Lakeside Advisors’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 | $355K | Sell |
5,263
-200
| -4% | -$13.5K | 0.23% | 48 |
|
|
2025
Q1 | $371K | Sell |
5,463
-350
| -6% | -$23.7K | 0.25% | 48 |
|
|
2024
Q4 | $347K | Sell |
5,813
-350
| -6% | -$20.9K | 0.23% | 50 |
|
|
2024
Q3 | $454K | Hold |
6,163
| – | – | 0.29% | 44 |
|
|
2024
Q2 | $403K | Hold |
6,163
| – | – | 0.26% | 46 |
|
|
2024
Q1 | $431K | Sell |
6,163
-200
| -3% | -$14K | 0.28% | 43 |
|
|
2023
Q4 | $461K | Buy |
6,363
+70
| +1% | +$5.07K | 0.32% | 40 |
|
|
2023
Q3 | $437K | Sell |
6,293
-400
| -6% | -$27.8K | 0.34% | 39 |
|
|
2023
Q2 | $488K | Hold |
6,693
| – | – | 0.36% | 38 |
|
|
2023
Q1 | $467K | Sell |
6,693
-1,000
| -13% | -$69.7K | 0.36% | 37 |
|
|
2022
Q4 | $513K | Sell |
7,693
-350
| -4% | -$23.3K | 0.42% | 36 |
|
|
2022
Q3 | $441K | Hold |
8,043
| – | – | 0.39% | 37 |
|
|
2022
Q2 | $499K | Buy |
8,043
+400
| +5% | +$24.8K | 0.42% | 35 |
|
|
2022
Q1 | $480K | Sell |
7,643
-400
| -5% | -$25.1K | 0.36% | 35 |
|
|
2021
Q4 | $533K | Buy |
+8,043
| New | +$533K | 0.39% | 34 |
|