EFS
Essex Financial Services’s Mondelez International MDLZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.05M | Buy |
15,556
+1,592
| +11% | +$107K | 0.07% | 241 |
|
|
2025
Q1 | $947K | Sell |
13,964
-4,434
| -24% | -$301K | 0.07% | 242 |
|
|
2024
Q4 | $1.1M | Buy |
18,398
+520
| +3% | +$31.1K | 0.08% | 220 |
|
|
2024
Q3 | $1.28M | Sell |
17,878
-896
| -5% | -$64K | 0.09% | 193 |
|
|
2024
Q2 | $1.32M | Buy |
18,774
+5,079
| +37% | +$357K | 0.1% | 190 |
|
|
2024
Q1 | $959K | Sell |
13,695
-37
| -0.3% | -$2.59K | 0.09% | 215 |
|
|
2023
Q4 | $995K | Buy |
13,732
+143
| +1% | +$10.4K | 0.1% | 190 |
|
|
2023
Q3 | $943K | Buy |
13,589
+365
| +3% | +$25.3K | 0.11% | 182 |
|
|
2023
Q2 | $965K | Buy |
13,224
+1,601
| +14% | +$117K | 0.11% | 176 |
|
|
2023
Q1 | $810K | Buy |
11,623
+368
| +3% | +$25.7K | 0.09% | 212 |
|
|
2022
Q4 | $750K | Buy |
11,255
+188
| +2% | +$12.5K | 0.08% | 218 |
|
|
2022
Q3 | $607K | Sell |
11,067
-54
| -0.5% | -$2.96K | 0.07% | 228 |
|
|
2022
Q2 | $691K | Buy |
11,121
+121
| +1% | +$7.52K | 0.08% | 229 |
|
|
2022
Q1 | $691K | Buy |
11,000
+692
| +7% | +$43.5K | 0.07% | 239 |
|
|
2021
Q4 | $684K | Buy |
10,308
+65
| +0.6% | +$4.31K | 0.07% | 248 |
|
|
2021
Q3 | $596K | Buy |
10,243
+1,113
| +12% | +$64.8K | 0.07% | 248 |
|
|
2021
Q2 | $534K | Hold |
9,130
| – | – | 0.08% | 227 |
|
|
2021
Q1 | $534K | Buy |
9,130
+2,986
| +49% | +$175K | 0.1% | 189 |
|
|
2020
Q4 | $359K | Buy |
6,144
+1,529
| +33% | +$89.3K | 0.07% | 225 |
|
|
2020
Q3 | $265K | Sell |
4,615
-184
| -4% | -$10.6K | 0.07% | 230 |
|
|
2020
Q2 | $245K | Buy |
4,799
+253
| +6% | +$12.9K | 0.08% | 217 |
|
|
2020
Q1 | $228K | Sell |
4,546
-347
| -7% | -$17.4K | 0.08% | 216 |
|
|
2019
Q4 | $270K | Sell |
4,893
-235
| -5% | -$13K | 0.07% | 224 |
|
|
2019
Q3 | $284K | Sell |
5,128
-437
| -8% | -$24.2K | 0.09% | 195 |
|
|
2019
Q2 | $300K | Sell |
5,565
-82
| -1% | -$4.42K | 0.09% | 179 |
|
|
2019
Q1 | $282K | Sell |
5,647
-8,896
| -61% | -$444K | 0.09% | 177 |
|
|
2018
Q4 | $582K | Sell |
14,543
-1,987
| -12% | -$79.5K | 0.18% | 118 |
|
|
2018
Q3 | $710K | Sell |
16,530
-109
| -0.7% | -$4.68K | 0.16% | 125 |
|
|
2018
Q2 | $682K | Sell |
16,639
-1,005
| -6% | -$41.2K | 0.16% | 125 |
|
|
2018
Q1 | $736K | Sell |
17,644
-110
| -0.6% | -$4.59K | 0.14% | 151 |
|
|
2017
Q4 | $760K | Sell |
17,754
-1,998
| -10% | -$85.5K | 0.18% | 113 |
|
|
2017
Q3 | $803K | Buy |
19,752
+130
| +0.7% | +$5.29K | 0.2% | 106 |
|
|
2017
Q2 | $847K | Buy |
19,622
+1,692
| +9% | +$73K | 0.18% | 126 |
|
|
2017
Q1 | $772K | Sell |
17,930
-5,113
| -22% | -$220K | 0.18% | 128 |
|
|
2016
Q4 | $1.02M | Buy |
23,043
+4,855
| +27% | +$215K | 0.22% | 110 |
|
|
2016
Q3 | $798K | Sell |
18,188
-515
| -3% | -$22.6K | 0.19% | 122 |
|
|
2016
Q2 | $851K | Buy |
18,703
+70
| +0.4% | +$3.19K | 0.21% | 110 |
|
|
2016
Q1 | $748K | Sell |
18,633
-297
| -2% | -$11.9K | 0.19% | 122 |
|
|
2015
Q4 | $849K | Buy |
18,930
+398
| +2% | +$17.9K | 0.2% | 119 |
|
|
2015
Q3 | $776K | Buy |
18,532
+1,135
| +7% | +$47.5K | 0.2% | 120 |
|
|
2015
Q2 | $716K | Sell |
17,397
-128
| -0.7% | -$5.27K | 0.18% | 132 |
|
|
2015
Q1 | $632K | Sell |
17,525
-433
| -2% | -$15.6K | 0.16% | 148 |
|
|
2014
Q4 | $652K | Sell |
17,958
-273
| -1% | -$9.91K | 0.17% | 141 |
|
|
2014
Q3 | $625K | Sell |
18,231
-297
| -2% | -$10.2K | 0.19% | 134 |
|
|
2014
Q2 | $697K | Sell |
18,528
-492
| -3% | -$18.5K | 0.21% | 119 |
|
|
2014
Q1 | $657K | Buy |
19,020
+803
| +4% | +$27.7K | 0.21% | 113 |
|
|
2013
Q4 | $643K | Sell |
18,217
-313
| -2% | -$11K | 0.22% | 110 |
|
|
2013
Q3 | $582 | Sell |
18,530
-948
| -5% | -$30 | 0.18% | 116 |
|
|
2013
Q2 | $556K | Buy |
+19,478
| New | +$556K | 0.19% | 120 |
|