Independent Solutions Wealth Management’s Mondelez International MDLZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-3,275
| Closed | -$221K | – | 185 |
|
|
2025
Q2 | $221K | Hold |
3,275
| – | – | 0.04% | 170 |
|
|
2025
Q1 | $222K | Sell |
3,275
-75
| -2% | -$4.62K | 0.05% | 168 |
|
|
2024
Q4 | $200K | Sell |
3,350
-185
| -5% | -$12.2K | 0.04% | 168 |
|
|
2024
Q3 | $260K | Sell |
3,535
-363
| -9% | -$25.5K | 0.06% | 148 |
|
|
2024
Q2 | $255K | Sell |
3,898
-126
| -3% | -$8.64K | 0.06% | 150 |
|
|
2024
Q1 | $282K | Sell |
4,024
-922
| -19% | -$67.3K | 0.07% | 147 |
|
|
2023
Q4 | $358K | Sell |
4,946
-7,246
| -59% | -$497K | 0.09% | 134 |
|
|
2023
Q3 | $846K | Buy |
12,192
+1,669
| +16% | +$120K | 0.23% | 99 |
|
|
2023
Q2 | $768K | Buy |
10,523
+2,466
| +31% | +$182K | 0.21% | 109 |
|
|
2023
Q1 | $562K | Sell |
8,057
-474
| -6% | -$31.4K | 0.17% | 114 |
|
|
2022
Q4 | $569K | Sell |
8,531
-600
| -7% | -$37.9K | 0.17% | 114 |
|
|
2022
Q3 | $501K | Sell |
9,131
-43
| -0.5% | -$2.67K | 0.16% | 117 |
|
|
2022
Q2 | $570K | Buy |
9,174
+3,740
| +69% | +$236K | 0.18% | 107 |
|
|
2022
Q1 | $341K | Sell |
5,434
-517
| -9% | -$33.7K | 0.09% | 162 |
|
|
2021
Q4 | $395K | Buy |
5,951
+46
| +0.8% | +$2.84K | 0.09% | 152 |
|
|
2021
Q3 | $344K | Buy |
5,905
+45
| +0.8% | +$2.8K | 0.09% | 169 |
|
|
2021
Q2 | $366K | Buy |
5,860
+1,634
| +39% | +$101K | 0.09% | 158 |
|
|
2021
Q1 | $247K | Sell |
4,226
-431
| -9% | -$24.3K | 0.07% | 168 |
|
|
2020
Q4 | $272K | Sell |
4,657
-458
| -9% | -$26.2K | 0.09% | 153 |
|
|
2020
Q3 | $294K | Buy |
5,115
+465
| +10% | +$25.9K | 0.11% | 128 |
|
|
2020
Q2 | $238K | Sell |
4,650
-75
| -2% | -$3.85K | 0.1% | 139 |
|
|
2020
Q1 | $237K | Sell |
4,725
-176
| -4% | -$9.53K | 0.13% | 111 |
|
|
2019
Q4 | $270K | Buy |
+4,901
| New | +$262K | 0.12% | 133 |
|
Other funds holding MDLZ
