Empirical Wealth Management’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
$480K Sell
7,124
-1,324
-16% -$89.3K 0.01% 425
2025
Q1
$573K Buy
8,448
+455
+6% +$30.9K 0.01% 383
2024
Q4
$477K Buy
7,993
+965
+14% +$57.6K 0.01% 390
2024
Q3
$518K Sell
7,028
-703
-9% -$51.8K 0.01% 361
2024
Q2
$506K Buy
7,731
+591
+8% +$38.7K 0.02% 357
2024
Q1
$500K Sell
7,140
-468
-6% -$32.8K 0.02% 342
2023
Q4
$551K Sell
7,608
-790
-9% -$57.2K 0.02% 307
2023
Q3
$583K Buy
8,398
+139
+2% +$9.65K 0.02% 284
2023
Q2
$602K Sell
8,259
-2,313
-22% -$169K 0.02% 279
2023
Q1
$737K Sell
10,572
-736
-7% -$51.3K 0.03% 266
2022
Q4
$754K Sell
11,308
-2,041
-15% -$136K 0.04% 250
2022
Q3
$732K Buy
13,349
+992
+8% +$54.4K 0.04% 234
2022
Q2
$767K Sell
12,357
-16,537
-57% -$1.03M 0.04% 237
2022
Q1
$1.81M Buy
28,894
+10,283
+55% +$646K 0.09% 142
2021
Q4
$1.23M Buy
18,611
+10,386
+126% +$689K 0.06% 180
2021
Q3
$479K Sell
8,225
-320
-4% -$18.6K 0.03% 306
2021
Q2
$534K Buy
8,545
+56
+0.7% +$3.5K 0.03% 290
2021
Q1
$497K Sell
8,489
-995
-10% -$58.3K 0.04% 249
2020
Q4
$555K Buy
9,484
+653
+7% +$38.2K 0.04% 234
2020
Q3
$507K Buy
8,831
+1,200
+16% +$68.9K 0.04% 210
2020
Q2
$390K Sell
7,631
-82
-1% -$4.19K 0.04% 243
2020
Q1
$386K Buy
7,713
+924
+14% +$46.2K 0.04% 216
2019
Q4
$374K Buy
6,789
+692
+11% +$38.1K 0.04% 222
2019
Q3
$337K Hold
6,097
0.04% 217
2019
Q2
$329K Buy
6,097
+364
+6% +$19.6K 0.04% 194
2019
Q1
$286K Sell
5,733
-132
-2% -$6.59K 0.04% 186
2018
Q4
$235K Sell
5,865
-109
-2% -$4.37K 0.04% 175
2018
Q3
$257K Sell
5,974
-938
-14% -$40.4K 0.05% 175
2018
Q2
$283K Buy
6,912
+2,025
+41% +$82.9K 0.05% 156
2018
Q1
$204K Buy
4,887
+93
+2% +$3.88K 0.04% 164
2017
Q4
$205K Buy
+4,794
New +$205K 0.04% 145