Capital Wealth Planning’s Mondelez International MDLZ Stock Holding History

Capital Wealth Planning’s Portfolio MDLZ Stock Details MDLZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-10,071	Closed	-$742K	–	147
2024 Q3	$742K	Buy	10,071 +521	+5%	+$38.4K	0.01%	101
2024 Q2	$625K	Buy	9,550 +600	+7%	+$39.3K	0.01%	102
2024 Q1	$627K	Buy	+8,950	New	+$627K	0.01%	105
2023 Q4	–	Sell	-7,935	Closed	-$551K	–	153
2023 Q3	$551K	Buy	7,935 +769	+11%	+$53.4K	0.01%	100
2023 Q2	$523K	Buy	+7,166	New	+$523K	0.01%	95
2022 Q1	–	Sell	-3,900	Closed	-$259K	–	106
2021 Q4	$259K	Buy	3,900 +65	+2%	+$4.32K	0.01%	89
2021 Q3	$223K	Hold	3,835	–	–	0.01%	102
2021 Q2	$239K	Buy	3,835 +290	+8%	+$18.1K	0.01%	111
2021 Q1	$207K	Buy	+3,545	New	+$207K	0.01%	123
2020 Q4	–	Sell	-32,672	Closed	-$1.88M	–	113
2020 Q3	$1.88M	Sell	32,672 -24,719	-43%	-$1.42M	0.09%	38
2020 Q2	$2.94M	Sell	57,391 -808,613	-93%	-$41.4M	0.17%	32
2020 Q1	$43.4M	Buy	866,004 +39,284	+5%	+$1.97M	2.73%	19
2019 Q4	$45.5M	Buy	826,720 +51,884	+7%	+$2.86M	2.69%	20
2019 Q3	$41.1M	Buy	774,836 +112,272	+17%	+$5.95M	2.61%	19
2019 Q2	$35.7M	Buy	662,564 +619,344	+1,433%	+$33.4M	2.59%	17
2019 Q1	$2.16M	Buy	+43,220	New	+$2.16M	1.41%	18
2017 Q4	–	Sell	-5,311	Closed	-$216K	–	132
2017 Q3	$216K	Hold	5,311	–	–	0.17%	64
2017 Q2	$229K	Hold	5,311	–	–	0.04%	91
2017 Q1	$229K	Hold	5,311	–	–	0.19%	58
2016 Q4	$235K	Sell	5,311 -8,189	-61%	-$362K	0.21%	57
2016 Q3	$593K	Hold	13,500	–	–	0.46%	32
2016 Q2	$609K	Hold	13,500	–	–	0.46%	38
2016 Q1	$542K	Sell	13,500 -31,240	-70%	-$1.25M	0.39%	43
2015 Q4	$2.01M	Buy	44,740 +13,970	+45%	+$626K	1.84%	12
2015 Q3	$1.3M	Buy	30,770 +10,870	+55%	+$459K	1.04%	28
2015 Q2	$818K	Hold	19,900	–	–	0.49%	47
2015 Q1	$718K	Hold	19,900	–	–	0.37%	56
2014 Q4	$722K	Sell	19,900 -129	-0.6%	-$4.68K	0.34%	60
2014 Q3	$686K	Hold	20,029	–	–	0.28%	65
2014 Q2	$754K	Hold	20,029	–	–	0.28%	63
2014 Q1	$692K	Buy	+20,029	New	+$692K	0.3%	59