Crestwood Advisors 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 | $5.03M | Buy |
74,603
+1,015
| +1% | +$68.5K | 0.09% | 133 |
|
2025
Q1 | $4.99M | Sell |
73,588
-2,855
| -4% | -$194K | 0.09% | 126 |
|
2024
Q4 | $4.57M | Sell |
76,443
-2,008
| -3% | -$120K | 0.09% | 130 |
|
2024
Q3 | $5.78M | Sell |
78,451
-708
| -0.9% | -$52.2K | 0.11% | 119 |
|
2024
Q2 | $5.18M | Sell |
79,159
-7,367
| -9% | -$482K | 0.11% | 117 |
|
2024
Q1 | $6.06M | Sell |
86,526
-350
| -0.4% | -$24.5K | 0.13% | 112 |
|
2023
Q4 | $6.29M | Sell |
86,876
-6,982
| -7% | -$506K | 0.15% | 109 |
|
2023
Q3 | $6.51M | Buy |
93,858
+84,227
| +875% | +$5.85M | 0.17% | 98 |
|
2023
Q2 | $703K | Buy |
9,631
+903
| +10% | +$65.9K | 0.02% | 162 |
|
2023
Q1 | $609K | Sell |
8,728
-142
| -2% | -$9.9K | 0.02% | 174 |
|
2022
Q4 | $591K | Sell |
8,870
-219
| -2% | -$14.6K | 0.02% | 171 |
|
2022
Q3 | $498K | Sell |
9,089
-455
| -5% | -$24.9K | 0.02% | 192 |
|
2022
Q2 | $593K | Sell |
9,544
-687
| -7% | -$42.7K | 0.02% | 181 |
|
2022
Q1 | $642K | Sell |
10,231
-9,071
| -47% | -$569K | 0.02% | 188 |
|
2021
Q4 | $1.28M | Buy |
19,302
+3,388
| +21% | +$225K | 0.03% | 149 |
|
2021
Q3 | $926K | Sell |
15,914
-141
| -0.9% | -$8.2K | 0.03% | 155 |
|
2021
Q2 | $1M | Buy |
16,055
+500
| +3% | +$31.2K | 0.03% | 154 |
|
2021
Q1 | $910K | Sell |
15,555
-48
| -0.3% | -$2.81K | 0.03% | 156 |
|
2020
Q4 | $912K | Buy |
15,603
+2,221
| +17% | +$130K | 0.03% | 148 |
|
2020
Q3 | $769K | Sell |
13,382
-25
| -0.2% | -$1.44K | 0.03% | 142 |
|
2020
Q2 | $685K | Sell |
13,407
-145
| -1% | -$7.41K | 0.03% | 143 |
|
2020
Q1 | $679K | Sell |
13,552
-2,395
| -15% | -$120K | 0.03% | 134 |
|
2019
Q4 | $878K | Sell |
15,947
-250
| -2% | -$13.8K | 0.03% | 141 |
|
2019
Q3 | $896K | Buy |
16,197
+1,060
| +7% | +$58.6K | 0.04% | 135 |
|
2019
Q2 | $816K | Buy |
15,137
+11,011
| +267% | +$594K | 0.04% | 139 |
|
2019
Q1 | $206K | Buy |
+4,126
| New | +$206K | 0.01% | 165 |
|
2017
Q2 | – | Sell |
-3,718
| Closed | -$163K | – | 325 |
|
2017
Q1 | $163K | Buy |
+3,718
| New | +$163K | 0.01% | 150 |
|
2015
Q3 | – | Sell |
-6,707
| Closed | -$276K | – | 152 |
|
2015
Q2 | $276K | Buy |
6,707
+4
| +0.1% | +$165 | 0.04% | 126 |
|
2015
Q1 | $242K | Sell |
6,703
-2,812
| -30% | -$102K | 0.03% | 129 |
|
2014
Q4 | $346K | Buy |
9,515
+304
| +3% | +$11.1K | 0.05% | 96 |
|
2014
Q3 | $316K | Buy |
9,211
+1,253
| +16% | +$43K | 0.05% | 92 |
|
2014
Q2 | $299K | Buy |
7,958
+818
| +11% | +$30.7K | 0.05% | 96 |
|
2014
Q1 | $247K | Sell |
7,140
-204
| -3% | -$7.06K | 0.04% | 110 |
|
2013
Q4 | $259K | Sell |
7,344
-1,779
| -20% | -$62.7K | 0.04% | 112 |
|
2013
Q3 | $287K | Sell |
9,123
-898
| -9% | -$28.3K | 0.05% | 102 |
|
2013
Q2 | $286K | Buy |
+10,021
| New | +$286K | 0.05% | 104 |
|