Great Diamond Partners’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
$246K Buy
+3,652
New +$246K 0.05% 200
2025
Q1
Sell
-24,869
Closed -$1.49M 198
2024
Q4
$1.49M Buy
24,869
+30
+0.1% +$1.79K 0.38% 73
2024
Q3
$1.83M Sell
24,839
-4,388
-15% -$323K 0.47% 61
2024
Q2
$1.91M Buy
29,227
+95
+0.3% +$6.22K 0.45% 60
2024
Q1
$2.04M Sell
29,132
-255
-0.9% -$17.9K 0.47% 59
2023
Q4
$2.13M Sell
29,387
-340
-1% -$24.6K 0.52% 52
2023
Q3
$2.06M Sell
29,727
-425
-1% -$29.5K 0.56% 52
2023
Q2
$2.2M Sell
30,152
-533
-2% -$38.9K 0.58% 49
2023
Q1
$2.14M Sell
30,685
-3,691
-11% -$257K 0.62% 40
2022
Q4
$2.29M Sell
34,376
-1,715
-5% -$114K 0.71% 42
2022
Q3
$1.98M Buy
36,091
+333
+0.9% +$18.3K 0.68% 43
2022
Q2
$2.22M Sell
35,758
-173
-0.5% -$10.7K 0.74% 39
2022
Q1
$2.26M Buy
35,931
+1,144
+3% +$71.8K 0.63% 46
2021
Q4
$2.31M Sell
34,787
-8,102
-19% -$537K 0.59% 49
2021
Q3
$2.5M Buy
42,889
+1,023
+2% +$59.5K 0.68% 46
2021
Q2
$2.61M Buy
41,866
+641
+2% +$40K 0.74% 41
2021
Q1
$2.41M Sell
41,225
-8,374
-17% -$490K 0.74% 41
2020
Q4
$2.9M Buy
49,599
+852
+2% +$49.8K 0.92% 30
2020
Q3
$2.8M Buy
48,747
+1,664
+4% +$95.6K 1.03% 23
2020
Q2
$2.41M Buy
47,083
+10,646
+29% +$544K 1% 27
2020
Q1
$1.82M Buy
36,437
+6,964
+24% +$349K 0.94% 32
2019
Q4
$1.62M Buy
+29,473
New +$1.62M 0.62% 41