Buckley Wealth 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
Q1 | – | Sell |
-10,512
| Closed | -$628K | – | 101 |
|
|
2024
Q4 | $628K | Buy |
10,512
+271
| +3% | +$16.2K | 0.19% | 78 |
|
|
2024
Q3 | $754K | Buy |
10,241
+186
| +2% | +$13.7K | 0.23% | 70 |
|
|
2024
Q2 | $658K | Sell |
10,055
-26
| -0.3% | -$1.7K | 0.21% | 71 |
|
|
2024
Q1 | $706K | Sell |
10,081
-342
| -3% | -$23.9K | 0.23% | 73 |
|
|
2023
Q4 | $755K | Sell |
10,423
-210
| -2% | -$15.2K | 0.26% | 70 |
|
|
2023
Q3 | $738K | Sell |
10,633
-3,005
| -22% | -$209K | 0.28% | 67 |
|
|
2023
Q2 | $995K | Buy |
13,638
+1,516
| +13% | +$111K | 0.34% | 55 |
|
|
2023
Q1 | $845K | Buy |
12,122
+1,115
| +10% | +$77.7K | 0.31% | 61 |
|
|
2022
Q4 | $734K | Buy |
11,007
+113
| +1% | +$7.53K | 0.27% | 66 |
|
|
2022
Q3 | $597K | Sell |
10,894
-3,766
| -26% | -$206K | 0.22% | 76 |
|
|
2022
Q2 | $910K | Sell |
14,660
-597
| -4% | -$37.1K | 0.29% | 61 |
|
|
2022
Q1 | $958K | Buy |
15,257
+4,808
| +46% | +$302K | 0.26% | 71 |
|
|
2021
Q4 | $693K | Buy |
10,449
+1,100
| +12% | +$73K | 0.2% | 88 |
|
|
2021
Q3 | $544K | Buy |
9,349
+688
| +8% | +$40K | 0.18% | 86 |
|
|
2021
Q2 | $541K | Buy |
8,661
+178
| +2% | +$11.1K | 0.19% | 84 |
|
|
2021
Q1 | $496K | Buy |
8,483
+975
| +13% | +$57K | 0.18% | 83 |
|
|
2020
Q4 | $439K | Buy |
7,508
+120
| +2% | +$7.02K | 0.18% | 85 |
|
|
2020
Q3 | $424K | Sell |
7,388
-3,723
| -34% | -$214K | 0.19% | 82 |
|
|
2020
Q2 | $568K | Sell |
11,111
-63
| -0.6% | -$3.22K | 0.26% | 74 |
|
|
2020
Q1 | $560K | Buy |
11,174
+4,038
| +57% | +$202K | 0.3% | 66 |
|
|
2019
Q4 | $393K | Buy |
7,136
+239
| +3% | +$13.2K | 0.18% | 94 |
|
|
2019
Q3 | $382K | Sell |
6,897
-1,753
| -20% | -$97.1K | 0.19% | 96 |
|
|
2019
Q2 | $466K | Sell |
8,650
-610
| -7% | -$32.9K | 0.22% | 88 |
|
|
2019
Q1 | $462K | Sell |
9,260
-547
| -6% | -$27.3K | 0.22% | 93 |
|
|
2018
Q4 | $393K | Sell |
9,807
-1,385
| -12% | -$55.5K | 0.2% | 99 |
|
|
2018
Q3 | $481K | Buy |
11,192
+3
| +0% | +$129 | 0.21% | 97 |
|
|
2018
Q2 | $459K | Buy |
11,189
+814
| +8% | +$33.4K | 0.22% | 95 |
|
|
2018
Q1 | $433K | Buy |
10,375
+661
| +7% | +$27.6K | 0.21% | 103 |
|
|
2017
Q4 | $416K | Buy |
+9,714
| New | +$416K | 0.21% | 109 |
|