Capital Planning Advisors’s Mondelez International MDLZ Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-2,924	Closed	-$215K	–	142
2024 Q3	$215K	Buy	+2,924	New	+$206K	0.03%	136
2024 Q2	–	Sell	-2,941	Closed	-$206K	–	143
2024 Q1	$206K	Buy	2,941 +16	+0.5%	+$1.17K	0.04%	139
2023 Q4	$212K	Sell	2,925 -421	-13%	-$28.9K	0.04%	131
2023 Q3	$232K	Hold	3,346	–	–	0.05%	113
2023 Q2	$244K	Hold	3,346	–	–	0.05%	120
2023 Q1	$233K	Buy	+3,346	New	+$222K	0.05%	117
2022 Q3	–	Sell	-3,516	Closed	-$218K	–	131
2022 Q2	$218K	Sell	3,516 -137	-4%	-$8.65K	0.06%	122
2022 Q1	$229K	Buy	3,653 +182	+5%	+$11.8K	0.05%	152
2021 Q4	$230K	Sell	3,471 -90	-3%	-$5.55K	0.04%	148
2021 Q3	$207K	Hold	3,561	–	–	0.04%	143
2021 Q2	$222K	Buy	+3,561	New	+$219K	0.05%	142
2017 Q2	–	Sell	-4,786	Closed	-$206K	–	142
2017 Q1	$206K	Hold	4,786	–	–	0.1%	130
2016 Q4	$212K	Buy	4,786 +30	+0.6%	+$1.29K	0.11%	93
2016 Q3	$209K	Hold	4,756	–	–	0.11%	92
2016 Q2	$216K	Buy	+4,756	New	+$207K	0.12%	95
2016 Q1	–	Sell	-4,756	Closed	-$213K	–	104
2015 Q4	$213K	Buy	+4,756	New	+$213K	0.12%	97