Kovitz Investment Group Partners’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 | $8.05M | Sell |
119,171
-18,060
| -13% | -$1.22M | 0.03% | 352 |
|
|
2025
Q1 | $9.31M | Buy |
137,231
+3,987
| +3% | +$271K | 0.05% | 284 |
|
|
2024
Q4 | $7.96M | Sell |
133,244
-5,688
| -4% | -$340K | 0.04% | 317 |
|
|
2024
Q3 | $8.01M | Sell |
138,932
-362,779
| -72% | -$20.9M | 0.06% | 264 |
|
|
2024
Q2 | $32.8M | Buy |
501,711
+400,141
| +394% | +$26.2M | 0.28% | 65 |
|
|
2024
Q1 | $7.11M | Buy |
101,570
+37,585
| +59% | +$2.63M | 0.09% | 160 |
|
|
2023
Q4 | $4.63M | Buy |
63,985
+1,009
| +2% | +$73.1K | 0.08% | 160 |
|
|
2023
Q3 | $4.37M | Buy |
62,976
+1,285
| +2% | +$89.2K | 0.08% | 160 |
|
|
2023
Q2 | $4.5M | Sell |
61,691
-5,031
| -8% | -$367K | 0.07% | 162 |
|
|
2023
Q1 | $4.65M | Sell |
66,722
-18,872
| -22% | -$1.32M | 0.08% | 157 |
|
|
2022
Q4 | $5.71M | Buy |
85,594
+5,013
| +6% | +$334K | 0.11% | 139 |
|
|
2022
Q3 | $4.42M | Buy |
80,581
+1,538
| +2% | +$84.3K | 0.1% | 155 |
|
|
2022
Q2 | $4.91M | Buy |
79,043
+2,250
| +3% | +$140K | 0.11% | 149 |
|
|
2022
Q1 | $4.82M | Buy |
76,793
+14,481
| +23% | +$909K | 0.09% | 167 |
|
|
2021
Q4 | $3.64M | Sell |
62,312
-36,351
| -37% | -$2.13M | 0.09% | 152 |
|
|
2021
Q3 | $5.74M | Sell |
98,663
-3,460
| -3% | -$201K | 0.11% | 130 |
|
|
2021
Q2 | $6.38M | Buy |
102,123
+29,173
| +40% | +$1.82M | 0.13% | 123 |
|
|
2021
Q1 | $4.27M | Buy |
72,950
+10,814
| +17% | +$633K | 0.1% | 146 |
|
|
2020
Q4 | $3.63M | Sell |
62,136
-8,145
| -12% | -$476K | 0.09% | 150 |
|
|
2020
Q3 | $4.04M | Buy |
70,281
+22,125
| +46% | +$1.27M | 0.11% | 126 |
|
|
2020
Q2 | $2.46M | Buy |
48,156
+31,872
| +196% | +$1.63M | 0.08% | 166 |
|
|
2020
Q1 | $816K | Buy |
16,284
+1,983
| +14% | +$99.4K | 0.03% | 258 |
|
|
2019
Q4 | $788K | Buy |
+14,301
| New | +$788K | 0.02% | 285 |
|