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	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-180,832	Closed	-$11.4M	–	344
2022 Q1	$11.4M	Sell	180,832 -1,476	-0.8%	-$96.1K	0.86%	34
2021 Q4	$12.1M	Buy	182,308 +4,270	+2%	+$263K	0.88%	34
2021 Q3	$10.4M	Buy	178,038 +2,654	+2%	+$165K	0.8%	37
2021 Q2	$11M	Buy	175,384 +860	+0.5%	+$53K	0.83%	37
2021 Q1	$10.2M	Buy	174,524 +8,071	+5%	+$456K	0.87%	36
2020 Q4	$9.73M	Sell	166,453 -11,138	-6%	-$637K	0.86%	31
2020 Q3	$10.2M	Buy	177,591 +324	+0.2%	+$18K	0.97%	27
2020 Q2	$9.06M	Buy	177,267 +942	+0.5%	+$48.4K	0.95%	35
2020 Q1	$8.83M	Sell	176,325 -4,968	-3%	-$269K	1.11%	29
2019 Q4	$9.99M	Sell	181,293 -7,183	-4%	-$384K	0.98%	37
2019 Q3	$10.4M	Sell	188,476 -6,516	-3%	-$356K	1.04%	33
2019 Q2	$10.5M	Buy	194,992 +3,505	+2%	+$182K	1.09%	33
2019 Q1	$9.56M	Buy	191,487 +3,771	+2%	+$173K	1.02%	34
2018 Q4	$7.51M	Sell	187,716 -291	-0.2%	-$12.4K	1.23%	25
2018 Q3	$8.08M	Buy	188,007 +7,433	+4%	+$317K	0.8%	40
2018 Q2	$7.4M	Buy	180,574 +762	+0.4%	+$30.6K	0.78%	36
2018 Q1	$7.5M	Buy	179,812 +9,457	+6%	+$411K	0.84%	39
2017 Q4	$7.29M	Buy	170,355 +3,567	+2%	+$150K	0.85%	41
2017 Q3	$6.78M	Sell	166,788 -1,706	-1%	-$72.4K	0.85%	41
2017 Q2	$7.28M	Sell	168,494 -1,596	-0.9%	-$72K	0.94%	41
2017 Q1	$7.33M	Buy	170,090 +2,467	+1%	+$109K	1%	36
2016 Q4	$7.43M	Buy	167,623 +3,242	+2%	+$140K	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%	+$365K	1.23%	28
2016 Q1	$5.65M	Sell	156,554 -1,926	-1%	-$78.4K	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%	-$163K	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%	+$727K	0.08%	90
2014 Q3	$819K	Buy	+23,901	New	+$871K	0.05%	105