EWM
Evercore Wealth Management’s Mondelez International MDLZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.03M | Sell |
30,090
-476
| -2% | -$32.1K | 0.03% | 154 |
|
|
2025
Q1 | $2.07M | Sell |
30,566
-861
| -3% | -$58.4K | 0.03% | 152 |
|
|
2024
Q4 | $1.88M | Sell |
31,427
-894
| -3% | -$53.4K | 0.03% | 160 |
|
|
2024
Q3 | $2.38M | Sell |
32,321
-153
| -0.5% | -$11.3K | 0.04% | 148 |
|
|
2024
Q2 | $2.13M | Sell |
32,474
-881
| -3% | -$57.7K | 0.03% | 153 |
|
|
2024
Q1 | $2.33M | Sell |
33,355
-1,265
| -4% | -$88.6K | 0.04% | 150 |
|
|
2023
Q4 | $2.51M | Buy |
34,620
+581
| +2% | +$42.1K | 0.04% | 146 |
|
|
2023
Q3 | $2.36M | Buy |
34,039
+1,569
| +5% | +$109K | 0.04% | 136 |
|
|
2023
Q2 | $2.37M | Buy |
32,470
+1,955
| +6% | +$143K | 0.04% | 144 |
|
|
2023
Q1 | $2.13M | Sell |
30,515
-111
| -0.4% | -$7.74K | 0.04% | 149 |
|
|
2022
Q4 | $2.04M | Buy |
30,626
+545
| +2% | +$36.3K | 0.04% | 152 |
|
|
2022
Q3 | $1.65M | Hold |
30,081
| – | – | 0.04% | 156 |
|
|
2022
Q2 | $1.87M | Sell |
30,081
-100
| -0.3% | -$6.21K | 0.04% | 150 |
|
|
2022
Q1 | $1.9M | Sell |
30,181
-2,319
| -7% | -$146K | 0.03% | 169 |
|
|
2021
Q4 | $2.16M | Buy |
32,500
+2,033
| +7% | +$135K | 0.04% | 165 |
|
|
2021
Q3 | $1.77M | Sell |
30,467
-63
| -0.2% | -$3.66K | 0.03% | 176 |
|
|
2021
Q2 | $1.91M | Sell |
30,530
-268
| -0.9% | -$16.7K | 0.03% | 176 |
|
|
2021
Q1 | $1.8M | Sell |
30,798
-1,551
| -5% | -$90.7K | 0.04% | 178 |
|
|
2020
Q4 | $1.89M | Buy |
32,349
+1,620
| +5% | +$94.7K | 0.04% | 163 |
|
|
2020
Q3 | $1.77M | Buy |
30,729
+70
| +0.2% | +$4.02K | 0.04% | 153 |
|
|
2020
Q2 | $1.57M | Buy |
30,659
+1,350
| +5% | +$69K | 0.04% | 161 |
|
|
2020
Q1 | $1.47M | Buy |
29,309
+3,241
| +12% | +$162K | 0.05% | 155 |
|
|
2019
Q4 | $1.44M | Sell |
26,068
-200
| -0.8% | -$11K | 0.04% | 181 |
|
|
2019
Q3 | $1.45M | Buy |
26,268
+2,545
| +11% | +$141K | 0.04% | 170 |
|
|
2019
Q2 | $1.28M | Sell |
23,723
-207
| -0.9% | -$11.2K | 0.04% | 180 |
|
|
2019
Q1 | $1.2M | Buy |
23,930
+6,774
| +39% | +$338K | 0.04% | 181 |
|
|
2018
Q4 | $687K | Sell |
17,156
-2,722
| -14% | -$109K | 0.03% | 218 |
|
|
2018
Q3 | $854K | Sell |
19,878
-710
| -3% | -$30.5K | 0.03% | 221 |
|
|
2018
Q2 | $844K | Sell |
20,588
-70
| -0.3% | -$2.87K | 0.03% | 219 |
|
|
2018
Q1 | $862K | Hold |
20,658
| – | – | 0.03% | 197 |
|
|
2017
Q4 | $885K | Sell |
20,658
-935
| -4% | -$40.1K | 0.03% | 198 |
|
|
2017
Q3 | $878K | Sell |
21,593
-983
| -4% | -$40K | 0.03% | 188 |
|
|
2017
Q2 | $975K | Buy |
22,576
+2,204
| +11% | +$95.2K | 0.04% | 179 |
|
|
2017
Q1 | $878K | Sell |
20,372
-278
| -1% | -$12K | 0.03% | 193 |
|
|
2016
Q4 | $915K | Sell |
20,650
-178
| -0.9% | -$7.89K | 0.04% | 185 |
|
|
2016
Q3 | $914K | Sell |
20,828
-1,122
| -5% | -$49.2K | 0.04% | 187 |
|
|
2016
Q2 | $999K | Sell |
21,950
-8,631
| -28% | -$393K | 0.04% | 172 |
|
|
2016
Q1 | $1.23M | Buy |
30,581
+100
| +0.3% | +$4.01K | 0.05% | 161 |
|
|
2015
Q4 | $1.37M | Buy |
30,481
+414
| +1% | +$18.6K | 0.06% | 156 |
|
|
2015
Q3 | $1.26M | Sell |
30,067
-3,525
| -10% | -$148K | 0.06% | 163 |
|
|
2015
Q2 | $1.38M | Buy |
33,592
+12,100
| +56% | +$497K | 0.06% | 168 |
|
|
2015
Q1 | $775K | Buy |
21,492
+366
| +2% | +$13.2K | 0.04% | 216 |
|
|
2014
Q4 | $769K | Buy |
21,126
+66
| +0.3% | +$2.4K | 0.04% | 196 |
|
|
2014
Q3 | $721K | Buy |
21,060
+447
| +2% | +$15.3K | 0.04% | 217 |
|
|
2014
Q2 | $775K | Buy |
20,613
+600
| +3% | +$22.6K | 0.04% | 216 |
|
|
2014
Q1 | $690K | Sell |
20,013
-26,561
| -57% | -$916K | 0.04% | 220 |
|
|
2013
Q4 | $1.64M | Buy |
46,574
+24,995
| +116% | +$882K | 0.09% | 151 |
|
|
2013
Q3 | $677K | Buy |
21,579
+602
| +3% | +$18.9K | 0.04% | 244 |
|
|
2013
Q2 | $598K | Buy |
+20,977
| New | +$598K | 0.03% | 258 |
|