Chicago Partners Investment Group’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 | $784K | Buy |
11,174
+2,599
| +30% | +$182K | 0.02% | 455 |
|
|
2025
Q1 | $576K | Buy |
8,575
+1,410
| +20% | +$94.7K | 0.02% | 481 |
|
|
2024
Q4 | $418K | Sell |
7,165
-211
| -3% | -$12.3K | 0.01% | 555 |
|
|
2024
Q3 | $520K | Buy |
7,376
+1,810
| +33% | +$128K | 0.02% | 481 |
|
|
2024
Q2 | $373K | Buy |
5,566
+302
| +6% | +$20.2K | 0.01% | 541 |
|
|
2024
Q1 | $372K | Sell |
5,264
-6
| -0.1% | -$424 | 0.02% | 515 |
|
|
2023
Q4 | $390K | Sell |
5,270
-107
| -2% | -$7.91K | 0.02% | 480 |
|
|
2023
Q3 | $344K | Sell |
5,377
-539
| -9% | -$34.5K | 0.02% | 483 |
|
|
2023
Q2 | $446K | Sell |
5,916
-51
| -0.9% | -$3.84K | 0.02% | 441 |
|
|
2023
Q1 | $428K | Buy |
5,967
+68
| +1% | +$4.88K | 0.03% | 423 |
|
|
2022
Q4 | $384K | Buy |
5,899
+797
| +16% | +$51.9K | 0.02% | 433 |
|
|
2022
Q3 | $329K | Buy |
5,102
+345
| +7% | +$22.2K | 0.02% | 420 |
|
|
2022
Q2 | $305K | Sell |
4,757
-253
| -5% | -$16.2K | 0.02% | 436 |
|
|
2022
Q1 | $305K | Buy |
5,010
+248
| +5% | +$15.1K | 0.02% | 417 |
|
|
2021
Q4 | $315K | Sell |
4,762
-8
| -0.2% | -$529 | 0.02% | 430 |
|
|
2021
Q3 | $298K | Buy |
4,770
+542
| +13% | +$33.9K | 0.02% | 448 |
|
|
2021
Q2 | $274K | Buy |
4,228
+341
| +9% | +$22.1K | 0.02% | 444 |
|
|
2021
Q1 | $228K | Sell |
3,887
-230
| -6% | -$13.5K | 0.02% | 460 |
|
|
2020
Q4 | $232K | Hold |
4,117
| – | – | 0.02% | 408 |
|
|
2020
Q3 | $224K | Buy |
+4,117
| New | +$224K | 0.03% | 371 |
|
|
2018
Q4 | – | Sell |
-3,954
| Closed | -$159K | – | 667 |
|
|
2018
Q3 | $159K | Buy |
3,954
+20
| +0.5% | +$804 | 0.02% | 337 |
|
|
2018
Q2 | $161K | Buy |
3,934
+1,963
| +100% | +$80.3K | 0.03% | 315 |
|
|
2018
Q1 | $82K | Buy |
1,971
+70
| +4% | +$2.91K | 0.01% | 379 |
|
|
2017
Q4 | $81K | Hold |
1,901
| – | – | 0.01% | 383 |
|
|
2017
Q3 | $77K | Sell |
1,901
-1,700
| -47% | -$68.9K | 0.01% | 378 |
|
|
2017
Q2 | $157K | Buy |
3,601
+3,434
| +2,056% | +$150K | 0.04% | 231 |
|
|
2017
Q1 | $7K | Sell |
167
-79
| -32% | -$3.31K | ﹤0.01% | 477 |
|
|
2016
Q4 | $11K | Buy |
246
+79
| +47% | +$3.53K | ﹤0.01% | 425 |
|
|
2016
Q3 | $7K | Hold |
167
| – | – | ﹤0.01% | 440 |
|
|
2016
Q2 | $8K | Hold |
167
| – | – | ﹤0.01% | 376 |
|
|
2016
Q1 | $7K | Hold |
167
| – | – | ﹤0.01% | 370 |
|
|
2015
Q4 | $7K | Hold |
167
| – | – | ﹤0.01% | 426 |
|
|
2015
Q3 | $7K | Hold |
167
| – | – | ﹤0.01% | 364 |
|
|
2015
Q2 | $7K | Buy |
167
+1
| +0.6% | +$42 | ﹤0.01% | 375 |
|
|
2015
Q1 | $6K | Sell |
166
-104
| -39% | -$3.76K | ﹤0.01% | 408 |
|
|
2014
Q4 | $10K | Buy |
+270
| New | +$10K | ﹤0.01% | 367 |
|