BAM
Bellevue Asset Management’s Mondelez International MDLZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $191K | Hold |
2,837
| – | – | 0.09% | 75 |
|
|
2025
Q1 | $192K | Hold |
2,837
| – | – | 0.11% | 73 |
|
|
2024
Q4 | $169K | Hold |
2,837
| – | – | 0.09% | 75 |
|
|
2024
Q3 | $209K | Hold |
2,837
| – | – | 0.11% | 67 |
|
|
2024
Q2 | $186K | Hold |
2,837
| – | – | 0.1% | 70 |
|
|
2024
Q1 | $199K | Hold |
2,837
| – | – | 0.11% | 67 |
|
|
2023
Q4 | $205K | Hold |
2,837
| – | – | 0.18% | 61 |
|
|
2023
Q3 | $197K | Hold |
2,837
| – | – | 0.13% | 57 |
|
|
2023
Q2 | $207K | Hold |
2,837
| – | – | 0.13% | 57 |
|
|
2023
Q1 | $198K | Hold |
2,837
| – | – | 0.13% | 56 |
|
|
2022
Q4 | $188K | Hold |
2,837
| – | – | 0.15% | 58 |
|
|
2022
Q3 | $158K | Hold |
2,837
| – | – | 0.12% | 69 |
|
|
2022
Q2 | $177K | Hold |
2,837
| – | – | 0.13% | 69 |
|
|
2022
Q1 | $179K | Hold |
2,837
| – | – | 0.11% | 75 |
|
|
2021
Q4 | $188K | Hold |
2,837
| – | – | 0.11% | 73 |
|
|
2021
Q3 | $167K | Hold |
2,837
| – | – | 0.1% | 83 |
|
|
2021
Q2 | $177K | Sell |
2,837
-208
| -7% | -$13K | 0.11% | 77 |
|
|
2021
Q1 | $178K | Hold |
3,045
| – | – | 0.11% | 81 |
|
|
2020
Q4 | $173K | Hold |
3,045
| – | – | 0.11% | 75 |
|
|
2020
Q3 | $175K | Hold |
3,045
| – | – | 0.12% | 75 |
|
|
2020
Q2 | $156K | Hold |
3,045
| – | – | 0.16% | 83 |
|
|
2020
Q1 | $156K | Buy |
3,045
+208
| +7% | +$10.7K | 0.16% | 84 |
|
|
2019
Q4 | $156K | Buy |
+2,837
| New | +$156K | 0.12% | 82 |
|