Lederer & Associates Investment Counsel’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 |
-12,956
| Closed | -$774K | – | 88 |
|
|
2024
Q4 | $774K | Sell |
12,956
-192
| -1% | -$11.5K | 0.54% | 62 |
|
|
2024
Q3 | $969K | Sell |
13,148
-53
| -0.4% | -$3.91K | 0.68% | 51 |
|
|
2024
Q2 | $864K | Sell |
13,201
-1,562
| -11% | -$102K | 0.63% | 54 |
|
|
2024
Q1 | $1.03M | Hold |
14,763
| – | – | 0.72% | 53 |
|
|
2023
Q4 | $1.07M | Sell |
14,763
-3,394
| -19% | -$246K | 0.79% | 46 |
|
|
2023
Q3 | $1.26M | Sell |
18,157
-148
| -0.8% | -$10.3K | 1% | 38 |
|
|
2023
Q2 | $1.34M | Sell |
18,305
-2
| -0% | -$146 | 1.01% | 38 |
|
|
2023
Q1 | $1.28M | Sell |
18,307
-205
| -1% | -$14.3K | 0.98% | 41 |
|
|
2022
Q4 | $1.23M | Sell |
18,512
-460
| -2% | -$30.7K | 1.01% | 38 |
|
|
2022
Q3 | $1.04M | Sell |
18,972
-18
| -0.1% | -$987 | 0.88% | 45 |
|
|
2022
Q2 | $1.18M | Sell |
18,990
-3,470
| -15% | -$215K | 0.91% | 43 |
|
|
2022
Q1 | $1.41M | Buy |
22,460
+860
| +4% | +$54K | 0.86% | 41 |
|
|
2021
Q4 | $1.43M | Buy |
21,600
+185
| +0.9% | +$12.3K | 0.83% | 44 |
|
|
2021
Q3 | $1.25M | Buy |
+21,415
| New | +$1.25M | 0.8% | 47 |
|