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BOPW
Brandywine Oak Private Wealth’s
Mondelez International
MDLZ
Stock Holding History
Brandywine Oak Private Wealth’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
2024
Q4
–
Sell
-2,860
Closed
-$211K
–
241
2024
Q3
$211K
Buy
+2,860
New
+$201K
0.02%
229
2024
Q2
–
Sell
-2,860
Closed
-$200K
–
236
2024
Q1
$200K
Sell
2,860
-3
-0.1%
-$219
0.02%
234
2023
Q4
$207K
Sell
2,863
-108
-4%
-$7.4K
0.02%
222
2023
Q3
$206K
Sell
2,971
-1
-0%
-$72
0.02%
225
2023
Q2
$217K
Sell
2,972
-71
-2%
-$5.25K
0.02%
230
2023
Q1
$212K
Sell
3,043
-195
-6%
-$12.9K
0.02%
240
2022
Q4
$216K
Sell
3,238
-651
-17%
-$41.2K
0.03%
235
2022
Q3
$213K
Sell
3,889
-276
-7%
-$17.1K
0.03%
276
2022
Q2
$258K
Sell
4,165
-2
-0%
-$126
0.03%
270
2022
Q1
$261K
Sell
4,167
-896
-18%
-$58.3K
0.03%
287
2021
Q4
$335K
Sell
5,063
-1,301
-20%
-$80.3K
0.04%
240
2021
Q3
$370K
Sell
6,364
-107
-2%
-$6.66K
0.04%
223
2021
Q2
$404K
Buy
+6,471
New
+$399K
0.05%
208
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1-Year Est. Return
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1-Year Est. Return
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$2.9T AUM
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1-Year Est. Return
Capital Research Global Investors
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$645B AUM
30.41%
1-Year Est. Return
Geode Capital Management
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$1.61T AUM
30.72%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$431B AUM
30.22%
1-Year Est. Return
Norges Bank
Oslo, Norway
$935B AUM
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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