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