EP Wealth Advisors’s Mondelez International MDLZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.09M | Buy |
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|
2025
Q1 | $1.97M | Buy |
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|
2024
Q4 | $1.58M | Sell |
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|
2024
Q3 | $1.99M | Buy |
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|
2024
Q2 | $1.6M | Buy |
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|
2024
Q1 | $1.58M | Buy |
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|
2023
Q4 | $1.54M | Buy |
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|
2023
Q3 | $1.33M | Buy |
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|
2023
Q2 | $1.34M | Sell |
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|
2023
Q1 | $7.26M | Buy |
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|
2022
Q4 | $1.07M | Sell |
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|
2022
Q3 | $946K | Sell |
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|
2022
Q2 | $1.29M | Buy |
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|
2022
Q1 | $824K | Buy |
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|
2021
Q4 | $822K | Buy |
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|
2021
Q3 | $715K | Sell |
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|
2021
Q2 | $779K | Buy |
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|
2021
Q1 | $653K | Sell |
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|
2020
Q4 | $660K | Buy |
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|
2020
Q3 | $543K | Sell |
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|
2020
Q2 | $487K | Sell |
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|
2020
Q1 | $611K | Sell |
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|
2019
Q4 | $776K | Buy |
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|
2019
Q3 | $712K | Buy |
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|
2019
Q2 | $622K | Buy |
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|
2019
Q1 | $438K | Buy |
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|
2018
Q4 | $209K | Buy |
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|
2018
Q3 | $205K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $329K | Buy |
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|
2017
Q4 | $334K | Hold |
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|
2017
Q3 | $318K | Sell |
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|
2017
Q2 | $339K | Sell |
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|
2017
Q1 | $351K | Sell |
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|
2016
Q4 | $367K | Sell |
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|
2016
Q3 | $442K | Buy |
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|
2016
Q2 | $422K | Hold |
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|
2016
Q1 | $372K | Sell |
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|
2015
Q4 | $448K | Buy |
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|
2015
Q3 | $413K | Buy |
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|
2015
Q2 | $389K | Buy |
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|
2015
Q1 | $335K | Sell |
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|
2014
Q4 | $386K | Buy |
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|
2014
Q3 | $362K | Buy |
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|
2014
Q2 | $289K | Buy |
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|
2014
Q1 | $263K | Buy |
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|
2013
Q4 | $207K | Buy |
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