Global Financial Private Client’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
Sell
-1,998
Closed -$136K 1035
2025
Q1
$136K Buy
1,998
+42
+2% +$2.85K 0.05% 238
2024
Q4
$117K Sell
1,956
-303
-13% -$18.1K 0.04% 244
2024
Q3
$166K Buy
2,259
+293
+15% +$21.6K 0.06% 210
2024
Q2
$129K Hold
1,966
0.05% 213
2024
Q1
$137K Buy
1,966
+153
+8% +$10.7K 0.06% 206
2023
Q4
$131K Hold
1,813
0.06% 202
2023
Q3
$124K Hold
1,813
0.06% 196
2023
Q2
$133K Hold
1,813
0.07% 199
2023
Q1
$127K Hold
1,813
0.07% 186
2022
Q4
$121K Hold
1,813
0.07% 179
2022
Q3
$102K Hold
1,813
0.06% 194
2022
Q2
$115K Hold
1,813
0.06% 177
2022
Q1
$115K Hold
1,813
0.06% 177
2021
Q4
$120K Hold
1,813
0.06% 182
2021
Q3
$106K Hold
1,813
0.05% 177
2021
Q2
$113K Hold
1,813
0.06% 160
2021
Q1
$106K Hold
1,813
0.08% 144
2020
Q4
$106K Buy
1,813
+11
+0.6% +$643 0.08% 131
2020
Q3
$104K Hold
1,802
0.09% 129
2020
Q2
$92K Sell
1,802
-1,046
-37% -$53.4K 0.08% 155
2020
Q1
$139K Hold
2,848
0.15% 118
2019
Q4
$157K Buy
+2,848
New +$157K 0.13% 130