Legacy 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 | – | Sell |
-16,494
| Closed | -$1.13M | – | 245 |
|
|
2025
Q1 | $1.13M | Sell |
16,494
-60
| -0.4% | -$4.1K | 0.12% | 150 |
|
|
2024
Q4 | $997K | Sell |
16,554
-4,152
| -20% | -$250K | 0.1% | 159 |
|
|
2024
Q3 | $1.53M | Buy |
20,706
+2,186
| +12% | +$161K | 0.17% | 106 |
|
|
2024
Q2 | $1.22M | Sell |
18,520
-1,691
| -8% | -$111K | 0.15% | 107 |
|
|
2024
Q1 | $1.42M | Sell |
20,211
-13,658
| -40% | -$962K | 0.18% | 101 |
|
|
2023
Q4 | $2.47M | Sell |
33,869
-16,214
| -32% | -$1.18M | 0.32% | 68 |
|
|
2023
Q3 | $3.5M | Sell |
50,083
-1,582
| -3% | -$110K | 0.56% | 36 |
|
|
2023
Q2 | $3.77M | Sell |
51,665
-1,628
| -3% | -$119K | 0.56% | 38 |
|
|
2023
Q1 | $3.74M | Buy |
53,293
+3,292
| +7% | +$231K | 0.69% | 34 |
|
|
2022
Q4 | $3.35M | Buy |
50,001
+5,980
| +14% | +$401K | 0.61% | 35 |
|
|
2022
Q3 | $2.43M | Buy |
44,021
+12,882
| +41% | +$711K | 0.54% | 36 |
|
|
2022
Q2 | $1.94M | Buy |
31,139
+3,705
| +14% | +$231K | 0.41% | 48 |
|
|
2022
Q1 | $1.73M | Buy |
+27,434
| New | +$1.73M | 0.34% | 50 |
|
|
2019
Q3 | – | Sell |
-2,028
| Closed | -$109K | – | 243 |
|
|
2019
Q2 | $109K | Hold |
2,028
| – | – | 0.07% | 156 |
|
|
2019
Q1 | $101K | Buy |
+2,028
| New | +$101K | 0.03% | 154 |
|
|
2018
Q4 | – | Sell |
-2,065
| Closed | -$89K | – | 278 |
|
|
2018
Q3 | $89K | Buy |
2,065
+355
| +21% | +$15.3K | 0.04% | 191 |
|
|
2018
Q2 | $70K | Buy |
1,710
+372
| +28% | +$15.2K | 0.05% | 164 |
|
|
2018
Q1 | $56K | Hold |
1,338
| – | – | 0.04% | 153 |
|
|
2017
Q4 | $57K | Sell |
1,338
-128
| -9% | -$5.45K | 0.06% | 124 |
|
|
2017
Q3 | $59K | Buy |
1,466
+128
| +10% | +$5.15K | 0.07% | 100 |
|
|
2017
Q2 | $58K | Hold |
1,338
| – | – | 0.07% | 92 |
|
|
2017
Q1 | $57K | Hold |
1,338
| – | – | 0.08% | 91 |
|
|
2016
Q4 | $59K | Buy |
+1,338
| New | +$59K | 0.08% | 92 |
|