Joel Isaacson & Co’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 | $813K | Buy |
12,053
+1,660
| +16% | +$112K | 0.03% | 188 |
|
|
2025
Q1 | $705K | Sell |
10,393
-2,066
| -17% | -$140K | 0.03% | 195 |
|
|
2024
Q4 | $744K | Hold |
12,459
| – | – | 0.03% | 183 |
|
|
2024
Q3 | $918K | Buy |
12,459
+181
| +1% | +$13.3K | 0.04% | 156 |
|
|
2024
Q2 | $803K | Buy |
12,278
+150
| +1% | +$9.82K | 0.04% | 153 |
|
|
2024
Q1 | $849K | Sell |
12,128
-55
| -0.5% | -$3.85K | 0.05% | 150 |
|
|
2023
Q4 | $882K | Buy |
12,183
+291
| +2% | +$21.1K | 0.05% | 137 |
|
|
2023
Q3 | $825K | Hold |
11,892
| – | – | 0.06% | 132 |
|
|
2023
Q2 | $867K | Buy |
11,892
+199
| +2% | +$14.5K | 0.06% | 133 |
|
|
2023
Q1 | $815K | Hold |
11,693
| – | – | 0.06% | 133 |
|
|
2022
Q4 | $779K | Sell |
11,693
-300
| -3% | -$20K | 0.06% | 137 |
|
|
2022
Q3 | $658K | Sell |
11,993
-1,000
| -8% | -$54.9K | 0.06% | 136 |
|
|
2022
Q2 | $807K | Buy |
12,993
+503
| +4% | +$31.2K | 0.07% | 113 |
|
|
2022
Q1 | $794K | Hold |
12,490
| – | – | 0.06% | 130 |
|
|
2021
Q4 | $828K | Sell |
12,490
-56
| -0.4% | -$3.71K | 0.06% | 139 |
|
|
2021
Q3 | $730K | Buy |
12,546
+1,374
| +12% | +$79.9K | 0.06% | 146 |
|
|
2021
Q2 | $698K | Hold |
11,172
| – | – | 0.05% | 141 |
|
|
2021
Q1 | $654K | Hold |
11,172
| – | – | 0.06% | 128 |
|
|
2020
Q4 | $653K | Buy |
11,172
+153
| +1% | +$8.94K | 0.06% | 122 |
|
|
2020
Q3 | $633K | Buy |
11,019
+41
| +0.4% | +$2.36K | 0.08% | 107 |
|
|
2020
Q2 | $561K | Sell |
10,978
-397
| -3% | -$20.3K | 0.08% | 109 |
|
|
2020
Q1 | $570K | Buy |
11,375
+581
| +5% | +$29.1K | 0.1% | 94 |
|
|
2019
Q4 | $595K | Sell |
10,794
-285
| -3% | -$15.7K | 0.08% | 113 |
|
|
2019
Q3 | $613K | Sell |
11,079
-1,029
| -8% | -$56.9K | 0.09% | 101 |
|
|
2019
Q2 | $653K | Sell |
12,108
-1,671
| -12% | -$90.1K | 0.1% | 97 |
|
|
2019
Q1 | $688K | Sell |
13,779
-982
| -7% | -$49K | 0.1% | 108 |
|
|
2018
Q4 | $623K | Buy |
14,761
+3,682
| +33% | +$155K | 0.1% | 114 |
|
|
2018
Q3 | $476K | Hold |
11,079
| – | – | 0.07% | 127 |
|
|
2018
Q2 | $454K | Hold |
11,079
| – | – | 0.08% | 126 |
|
|
2018
Q1 | $462K | Hold |
11,079
| – | – | 0.08% | 117 |
|
|
2017
Q4 | $474K | Hold |
11,079
| – | – | 0.08% | 116 |
|
|
2017
Q3 | $450K | Hold |
11,079
| – | – | 0.08% | 111 |
|
|
2017
Q2 | $479K | Hold |
11,079
| – | – | 0.09% | 97 |
|
|
2017
Q1 | $477K | Hold |
11,079
| – | – | 0.09% | 97 |
|
|
2016
Q4 | $491K | Buy |
11,079
+2,000
| +22% | +$88.6K | 0.1% | 87 |
|
|
2016
Q3 | $399K | Sell |
9,079
-1,050
| -10% | -$46.1K | 0.08% | 108 |
|
|
2016
Q2 | $461K | Buy |
10,129
+1,000
| +11% | +$45.5K | 0.1% | 92 |
|
|
2016
Q1 | $366K | Hold |
9,129
| – | – | 0.08% | 120 |
|
|
2015
Q4 | $409K | Hold |
9,129
| – | – | 0.1% | 96 |
|
|
2015
Q3 | $382K | Buy |
9,129
+50
| +0.6% | +$2.09K | 0.1% | 90 |
|
|
2015
Q2 | $374K | Sell |
9,079
-94
| -1% | -$3.87K | 0.1% | 104 |
|
|
2015
Q1 | $331K | Hold |
9,173
| – | – | 0.08% | 120 |
|
|
2014
Q4 | $333K | Buy |
9,173
+1,729
| +23% | +$62.8K | 0.09% | 105 |
|
|
2014
Q3 | $255K | Hold |
7,444
| – | – | 0.08% | 103 |
|
|
2014
Q2 | $280K | Buy |
7,444
+160
| +2% | +$6.02K | 0.09% | 101 |
|
|
2014
Q1 | $252K | Sell |
7,284
-390
| -5% | -$13.5K | 0.08% | 100 |
|
|
2013
Q4 | $271K | Sell |
7,674
-5,388
| -41% | -$190K | 0.1% | 87 |
|
|
2013
Q3 | $410K | Sell |
13,062
-140
| -1% | -$4.39K | 0.17% | 60 |
|
|
2013
Q2 | $377K | Buy |
+13,202
| New | +$377K | 0.18% | 57 |
|