Klingman & Associates’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 Q1	–	Sell	-3,716	Closed	-$222K	–	267
2024 Q4	$222K	Buy	3,716 +145	+4%	+$9.59K	0.01%	243
2024 Q3	$263K	Sell	3,571 -12	-0.3%	-$843	0.02%	230
2024 Q2	$234K	Buy	3,583 +70	+2%	+$4.8K	0.02%	223
2024 Q1	$246K	Hold	3,513	–	–	0.02%	212
2023 Q4	$254K	Buy	3,513 +132	+4%	+$9.05K	0.02%	205
2023 Q3	$235K	Sell	3,381 -14	-0.4%	-$1.01K	0.02%	205
2023 Q2	$248K	Sell	3,395 -39	-1%	-$2.88K	0.02%	190
2023 Q1	$239K	Buy	3,434 +77	+2%	+$5.1K	0.02%	178
2022 Q4	$224K	Buy	+3,357	New	+$212K	0.02%	187
2022 Q3	–	Sell	-3,615	Closed	-$224K	–	195
2022 Q2	$224K	Sell	3,615 -72	-2%	-$4.55K	0.02%	176
2022 Q1	$232K	Buy	+3,687	New	+$240K	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	+$14.7K	0.01%	263