Coastal Bridge Advisors’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 | $1.03M | Buy |
+15,229
| New | +$1.03M | 0.08% | 208 |
|
|
2025
Q1 | – | Sell |
-3,659
| Closed | -$219K | – | 344 |
|
|
2024
Q4 | $219K | Buy |
3,659
+10
| +0.3% | +$597 | 0.06% | 147 |
|
|
2024
Q3 | $269K | Buy |
3,649
+8
| +0.2% | +$589 | 0.07% | 133 |
|
|
2024
Q2 | $238K | Buy |
3,641
+9
| +0.2% | +$589 | 0.06% | 137 |
|
|
2024
Q1 | $254K | Buy |
3,632
+8
| +0.2% | +$560 | 0.06% | 134 |
|
|
2023
Q4 | $262K | Buy |
3,624
+9
| +0.2% | +$652 | 0.07% | 130 |
|
|
2023
Q3 | $251K | Buy |
3,615
+7
| +0.2% | +$486 | 0.07% | 122 |
|
|
2023
Q2 | $263K | Buy |
3,608
+264
| +8% | +$19.3K | 0.06% | 117 |
|
|
2023
Q1 | $233K | Buy |
3,344
+7
| +0.2% | +$488 | 0.06% | 132 |
|
|
2022
Q4 | $222K | Buy |
+3,337
| New | +$222K | 0.06% | 134 |
|
|
2022
Q3 | – | Sell |
-3,504
| Closed | -$218K | – | 181 |
|
|
2022
Q2 | $218K | Buy |
3,504
+8
| +0.2% | +$498 | 0.07% | 128 |
|
|
2022
Q1 | $220K | Sell |
3,496
-3,452
| -50% | -$217K | 0.05% | 142 |
|
|
2021
Q4 | $433K | Buy |
6,948
+3,467
| +100% | +$216K | 0.09% | 117 |
|
|
2021
Q3 | $203K | Buy |
3,481
+7
| +0.2% | +$408 | 0.05% | 133 |
|
|
2021
Q2 | $217K | Buy |
3,474
+7
| +0.2% | +$437 | 0.04% | 129 |
|
|
2021
Q1 | $203K | Buy |
3,467
+8
| +0.2% | +$468 | 0.04% | 134 |
|
|
2020
Q4 | $202K | Buy |
+3,459
| New | +$202K | 0.04% | 127 |
|
|
2019
Q4 | – | Sell |
-3,882
| Closed | -$215K | – | 142 |
|
|
2019
Q3 | $215K | Buy |
+3,882
| New | +$215K | 0.07% | 124 |
|