901	New	+$819K	0.05%	105