Institute for 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 | $229K | Sell |
3,391
-114
| -3% | -$7.69K | 0.03% | 507 |
|
|
2025
Q1 | $238K | Hold |
3,505
| – | – | 0.03% | 470 |
|
|
2024
Q4 | $209K | Sell |
3,505
-1,623
| -32% | -$96.9K | 0.03% | 475 |
|
|
2024
Q3 | $378K | Hold |
5,128
| – | – | 0.05% | 359 |
|
|
2024
Q2 | $336K | Buy |
5,128
+171
| +3% | +$11.2K | 0.05% | 366 |
|
|
2024
Q1 | $347K | Buy |
4,957
+7
| +0.1% | +$490 | 0.04% | 353 |
|
|
2023
Q4 | $359K | Sell |
4,950
-50
| -1% | -$3.62K | 0.06% | 332 |
|
|
2023
Q3 | $347K | Hold |
5,000
| – | – | 0.06% | 312 |
|
|
2023
Q2 | $365K | Sell |
5,000
-192
| -4% | -$14K | 0.06% | 315 |
|
|
2023
Q1 | $362K | Sell |
5,192
-23
| -0.4% | -$1.6K | 0.07% | 309 |
|
|
2022
Q4 | $348K | Buy |
5,215
+5
| +0.1% | +$333 | 0.07% | 320 |
|
|
2022
Q3 | $286K | Hold |
5,210
| – | – | 0.06% | 346 |
|
|
2022
Q2 | $323K | Buy |
5,210
+155
| +3% | +$9.61K | 0.06% | 371 |
|
|
2022
Q1 | $317K | Buy |
5,055
+230
| +5% | +$14.4K | 0.05% | 406 |
|
|
2021
Q4 | $320K | Sell |
4,825
-220
| -4% | -$14.6K | 0.05% | 364 |
|
|
2021
Q3 | $294K | Hold |
5,045
| – | – | 0.05% | 379 |
|
|
2021
Q2 | $315K | Hold |
5,045
| – | – | 0.06% | 360 |
|
|
2021
Q1 | $295K | Hold |
5,045
| – | – | 0.06% | 360 |
|
|
2020
Q4 | $295K | Sell |
5,045
-192
| -4% | -$11.2K | 0.06% | 346 |
|
|
2020
Q3 | $301K | Sell |
5,237
-3,338
| -39% | -$192K | 0.07% | 311 |
|
|
2020
Q2 | $438K | Sell |
8,575
-190
| -2% | -$9.71K | 0.11% | 260 |
|
|
2020
Q1 | $439K | Sell |
8,765
-142
| -2% | -$7.11K | 0.14% | 201 |
|
|
2019
Q4 | $491K | Buy |
8,907
+173
| +2% | +$9.54K | 0.11% | 255 |
|
|
2019
Q3 | $483K | Sell |
8,734
-5,727
| -40% | -$317K | 0.12% | 240 |
|
|
2019
Q2 | $779K | Sell |
14,461
-597
| -4% | -$32.2K | 0.17% | 177 |
|
|
2019
Q1 | $752K | Buy |
+15,058
| New | +$752K | 0.16% | 170 |
|
|
2018
Q4 | – | Sell |
-14,621
| Closed | -$630K | – | 311 |
|
|
2018
Q3 | $630K | Sell |
14,621
-361
| -2% | -$15.6K | 0.21% | 141 |
|
|
2018
Q2 | $621K | Buy |
14,982
+2,629
| +21% | +$109K | 0.2% | 147 |
|
|
2018
Q1 | $491K | Buy |
+12,353
| New | +$491K | 0.14% | 196 |
|
|
2017
Q4 | – | Sell |
-14,089
| Closed | -$571K | – | 409 |
|
|
2017
Q3 | $571K | Buy |
14,089
+200
| +1% | +$8.11K | 0.19% | 172 |
|
|
2017
Q2 | $602K | Buy |
+13,889
| New | +$602K | 0.17% | 194 |
|