Laidlaw Wealth Management’s Mondelez International MDLZ Stock Holding History

Laidlaw Wealth Management’s Portfolio MDLZ Stock Details MDLZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-3,324	Closed	-$245K	–	188
2024 Q3	$245K	Buy	+3,324	New	+$234K	0.12%	153
2024 Q2	–	Sell	-3,426	Closed	-$240K	–	182
2024 Q1	$240K	Sell	3,426 -1,621	-32%	-$118K	0.13%	153
2023 Q4	$366K	Sell	5,047 -37	-0.7%	-$2.54K	0.13%	159
2023 Q3	$353K	Buy	5,084 +1,505	+42%	+$108K	0.12%	186
2023 Q2	$261K	Sell	3,579 -175	-5%	-$12.9K	0.05%	286
2023 Q1	$262K	Sell	3,754 -574	-13%	-$38K	0.05%	283
2022 Q4	$288K	Sell	4,328 -124	-3%	-$7.84K	0.06%	270
2022 Q3	$244K	Sell	4,452 -1,889	-30%	-$117K	0.06%	270
2022 Q2	$394K	Sell	6,341 -49	-0.8%	-$3.1K	0.08%	225
2022 Q1	$401K	Buy	6,390 +908	+17%	+$59.1K	0.07%	253
2021 Q4	$364K	Sell	5,482 -53	-1%	-$3.27K	0.06%	272
2021 Q3	$322K	Buy	+5,535	New	+$344K	0.08%	187
2021 Q1	–	Sell	-4,430	Closed	-$259K	–	304
2020 Q4	$259K	Buy	+4,430	New	+$253K	0.05%	289

Other funds holding MDLZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Laidlaw Wealth Management's MDLZ Position: Q4 2024 in Review

Laidlaw Wealth Management sold out of Mondelez International (MDLZ) in Q4 2024, closing a stake of 3,324 shares — an estimated $245K sold.

Laidlaw Wealth Management first reported a position in MDLZ in Q4 2020 and held it in 13 quarters. The position peaked at $401K in Q1 2022. 1,997 funds tracked by Wall St. Rank hold MDLZ as of Q4 2024.

Laidlaw Wealth Management reported no remaining Mondelez International position as of Q4 2024 after selling out during the quarter.
Laidlaw Wealth Management sold 3,324 Mondelez International shares in Q4 2024, an estimated $245K.
Laidlaw Wealth Management first reported a position in Mondelez International in Q4 2020 and held it in 13 quarters.
Laidlaw Wealth Management's Mondelez International position peaked at $401K in Q1 2022.
1,997 funds tracked by Wall St. Rank held Mondelez International as of Q4 2024.

Based on Laidlaw Wealth Management's 13F filing for Q4 2024, filed 3 Feb 2025.