BAM
Belpointe Asset Management’s Mondelez International MDLZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $834K | Buy |
12,361
+2,573
| +26% | +$174K | 0.03% | 414 |
|
|
2025
Q1 | $664K | Buy |
9,788
+1,346
| +16% | +$91.3K | 0.03% | 466 |
|
|
2024
Q4 | $606K | Buy |
8,442
+132
| +2% | +$9.48K | 0.04% | 465 |
|
|
2024
Q3 | $612K | Buy |
8,310
+855
| +11% | +$63K | 0.04% | 450 |
|
|
2024
Q2 | $488K | Sell |
7,455
-819
| -10% | -$53.6K | 0.03% | 466 |
|
|
2024
Q1 | $579K | Buy |
8,274
+1,328
| +19% | +$93K | 0.04% | 402 |
|
|
2023
Q4 | $503K | Buy |
6,946
+709
| +11% | +$51.4K | 0.04% | 366 |
|
|
2023
Q3 | $433K | Sell |
6,237
-513
| -8% | -$35.6K | 0.04% | 370 |
|
|
2023
Q2 | $492K | Sell |
6,750
-7,351
| -52% | -$536K | 0.05% | 315 |
|
|
2023
Q1 | $963K | Buy |
14,101
+720
| +5% | +$49.2K | 0.05% | 341 |
|
|
2022
Q4 | $892K | Buy |
13,381
+478
| +4% | +$31.9K | 0.05% | 352 |
|
|
2022
Q3 | $707K | Buy |
12,903
+4,160
| +48% | +$228K | 0.05% | 390 |
|
|
2022
Q2 | $543K | Sell |
8,743
-413
| -5% | -$25.7K | 0.04% | 453 |
|
|
2022
Q1 | $575K | Sell |
9,156
-1,428
| -13% | -$89.7K | 0.03% | 496 |
|
|
2021
Q4 | $702K | Sell |
10,584
-641
| -6% | -$42.5K | 0.04% | 417 |
|
|
2021
Q3 | $654K | Sell |
11,225
-272
| -2% | -$15.8K | 0.04% | 431 |
|
|
2021
Q2 | $718K | Buy |
11,497
+3,640
| +46% | +$227K | 0.05% | 381 |
|
|
2021
Q1 | $460K | Buy |
7,857
+1,512
| +24% | +$88.5K | 0.04% | 461 |
|
|
2020
Q4 | $371K | Buy |
6,345
+630
| +11% | +$36.8K | 0.03% | 485 |
|
|
2020
Q3 | $329K | Sell |
5,715
-47
| -0.8% | -$2.71K | 0.04% | 410 |
|
|
2020
Q2 | $295K | Buy |
5,762
+1,125
| +24% | +$57.6K | 0.04% | 410 |
|
|
2020
Q1 | $232K | Sell |
4,637
-8,494
| -65% | -$425K | 0.04% | 395 |
|
|
2019
Q4 | $723K | Sell |
13,131
-2,251
| -15% | -$124K | 0.09% | 234 |
|
|
2019
Q3 | $851K | Sell |
15,382
-480
| -3% | -$26.6K | 0.14% | 162 |
|
|
2019
Q2 | $855K | Sell |
15,862
-3,915
| -20% | -$211K | 0.17% | 132 |
|
|
2019
Q1 | $988K | Buy |
19,777
+147
| +0.7% | +$7.34K | 0.19% | 87 |
|
|
2018
Q4 | $786K | Sell |
19,630
-120
| -0.6% | -$4.81K | 0.2% | 108 |
|
|
2018
Q3 | $848K | Buy |
19,750
+3,387
| +21% | +$145K | 0.13% | 155 |
|
|
2018
Q2 | $671K | Buy |
16,363
+1,834
| +13% | +$75.2K | 0.19% | 106 |
|
|
2018
Q1 | $606K | Buy |
14,529
+3,203
| +28% | +$134K | 0.18% | 121 |
|
|
2017
Q4 | $485K | Buy |
11,326
+319
| +3% | +$13.7K | 0.11% | 229 |
|
|
2017
Q3 | $448K | Buy |
+11,007
| New | +$448K | 0.1% | 220 |
|