Klingman & Associates’s Mondelez International MDLZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-3,716
| Closed | -$222K | – | 267 |
|
|
2024
Q4 | $222K | Buy |
3,716
+145
| +4% | +$8.66K | 0.01% | 243 |
|
|
2024
Q3 | $263K | Sell |
3,571
-12
| -0.3% | -$884 | 0.02% | 230 |
|
|
2024
Q2 | $234K | Buy |
3,583
+70
| +2% | +$4.58K | 0.02% | 222 |
|
|
2024
Q1 | $246K | Hold |
3,513
| – | – | 0.02% | 211 |
|
|
2023
Q4 | $254K | Buy |
3,513
+132
| +4% | +$9.56K | 0.02% | 205 |
|
|
2023
Q3 | $235K | Sell |
3,381
-14
| -0.4% | -$972 | 0.02% | 205 |
|
|
2023
Q2 | $248K | Sell |
3,395
-39
| -1% | -$2.85K | 0.02% | 190 |
|
|
2023
Q1 | $239K | Buy |
3,434
+77
| +2% | +$5.37K | 0.02% | 178 |
|
|
2022
Q4 | $224K | Buy |
+3,357
| New | +$224K | 0.02% | 187 |
|
|
2022
Q3 | – | Sell |
-3,615
| Closed | -$224K | – | 195 |
|
|
2022
Q2 | $224K | Sell |
3,615
-72
| -2% | -$4.46K | 0.02% | 176 |
|
|
2022
Q1 | $232K | Buy |
+3,687
| New | +$232K | 0.02% | 184 |
|
|
2016
Q4 | – | Sell |
-404
| Closed | -$18K | – | 230 |
|
|
2016
Q3 | $18K | Hold |
404
| – | – | 0.01% | 266 |
|
|
2016
Q2 | $18K | Hold |
404
| – | – | 0.01% | 267 |
|
|
2016
Q1 | $16K | Hold |
404
| – | – | 0.01% | 274 |
|
|
2015
Q4 | $18K | Hold |
404
| – | – | 0.01% | 274 |
|
|
2015
Q3 | $16K | Hold |
404
| – | – | 0.01% | 280 |
|
|
2015
Q2 | $17K | Hold |
404
| – | – | 0.01% | 269 |
|
|
2015
Q1 | $15K | Hold |
404
| – | – | 0.01% | 257 |
|
|
2014
Q4 | $14K | Buy |
+404
| New | +$14K | 0.01% | 263 |
|