Creative 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 | $29.9M | Buy |
443,878
+34,717
| +8% | +$2.34M | 0.03% | 252 |
|
|
2025
Q1 | $27.8M | Buy |
409,161
+66,721
| +19% | +$4.53M | 0.03% | 253 |
|
|
2024
Q4 | $20.5M | Sell |
342,440
-786
| -0.2% | -$46.9K | 0.02% | 291 |
|
|
2024
Q3 | $25.3M | Buy |
343,226
+15,845
| +5% | +$1.17M | 0.03% | 239 |
|
|
2024
Q2 | $21.4M | Sell |
327,381
-145,855
| -31% | -$9.54M | 0.02% | 250 |
|
|
2024
Q1 | $33.1M | Buy |
473,236
+13,433
| +3% | +$940K | 0.04% | 182 |
|
|
2023
Q4 | $33.3M | Sell |
459,803
-177,592
| -28% | -$12.9M | 0.06% | 172 |
|
|
2023
Q3 | $44.2M | Buy |
637,395
+162,864
| +34% | +$11.3M | 0.06% | 136 |
|
|
2023
Q2 | $34.6M | Buy |
474,531
+18,286
| +4% | +$1.33M | 0.05% | 156 |
|
|
2023
Q1 | $31.8M | Sell |
456,245
-1,234
| -0.3% | -$86K | 0.05% | 156 |
|
|
2022
Q4 | $30.5M | Buy |
457,479
+10,518
| +2% | +$701K | 0.05% | 155 |
|
|
2022
Q3 | $24.5M | Sell |
446,961
-13,607
| -3% | -$746K | 0.04% | 160 |
|
|
2022
Q2 | $28.6M | Sell |
460,568
-1,819
| -0.4% | -$113K | 0.05% | 153 |
|
|
2022
Q1 | $29M | Buy |
462,387
+246,684
| +114% | +$15.5M | 0.05% | 155 |
|
|
2021
Q4 | $14.3M | Sell |
215,703
-2,235
| -1% | -$148K | 0.02% | 229 |
|
|
2021
Q3 | $12.7M | Buy |
217,938
+7,134
| +3% | +$415K | 0.02% | 231 |
|
|
2021
Q2 | $13.2M | Buy |
210,804
+5,232
| +3% | +$327K | 0.02% | 222 |
|
|
2021
Q1 | $12M | Buy |
205,572
+3,761
| +2% | +$220K | 0.02% | 240 |
|
|
2020
Q4 | $11.8M | Buy |
201,811
+9,737
| +5% | +$569K | 0.03% | 224 |
|
|
2020
Q3 | $11M | Sell |
192,074
-2,348
| -1% | -$135K | 0.03% | 190 |
|
|
2020
Q2 | $9.94M | Sell |
194,422
-2,334
| -1% | -$119K | 0.03% | 190 |
|
|
2020
Q1 | $9.85M | Sell |
196,756
-12,506
| -6% | -$626K | 0.03% | 175 |
|
|
2019
Q4 | $11.5M | Sell |
209,262
-7,235
| -3% | -$398K | 0.03% | 169 |
|
|
2019
Q3 | $12M | Buy |
216,497
+7,489
| +4% | +$414K | 0.04% | 159 |
|
|
2019
Q2 | $11.3M | Sell |
209,008
-4,514
| -2% | -$243K | 0.04% | 166 |
|
|
2019
Q1 | $10.7M | Sell |
213,522
-8,385
| -4% | -$419K | 0.04% | 157 |
|
|
2018
Q4 | $8.88M | Buy |
221,907
+16,420
| +8% | +$657K | 0.04% | 162 |
|
|
2018
Q3 | $8.83M | Buy |
205,487
+1,121
| +0.5% | +$48.2K | 0.03% | 180 |
|
|
2018
Q2 | $8.38M | Sell |
204,366
-7,621
| -4% | -$312K | 0.03% | 175 |
|
|
2018
Q1 | $8.85M | Buy |
211,987
+11,508
| +6% | +$480K | 0.04% | 159 |
|
|
2017
Q4 | $8.58M | Buy |
200,479
+16,423
| +9% | +$703K | 0.04% | 159 |
|
|
2017
Q3 | $7.48M | Sell |
184,056
-635
| -0.3% | -$25.8K | 0.03% | 176 |
|
|
2017
Q2 | $7.98M | Sell |
184,691
-1,518
| -0.8% | -$65.6K | 0.04% | 162 |
|
|
2017
Q1 | $8.02M | Sell |
186,209
-1,999
| -1% | -$86.1K | 0.04% | 159 |
|
|
2016
Q4 | $8.34M | Buy |
188,208
+8,116
| +5% | +$360K | 0.05% | 151 |
|
|
2016
Q3 | $7.91M | Buy |
180,092
+38,001
| +27% | +$1.67M | 0.05% | 150 |
|
|
2016
Q2 | $6.47M | Buy |
142,091
+7,237
| +5% | +$329K | 0.05% | 143 |
|
|
2016
Q1 | $5.41M | Buy |
134,854
+955
| +0.7% | +$38.3K | 0.04% | 154 |
|
|
2015
Q4 | $6M | Buy |
133,899
+1,879
| +1% | +$84.3K | 0.05% | 145 |
|
|
2015
Q3 | $5.53M | Buy |
132,020
+12,132
| +10% | +$508K | 0.05% | 152 |
|
|
2015
Q2 | $4.93M | Buy |
119,888
+10,100
| +9% | +$415K | 0.04% | 148 |
|
|
2015
Q1 | $3.96M | Buy |
109,788
+9,589
| +10% | +$346K | 0.04% | 175 |
|
|
2014
Q4 | $3.64M | Buy |
100,199
+2,411
| +2% | +$87.6K | 0.04% | 173 |
|
|
2014
Q3 | $3.35M | Buy |
97,788
+9,749
| +11% | +$334K | 0.04% | 169 |
|
|
2014
Q2 | $3.31M | Buy |
88,039
+12,123
| +16% | +$456K | 0.04% | 159 |
|
|
2014
Q1 | $2.62M | Sell |
75,916
-2,302
| -3% | -$79.5K | 0.04% | 163 |
|
|
2013
Q4 | $2.76M | Buy |
78,218
+9,645
| +14% | +$340K | 0.05% | 142 |
|
|
2013
Q3 | $2.16M | Buy |
68,573
+1,652
| +2% | +$51.9K | 0.04% | 136 |
|
|
2013
Q2 | $1.91M | Buy |
+66,921
| New | +$1.91M | 0.04% | 138 |
|