Caldwell Trust’s Mondelez International MDLZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.16M | Sell |
17,245
-2,661
|
|
||||
|
2025
Q1 | $1.35M | Buy |
19,906
+5,885
|
|
||||
|
2024
Q4 | $837K | Sell |
14,021
-320
|
|
||||
|
2024
Q3 | $1.06M | Buy |
14,341
+363
|
|
||||
|
2024
Q2 | $915K | Buy |
13,978
+198
|
|
||||
|
2024
Q1 | $965K | Sell |
13,780
-528
|
|
||||
|
2023
Q4 | $1.04M | Sell |
14,308
-95
|
|
||||
|
2023
Q3 | $1,000K | Hold |
14,403
|
|
||||
|
2023
Q2 | $1.05M | Sell |
14,403
-143
|
|
||||
|
2023
Q1 | $1.01M | Sell |
14,546
-390
|
|
||||
|
2022
Q4 | $995K | Sell |
14,936
-949
|
|
||||
|
2022
Q3 | $871K | Buy |
15,885
+594
|
|
||||
|
2022
Q2 | $949K | Sell |
15,291
-84
|
|
||||
|
2022
Q1 | $965K | Hold |
15,375
|
|
||||
|
2021
Q4 | $1.02M | Buy |
15,375
+583
|
|
||||
|
2021
Q3 | $861K | Sell |
14,792
-272
|
|
||||
|
2021
Q2 | $941K | Buy |
15,064
+1,349
|
|
||||
|
2021
Q1 | $803K | Sell |
13,715
-620
|
|
||||
|
2020
Q4 | $838K | Sell |
14,335
-218
|
|
||||
|
2020
Q3 | $836K | Sell |
14,553
-1,104
|
|
||||
|
2020
Q2 | $801K | Sell |
15,657
-221
|
|
||||
|
2020
Q1 | $795K | Sell |
15,878
-802
|
|
||||
|
2019
Q4 | $919K | Buy |
+16,680
|
|