Beese Fulmer Investment Management’s Mondelez International MDLZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.51M Buy
22,382
+1,257
+6% +$84.8K 0.11% 118
2025
Q1
$1.43M Sell
21,125
-360
-2% -$24.4K 0.12% 108
2024
Q4
$1.28M Sell
21,485
-1,364
-6% -$81.5K 0.11% 108
2024
Q3
$1.68M Sell
22,849
-101
-0.4% -$7.44K 0.14% 94
2024
Q2
$1.5M Sell
22,950
-270
-1% -$17.7K 0.14% 96
2024
Q1
$1.63M Hold
23,220
0.15% 96
2023
Q4
$1.68M Sell
23,220
-366
-2% -$26.5K 0.17% 92
2023
Q3
$1.64M Buy
23,586
+17
+0.1% +$1.18K 0.18% 95
2023
Q2
$1.72M Sell
23,569
-32
-0.1% -$2.33K 0.19% 98
2023
Q1
$1.65M Hold
23,601
0.19% 98
2022
Q4
$1.57M Hold
23,601
0.19% 100
2022
Q3
$1.29M Sell
23,601
-238
-1% -$13K 0.17% 103
2022
Q2
$1.48M Sell
23,839
-396
-2% -$24.6K 0.19% 96
2022
Q1
$1.52M Sell
24,235
-2,100
-8% -$132K 0.16% 102
2021
Q4
$1.75M Sell
26,335
-1,778
-6% -$118K 0.18% 100
2021
Q3
$1.64M Sell
28,113
-150
-0.5% -$8.73K 0.18% 102
2021
Q2
$1.77M Buy
28,263
+174
+0.6% +$10.9K 0.2% 97
2021
Q1
$1.64M Sell
28,089
-645
-2% -$37.8K 0.2% 100
2020
Q4
$1.68M Sell
28,734
-438
-2% -$25.6K 0.21% 94
2020
Q3
$1.68M Sell
29,172
-80
-0.3% -$4.6K 0.24% 88
2020
Q2
$1.5M Buy
29,252
+2,214
+8% +$113K 0.22% 92
2020
Q1
$1.35M Sell
27,038
-355
-1% -$17.8K 0.24% 89
2019
Q4
$1.51M Sell
27,393
-70
-0.3% -$3.86K 0.21% 102
2019
Q3
$1.52M Buy
27,463
+5,353
+24% +$296K 0.23% 98
2019
Q2
$1.19M Hold
22,110
0.23% 90
2019
Q1
$1.1M Hold
22,110
0.22% 88
2018
Q4
$885K Hold
22,110
0.2% 93
2018
Q3
$950K Buy
22,110
+23
+0.1% +$988 0.19% 95
2018
Q2
$906K Hold
22,087
0.19% 95
2018
Q1
$922K Sell
22,087
-250
-1% -$10.4K 0.2% 99
2017
Q4
$956K Hold
22,337
0.2% 95
2017
Q3
$908K Hold
22,337
0.21% 94
2017
Q2
$965K Hold
22,337
0.23% 92
2017
Q1
$962K Sell
22,337
-465
-2% -$20K 0.23% 93
2016
Q4
$1.01M Sell
22,802
-400
-2% -$17.7K 0.26% 85
2016
Q3
$1.02M Hold
23,202
0.27% 80
2016
Q2
$1.06M Buy
23,202
+45
+0.2% +$2.05K 0.3% 75
2016
Q1
$980K Buy
23,157
+400
+2% +$16.9K 0.29% 84
2015
Q4
$1.02M Sell
22,757
-150
-0.7% -$6.72K 0.31% 78
2015
Q3
$959K Hold
22,907
0.32% 76
2015
Q2
$942K Sell
22,907
-400
-2% -$16.4K 0.3% 76
2015
Q1
$841K Sell
23,307
-1,500
-6% -$54.1K 0.28% 80
2014
Q4
$901K Sell
24,807
-625
-2% -$22.7K 0.28% 87
2014
Q3
$871K Sell
25,432
-900
-3% -$30.8K 0.28% 87
2014
Q2
$990K Buy
26,332
+116
+0.4% +$4.36K 0.32% 80
2014
Q1
$906K Sell
26,216
-775
-3% -$26.8K 0.31% 79
2013
Q4
$953K Buy
26,991
+102
+0.4% +$3.6K 0.34% 76
2013
Q3
$845K Buy
26,889
+1,500
+6% +$47.1K 0.33% 74
2013
Q2
$724K Buy
+25,389
New +$724K 0.31% 77