Guardian Investment Management’s Mondelez International MDLZ Stock Holding History

Guardian Investment Management’s Portfolio MDLZ Stock Details MDLZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$681K	Sell	10,100 -250	-2%	-$16.9K	0.69%	39
2025 Q1	$702K	Sell	10,350 -2,200	-18%	-$149K	0.59%	41
2024 Q4	$750K	Hold	12,550	–	–	0.54%	42
2024 Q3	$925K	Hold	12,550	–	–	0.8%	36
2024 Q2	$821K	Hold	12,550	–	–	0.59%	41
2024 Q1	$879K	Buy	12,550 +11,295	+900%	+$791K	0.71%	40
2023 Q4	$909K	Sell	1,255 -11,295	-90%	-$8.18M	0.77%	36
2023 Q3	$871K	Hold	12,550	–	–	0.79%	34
2023 Q2	$915K	Sell	12,550 -8,000	-39%	-$584K	0.78%	37
2023 Q1	$1.2M	Buy	20,550 +8,000	+64%	+$468K	0.9%	38
2022 Q4	$836K	Hold	12,550	–	–	0.79%	36
2022 Q3	$688K	Sell	12,550 -250	-2%	-$13.7K	0.7%	37
2022 Q2	$794K	Sell	12,800 -100	-0.8%	-$6.2K	0.69%	42
2022 Q1	$804K	Buy	12,900 +100	+0.8%	+$6.23K	0.62%	44
2021 Q4	$849K	Hold	12,800	–	–	0.59%	44
2021 Q3	$744K	Sell	12,800 -7,750	-38%	-$450K	0.55%	47
2021 Q2	$1.28M	Hold	20,550	–	–	0.88%	37
2021 Q1	$1.2M	Hold	20,550	–	–	0.85%	38
2020 Q4	$1.2M	Sell	20,550 -500	-2%	-$29.2K	0.91%	37
2020 Q3	$1.21M	Sell	21,050 -1,250	-6%	-$71.8K	1.05%	34
2020 Q2	$1.14M	Hold	22,300	–	–	1.03%	35
2020 Q1	$1.12M	Sell	22,300 -500	-2%	-$25K	1.14%	34
2019 Q4	$1.26M	Hold	22,800	–	–	1%	37
2019 Q3	$1.26M	Sell	22,800 -1,000	-4%	-$55.3K	1.12%	37
2019 Q2	$1.28M	Sell	23,800 -550	-2%	-$29.6K	1.12%	35
2019 Q1	$1.22M	Sell	24,350 -2,500	-9%	-$125K	1.05%	36
2018 Q4	$1.07M	Hold	26,850	–	–	0.99%	34
2018 Q3	$1.15M	Hold	26,850	–	–	1.01%	37
2018 Q2	$1.1M	Buy	26,850 +8,000	+42%	+$328K	1.05%	37
2018 Q1	$786K	Hold	18,850	–	–	0.84%	39
2017 Q4	$807K	Sell	18,850 -500	-3%	-$21.4K	0.85%	37
2017 Q3	$787K	Buy	19,350 +850	+5%	+$34.6K	0.87%	37
2017 Q2	$799K	Sell	18,500 -2,600	-12%	-$112K	0.88%	40
2017 Q1	$909K	Sell	21,100 -6,000	-22%	-$258K	0.99%	33
2016 Q4	$1.2M	Buy	27,100 +650	+2%	+$28.8K	1.39%	29
2016 Q3	$1.14M	Hold	26,450	–	–	1.27%	32
2016 Q2	$1.14M	Sell	26,450 -2,000	-7%	-$86.3K	1.27%	32
2016 Q1	$1.14M	Buy	28,450 +2,000	+8%	+$80.2K	1.31%	29
2015 Q4	$1.19M	Hold	26,450	–	–	1.27%	33
2015 Q3	$1.12M	Sell	26,450 -550	-2%	-$23.2K	1.24%	34
2015 Q2	$1.12M	Buy	27,000 +5,000	+23%	+$208K	1.25%	35
2015 Q1	$794K	Sell	22,000 -3,000	-12%	-$108K	0.88%	45
2014 Q4	$908K	Hold	25,000	–	–	0.96%	43
2014 Q3	$878K	Hold	25,000	–	–	1.02%	44
2014 Q2	$940K	Hold	25,000	–	–	1.03%	43
2014 Q1	$878K	Hold	25,000	–	–	1.02%	44
2013 Q4	$878K	Hold	25,000	–	–	0.97%	44
2013 Q3	$786K	Buy	25,000 +15,000	+150%	+$472K	1.07%	42
2013 Q2	$290K	Buy	+10,000	New	+$290K	0.42%	49