Integrated Wealth Concepts’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 | $2.05M | Sell |
30,353
-13,610
| -31% | -$918K | 0.02% | 609 |
|
|
2025
Q1 | $2.98M | Buy |
43,963
+4,469
| +11% | +$303K | 0.03% | 469 |
|
|
2024
Q4 | $2.36M | Sell |
39,494
-7,123
| -15% | -$425K | 0.03% | 504 |
|
|
2024
Q3 | $3.43M | Sell |
46,617
-1,717
| -4% | -$126K | 0.04% | 379 |
|
|
2024
Q2 | $3.16M | Buy |
48,334
+1,585
| +3% | +$104K | 0.04% | 373 |
|
|
2024
Q1 | $3.27M | Buy |
46,749
+2,866
| +7% | +$201K | 0.05% | 365 |
|
|
2023
Q4 | $3.18M | Buy |
43,883
+62
| +0.1% | +$4.49K | 0.05% | 335 |
|
|
2023
Q3 | $3.04M | Buy |
43,821
+5,162
| +13% | +$358K | 0.05% | 323 |
|
|
2023
Q2 | $2.82M | Buy |
38,659
+5,334
| +16% | +$389K | 0.05% | 341 |
|
|
2023
Q1 | $2.32M | Buy |
33,325
+21,392
| +179% | +$1.49M | 0.05% | 357 |
|
|
2022
Q4 | $795K | Buy |
11,933
+1,020
| +9% | +$68K | 0.02% | 524 |
|
|
2022
Q3 | $598K | Buy |
10,913
+28
| +0.3% | +$1.53K | 0.02% | 540 |
|
|
2022
Q2 | $676K | Buy |
10,885
+702
| +7% | +$43.6K | 0.02% | 515 |
|
|
2022
Q1 | $639K | Sell |
10,183
-270
| -3% | -$16.9K | 0.02% | 516 |
|
|
2021
Q4 | $693K | Buy |
10,453
+530
| +5% | +$35.1K | 0.02% | 529 |
|
|
2021
Q3 | $577K | Buy |
9,923
+1,995
| +25% | +$116K | 0.02% | 548 |
|
|
2021
Q2 | $495K | Buy |
7,928
+2,207
| +39% | +$138K | 0.02% | 534 |
|
|
2021
Q1 | $335K | Buy |
5,721
+873
| +18% | +$51.1K | 0.01% | 559 |
|
|
2020
Q4 | $283K | Buy |
4,848
+66
| +1% | +$3.85K | 0.01% | 525 |
|
|
2020
Q3 | $275K | Buy |
4,782
+37
| +0.8% | +$2.13K | 0.02% | 469 |
|
|
2020
Q2 | $243K | Buy |
+4,745
| New | +$243K | 0.02% | 442 |
|
|
2020
Q1 | – | Sell |
-5,522
| Closed | -$304K | – | 457 |
|
|
2019
Q4 | $304K | Buy |
5,522
+1,060
| +24% | +$58.4K | 0.03% | 365 |
|
|
2019
Q3 | $247K | Buy |
4,462
+23
| +0.5% | +$1.27K | 0.03% | 353 |
|
|
2019
Q2 | $239K | Buy |
+4,439
| New | +$239K | 0.03% | 322 |
|