Center for Financial Planning’s Mondelez International MDLZ Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $369K | Hold |
5,470
| – | – | 0.04% | 127 |
|
2025
Q1 | $371K | Hold |
5,470
| – | – | 0.05% | 118 |
|
2024
Q4 | $327K | Hold |
5,470
| – | – | 0.04% | 120 |
|
2024
Q3 | $403K | Hold |
5,470
| – | – | 0.05% | 106 |
|
2024
Q2 | $358K | Hold |
5,470
| – | – | 0.05% | 108 |
|
2024
Q1 | $383K | Hold |
5,470
| – | – | 0.06% | 107 |
|
2023
Q4 | $396K | Hold |
5,470
| – | – | 0.07% | 98 |
|
2023
Q3 | $380K | Sell |
5,470
-49
| -0.9% | -$3.4K | 0.08% | 91 |
|
2023
Q2 | $403K | Buy |
5,519
+49
| +0.9% | +$3.57K | 0.08% | 89 |
|
2023
Q1 | $381K | Sell |
5,470
-7
| -0.1% | -$488 | 0.09% | 91 |
|
2022
Q4 | $365K | Hold |
5,477
| – | – | 0.09% | 92 |
|
2022
Q3 | $300K | Buy |
5,477
+2,721
| +99% | +$149K | 0.08% | 96 |
|
2022
Q2 | $171K | Sell |
2,756
-6
| -0.2% | -$372 | 0.04% | 129 |
|
2022
Q1 | $173K | Hold |
2,762
| – | – | 0.04% | 141 |
|
2021
Q4 | $183K | Buy |
2,762
+13
| +0.5% | +$861 | 0.04% | 136 |
|
2021
Q3 | $160K | Hold |
2,749
| – | – | 0.04% | 139 |
|
2021
Q2 | $172K | Hold |
2,749
| – | – | 0.04% | 138 |
|
2021
Q1 | $161K | Hold |
2,749
| – | – | 0.04% | 139 |
|
2020
Q4 | $161K | Hold |
2,749
| – | – | 0.05% | 128 |
|
2020
Q3 | $158K | Hold |
2,749
| – | – | 0.05% | 127 |
|
2020
Q2 | $141K | Sell |
2,749
-2,259
| -45% | -$116K | 0.05% | 129 |
|
2020
Q1 | $251K | Sell |
5,008
-2,186
| -30% | -$110K | 0.08% | 97 |
|
2019
Q4 | $396K | Buy |
+7,194
| New | +$396K | 0.1% | 81 |
|