Evermay 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 | $357K | Buy |
5,270
+19
| +0.4% | +$1.29K | 0.04% | 147 |
|
|
2025
Q1 | $358K | Buy |
5,251
+275
| +6% | +$18.8K | 0.05% | 144 |
|
|
2024
Q4 | $299K | Sell |
4,976
-1,000
| -17% | -$60.1K | 0.05% | 162 |
|
|
2024
Q3 | $442K | Sell |
5,976
-350
| -6% | -$25.9K | 0.07% | 134 |
|
|
2024
Q2 | $416K | Buy |
6,326
+514
| +9% | +$33.8K | 0.07% | 139 |
|
|
2024
Q1 | $409K | Buy |
5,812
+149
| +3% | +$10.5K | 0.06% | 143 |
|
|
2023
Q4 | $412K | Buy |
5,663
+11
| +0.2% | +$801 | 0.08% | 118 |
|
|
2023
Q3 | $394K | Buy |
5,652
+160
| +3% | +$11.2K | 0.08% | 114 |
|
|
2023
Q2 | $402K | Sell |
5,492
-382
| -7% | -$28K | 0.08% | 120 |
|
|
2023
Q1 | $412K | Hold |
5,874
| – | – | 0.08% | 112 |
|
|
2022
Q4 | $394K | Sell |
5,874
-145
| -2% | -$9.72K | 0.08% | 113 |
|
|
2022
Q3 | $332K | Buy |
6,019
+165
| +3% | +$9.1K | 0.07% | 124 |
|
|
2022
Q2 | $365K | Hold |
5,854
| – | – | 0.07% | 118 |
|
|
2022
Q1 | $368K | Sell |
5,854
-28
| -0.5% | -$1.76K | 0.06% | 135 |
|
|
2021
Q4 | $390K | Sell |
5,882
-605
| -9% | -$40.1K | 0.07% | 116 |
|
|
2021
Q3 | $377K | Sell |
6,487
-1,321
| -17% | -$76.8K | 0.07% | 107 |
|
|
2021
Q2 | $488K | Hold |
7,808
| – | – | 0.09% | 94 |
|
|
2021
Q1 | $457K | Sell |
7,808
-363
| -4% | -$21.2K | 0.09% | 95 |
|
|
2020
Q4 | $478K | Buy |
8,171
+100
| +1% | +$5.85K | 0.11% | 90 |
|
|
2020
Q3 | $464K | Hold |
8,071
| – | – | 0.11% | 82 |
|
|
2020
Q2 | $413K | Buy |
8,071
+545
| +7% | +$27.9K | 0.11% | 88 |
|
|
2020
Q1 | $377K | Buy |
7,526
+100
| +1% | +$5.01K | 0.11% | 90 |
|
|
2019
Q4 | $409K | Sell |
7,426
-1,010
| -12% | -$55.6K | 0.1% | 100 |
|
|
2019
Q3 | $467K | Buy |
8,436
+800
| +10% | +$44.3K | 0.13% | 82 |
|
|
2019
Q2 | $412K | Sell |
7,636
-66
| -0.9% | -$3.56K | 0.11% | 89 |
|
|
2019
Q1 | $384K | Buy |
7,702
+180
| +2% | +$8.97K | 0.11% | 92 |
|
|
2018
Q4 | $301K | Sell |
7,522
-3,001
| -29% | -$120K | 0.1% | 100 |
|
|
2018
Q3 | $452K | Sell |
10,523
-1,535
| -13% | -$65.9K | 0.14% | 79 |
|
|
2018
Q2 | $494K | Buy |
12,058
+1,510
| +14% | +$61.9K | 0.16% | 68 |
|
|
2018
Q1 | $440K | Buy |
10,548
+3,750
| +55% | +$156K | 0.15% | 77 |
|
|
2017
Q4 | $291K | Buy |
+6,798
| New | +$291K | 0.11% | 103 |
|