CIA
Choate Investment Advisors’s Mondelez International MDLZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $494K | Sell |
7,302
-652
| -8% | -$44.1K | 0.01% | 271 |
|
|
2025
Q1 | $541K | Sell |
7,954
-3,382
| -30% | -$230K | 0.01% | 246 |
|
|
2024
Q4 | $678K | Buy |
11,336
+3,853
| +51% | +$231K | 0.02% | 233 |
|
|
2024
Q3 | $552K | Buy |
7,483
+18
| +0.2% | +$1.33K | 0.01% | 254 |
|
|
2024
Q2 | $489K | Sell |
7,465
-2,475
| -25% | -$162K | 0.01% | 255 |
|
|
2024
Q1 | $696K | Buy |
9,940
+185
| +2% | +$13K | 0.02% | 237 |
|
|
2023
Q4 | $707K | Buy |
9,755
+139
| +1% | +$10.1K | 0.02% | 219 |
|
|
2023
Q3 | $667K | Buy |
9,616
+1,277
| +15% | +$88.6K | 0.03% | 211 |
|
|
2023
Q2 | $608K | Buy |
8,339
+1,283
| +18% | +$93.6K | 0.03% | 188 |
|
|
2023
Q1 | $492K | Buy |
7,056
+562
| +9% | +$39.2K | 0.02% | 184 |
|
|
2022
Q4 | $433K | Hold |
6,494
| – | – | 0.03% | 194 |
|
|
2022
Q3 | $356K | Sell |
6,494
-412
| -6% | -$22.6K | 0.02% | 191 |
|
|
2022
Q2 | $428K | Hold |
6,906
| – | – | 0.03% | 180 |
|
|
2022
Q1 | $433K | Sell |
6,906
-63
| -0.9% | -$3.95K | 0.02% | 206 |
|
|
2021
Q4 | $462K | Buy |
6,969
+62
| +0.9% | +$4.11K | 0.03% | 192 |
|
|
2021
Q3 | $402K | Sell |
6,907
-256
| -4% | -$14.9K | 0.03% | 195 |
|
|
2021
Q2 | $447K | Sell |
7,163
-289
| -4% | -$18K | 0.03% | 186 |
|
|
2021
Q1 | $436K | Sell |
7,452
-85
| -1% | -$4.97K | 0.03% | 188 |
|
|
2020
Q4 | $441K | Sell |
7,537
-283
| -4% | -$16.6K | 0.03% | 175 |
|
|
2020
Q3 | $449K | Sell |
7,820
-1,229
| -14% | -$70.6K | 0.03% | 166 |
|
|
2020
Q2 | $463K | Hold |
9,049
| – | – | 0.03% | 156 |
|
|
2020
Q1 | $453K | Hold |
9,049
| – | – | 0.04% | 156 |
|
|
2019
Q4 | $498K | Sell |
9,049
-200
| -2% | -$11K | 0.03% | 159 |
|
|
2019
Q3 | $512K | Sell |
9,249
-880
| -9% | -$48.7K | 0.03% | 156 |
|
|
2019
Q2 | $546K | Buy |
10,129
+1,270
| +14% | +$68.5K | 0.03% | 151 |
|
|
2019
Q1 | $442K | Buy |
8,859
+3,100
| +54% | +$155K | 0.03% | 172 |
|
|
2018
Q4 | $231K | Sell |
5,759
-153
| -3% | -$6.14K | 0.01% | 205 |
|
|
2018
Q3 | $254K | Sell |
5,912
-110
| -2% | -$4.73K | 0.01% | 181 |
|
|
2018
Q2 | $247K | Sell |
6,022
-3,131
| -34% | -$128K | 0.01% | 207 |
|
|
2018
Q1 | $382K | Sell |
9,153
-120
| -1% | -$5.01K | 0.02% | 185 |
|
|
2017
Q4 | $397K | Sell |
9,273
-171
| -2% | -$7.32K | 0.02% | 188 |
|
|
2017
Q3 | $384K | Sell |
9,444
-827
| -8% | -$33.6K | 0.02% | 191 |
|
|
2017
Q2 | $444K | Sell |
10,271
-159
| -2% | -$6.87K | 0.03% | 175 |
|
|
2017
Q1 | $449K | Buy |
10,430
+41
| +0.4% | +$1.77K | 0.03% | 172 |
|
|
2016
Q4 | $461K | Buy |
10,389
+319
| +3% | +$14.1K | 0.03% | 164 |
|
|
2016
Q3 | $442K | Buy |
10,070
+3,040
| +43% | +$133K | 0.03% | 164 |
|
|
2016
Q2 | $320K | Buy |
7,030
+384
| +6% | +$17.5K | 0.02% | 184 |
|
|
2016
Q1 | $267K | Buy |
6,646
+998
| +18% | +$40K | 0.02% | 207 |
|
|
2015
Q4 | $205K | Sell |
5,648
-1,790
| -24% | -$65K | 0.01% | 249 |
|
|
2015
Q3 | $311K | Buy |
7,438
+1,875
| +34% | +$78.5K | 0.02% | 198 |
|
|
2015
Q2 | $229K | Sell |
5,563
-85
| -2% | -$3.5K | 0.01% | 228 |
|
|
2015
Q1 | $204K | Hold |
5,648
| – | – | 0.01% | 244 |
|
|
2014
Q4 | $205K | Sell |
5,648
-6,281
| -53% | -$228K | 0.01% | 251 |
|
|
2014
Q3 | $409K | Sell |
11,929
-3,000
| -20% | -$103K | 0.02% | 187 |
|
|
2014
Q2 | $561K | Buy |
14,929
+2,308
| +18% | +$86.8K | 0.03% | 168 |
|
|
2014
Q1 | $436K | Sell |
12,621
-568
| -4% | -$19.6K | 0.03% | 189 |
|
|
2013
Q4 | $466K | Hold |
13,189
| – | – | 0.03% | 183 |
|
|
2013
Q3 | $414K | Buy |
13,189
+696
| +6% | +$21.9K | 0.03% | 182 |
|
|
2013
Q2 | $356K | Buy |
+12,493
| New | +$356K | 0.03% | 195 |
|