Loring Wolcott & Coolidge Fiduciary Advisors’s Mondelez International MDLZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.02M | Sell |
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|
2025
Q2 | $1.3M | Hold |
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|
2025
Q1 | $1.3M | Hold |
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|
2024
Q4 | $1.13M | Sell |
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|
2024
Q3 | $1.36M | Sell |
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|
2024
Q2 | $1.29M | Buy |
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|
2024
Q1 | $1.21M | Buy |
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|
2023
Q4 | $1.3M | Hold |
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|
2023
Q3 | $1.18M | Hold |
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|
2023
Q2 | $1.26M | Hold |
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|
2023
Q1 | $1.21M | Hold |
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|
2022
Q4 | $1.16M | Hold |
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|
2022
Q3 | $950K | Sell |
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|
2022
Q2 | $1.08M | Sell |
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|
2022
Q1 | $1.1M | Buy |
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|
2021
Q4 | $1.15M | Hold |
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|
2021
Q3 | $1.01M | Sell |
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|
2021
Q2 | $1.08M | Sell |
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|
2021
Q1 | $1.06M | Sell |
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|
2020
Q4 | $1.08M | Buy |
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|
2020
Q3 | $947K | Sell |
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|
2020
Q2 | $896K | Hold |
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|
2020
Q1 | $878K | Sell |
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|
2019
Q4 | $1.13M | Hold |
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|
2019
Q3 | $1.14M | Buy |
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|
2019
Q2 | $884K | Hold |
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|
2019
Q1 | $818K | Sell |
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|
2018
Q4 | $657K | Hold |
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|
2018
Q3 | $705K | Hold |
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|
2018
Q2 | $673K | Sell |
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|
2018
Q1 | $727K | Buy |
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|
2017
Q4 | $718K | Buy |
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|
2017
Q3 | $663K | Sell |
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|
2017
Q2 | $721K | Sell |
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|
2017
Q1 | $789K | Sell |
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|
2016
Q4 | $817K | Hold |
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|
2016
Q3 | $809K | Buy |
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|
2016
Q2 | $833K | Buy |
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|
2016
Q1 | $719K | Hold |
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|
2015
Q4 | $804K | Buy |
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|
2015
Q3 | $675K | Hold |
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|
2015
Q2 | $675K | Hold |
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|
2015
Q1 | $592K | Sell |
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|
2014
Q4 | $601K | Sell |
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|
2014
Q3 | $612K | Hold |
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|
2014
Q2 | $671K | Buy |
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|
2014
Q1 | $542K | Sell |
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|
2013
Q4 | $563K | Buy |
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|
2013
Q3 | $496K | Hold |
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|
2013
Q2 | $450K | Buy |
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