Lipe & Dalton’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 | $116K | Hold |
1,721
| – | – | 0.06% | 78 |
|
|
2025
Q1 | $117K | Hold |
1,721
| – | – | 0.07% | 80 |
|
|
2024
Q4 | $103K | Sell |
1,721
-150
| -8% | -$8.98K | 0.05% | 83 |
|
|
2024
Q3 | $138K | Hold |
1,871
| – | – | 0.07% | 88 |
|
|
2024
Q2 | $122K | Sell |
1,871
-84
| -4% | -$5.48K | 0.07% | 87 |
|
|
2024
Q1 | $137K | Hold |
1,955
| – | – | 0.07% | 88 |
|
|
2023
Q4 | $142K | Hold |
1,955
| – | – | 0.08% | 84 |
|
|
2023
Q3 | $136K | Hold |
1,955
| – | – | 0.08% | 82 |
|
|
2023
Q2 | $143K | Hold |
1,955
| – | – | 0.08% | 82 |
|
|
2023
Q1 | $136K | Sell |
1,955
-450
| -19% | -$31.3K | 0.08% | 81 |
|
|
2022
Q4 | $160K | Hold |
2,405
| – | – | 0.09% | 80 |
|
|
2022
Q3 | $132K | Hold |
2,405
| – | – | 0.08% | 81 |
|
|
2022
Q2 | $149K | Hold |
2,405
| – | – | 0.09% | 81 |
|
|
2022
Q1 | $151K | Hold |
2,405
| – | – | 0.07% | 81 |
|
|
2021
Q4 | $159K | Sell |
2,405
-216
| -8% | -$14.3K | 0.08% | 84 |
|
|
2021
Q3 | $152K | Hold |
2,621
| – | – | 0.08% | 78 |
|
|
2021
Q2 | $164K | Sell |
2,621
-16,200
| -86% | -$1.01M | 0.09% | 80 |
|
|
2021
Q1 | $1.1M | Sell |
18,821
-1,673
| -8% | -$98K | 0.61% | 44 |
|
|
2020
Q4 | $1.2M | Sell |
20,494
-299
| -1% | -$17.5K | 0.74% | 42 |
|
|
2020
Q3 | $1.2M | Buy |
20,793
+151
| +0.7% | +$8.68K | 0.83% | 40 |
|
|
2020
Q2 | $1.06M | Sell |
20,642
-299
| -1% | -$15.3K | 0.77% | 41 |
|
|
2020
Q1 | $1.05M | Sell |
20,941
-18,319
| -47% | -$918K | 0.89% | 38 |
|
|
2019
Q4 | $2.16M | Sell |
39,260
-49
| -0.1% | -$2.7K | 1.43% | 27 |
|
|
2019
Q3 | $2.18M | Sell |
39,309
-31,834
| -45% | -$1.76M | 1.59% | 26 |
|
|
2019
Q2 | $3.84M | Sell |
71,143
-51,644
| -42% | -$2.78M | 2.74% | 13 |
|
|
2019
Q1 | $6.13M | Sell |
122,787
-1,679
| -1% | -$83.8K | 4.51% | 3 |
|
|
2018
Q4 | $4.98M | Sell |
124,466
-786
| -0.6% | -$31.5K | 4.06% | 4 |
|
|
2018
Q3 | $5.38M | Sell |
125,252
-617
| -0.5% | -$26.5K | 3.67% | 6 |
|
|
2018
Q2 | $5.16M | Buy |
125,869
+450
| +0.4% | +$18.5K | 3.8% | 5 |
|
|
2018
Q1 | $5.23M | Buy |
125,419
+150
| +0.1% | +$6.26K | 3.74% | 6 |
|
|
2017
Q4 | $5.36M | Sell |
125,269
-2,265
| -2% | -$97K | 3.71% | 7 |
|
|
2017
Q3 | $5.19M | Sell |
127,534
-9,645
| -7% | -$392K | 3.65% | 4 |
|
|
2017
Q2 | $5.93M | Sell |
137,179
-300
| -0.2% | -$13K | 3.84% | 2 |
|
|
2017
Q1 | $5.92M | Sell |
137,479
-3,550
| -3% | -$153K | 4.29% | 1 |
|
|
2016
Q4 | $6.25M | Sell |
141,029
-2,270
| -2% | -$101K | 4.45% | 2 |
|
|
2016
Q3 | $6.29M | Sell |
143,299
-11,639
| -8% | -$511K | 4.21% | 1 |
|
|
2016
Q2 | $7.05M | Sell |
154,938
-4,175
| -3% | -$190K | 4.87% | 1 |
|
|
2016
Q1 | $6.38M | Buy |
+159,113
| New | +$6.38M | 5.02% | 1 |
|