Loring Wolcott & Coolidge Fiduciary 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 | $1.3M | Hold |
19,314
| – | – | 0.01% | 141 |
|
|
2025
Q1 | $1.3M | Hold |
19,314
| – | – | 0.01% | 144 |
|
|
2024
Q4 | $1.13M | Sell |
19,314
-160
| -0.8% | -$9.33K | 0.01% | 158 |
|
|
2024
Q3 | $1.36M | Sell |
19,474
-173
| -0.9% | -$12.1K | 0.01% | 148 |
|
|
2024
Q2 | $1.29M | Buy |
19,647
+2,228
| +13% | +$147K | 0.01% | 140 |
|
|
2024
Q1 | $1.21M | Buy |
17,419
+87
| +0.5% | +$6.04K | 0.01% | 136 |
|
|
2023
Q4 | $1.3M | Hold |
17,332
| – | – | 0.01% | 137 |
|
|
2023
Q3 | $1.18M | Hold |
17,332
| – | – | 0.01% | 136 |
|
|
2023
Q2 | $1.26M | Hold |
17,332
| – | – | 0.01% | 145 |
|
|
2023
Q1 | $1.21M | Hold |
17,332
| – | – | 0.01% | 143 |
|
|
2022
Q4 | $1.16M | Hold |
17,332
| – | – | 0.01% | 143 |
|
|
2022
Q3 | $950K | Sell |
17,332
-11
| -0.1% | -$603 | 0.01% | 150 |
|
|
2022
Q2 | $1.08M | Sell |
17,343
-251
| -1% | -$15.6K | 0.01% | 150 |
|
|
2022
Q1 | $1.11M | Buy |
17,594
+294
| +2% | +$18.5K | 0.01% | 151 |
|
|
2021
Q4 | $1.15M | Hold |
17,300
| – | – | 0.01% | 160 |
|
|
2021
Q3 | $1.01M | Sell |
17,300
-26
| -0.2% | -$1.51K | 0.01% | 165 |
|
|
2021
Q2 | $1.08M | Sell |
17,326
-857
| -5% | -$53.5K | 0.01% | 169 |
|
|
2021
Q1 | $1.06M | Sell |
18,183
-228
| -1% | -$13.3K | 0.01% | 154 |
|
|
2020
Q4 | $1.08M | Buy |
18,411
+1,927
| +12% | +$113K | 0.01% | 153 |
|
|
2020
Q3 | $947K | Sell |
16,484
-1,047
| -6% | -$60.2K | 0.01% | 147 |
|
|
2020
Q2 | $896K | Hold |
17,531
| – | – | 0.01% | 141 |
|
|
2020
Q1 | $878K | Sell |
17,531
-3,000
| -15% | -$150K | 0.01% | 134 |
|
|
2019
Q4 | $1.13M | Hold |
20,531
| – | – | 0.02% | 146 |
|
|
2019
Q3 | $1.14M | Buy |
20,531
+4,136
| +25% | +$229K | 0.02% | 147 |
|
|
2019
Q2 | $884K | Hold |
16,395
| – | – | 0.01% | 162 |
|
|
2019
Q1 | $818K | Sell |
16,395
-17
| -0.1% | -$848 | 0.01% | 165 |
|
|
2018
Q4 | $657K | Hold |
16,412
| – | – | 0.01% | 177 |
|
|
2018
Q3 | $705K | Hold |
16,412
| – | – | 0.01% | 180 |
|
|
2018
Q2 | $673K | Sell |
16,412
-1,016
| -6% | -$41.7K | 0.01% | 185 |
|
|
2018
Q1 | $727K | Buy |
17,428
+652
| +4% | +$27.2K | 0.01% | 186 |
|
|
2017
Q4 | $718K | Buy |
16,776
+462
| +3% | +$19.8K | 0.01% | 184 |
|
|
2017
Q3 | $663K | Sell |
16,314
-71
| -0.4% | -$2.89K | 0.01% | 182 |
|
|
2017
Q2 | $721K | Sell |
16,385
-1,927
| -11% | -$84.8K | 0.01% | 170 |
|
|
2017
Q1 | $789K | Sell |
18,312
-125
| -0.7% | -$5.39K | 0.02% | 167 |
|
|
2016
Q4 | $817K | Hold |
18,437
| – | – | 0.02% | 165 |
|
|
2016
Q3 | $809K | Buy |
18,437
+125
| +0.7% | +$5.49K | 0.02% | 161 |
|
|
2016
Q2 | $833K | Buy |
18,312
+390
| +2% | +$17.7K | 0.02% | 159 |
|
|
2016
Q1 | $719K | Hold |
17,922
| – | – | 0.02% | 161 |
|
|
2015
Q4 | $804K | Buy |
17,922
+1,522
| +9% | +$68.3K | 0.02% | 164 |
|
|
2015
Q3 | $675K | Hold |
16,400
| – | – | 0.02% | 180 |
|
|
2015
Q2 | $675K | Hold |
16,400
| – | – | 0.02% | 180 |
|
|
2015
Q1 | $592K | Sell |
16,400
-150
| -0.9% | -$5.42K | 0.01% | 194 |
|
|
2014
Q4 | $601K | Sell |
16,550
-1,300
| -7% | -$47.2K | 0.02% | 184 |
|
|
2014
Q3 | $612K | Hold |
17,850
| – | – | 0.02% | 173 |
|
|
2014
Q2 | $671K | Buy |
17,850
+2,150
| +14% | +$80.8K | 0.02% | 168 |
|
|
2014
Q1 | $542K | Sell |
15,700
-253
| -2% | -$8.73K | 0.01% | 184 |
|
|
2013
Q4 | $563K | Buy |
15,953
+180
| +1% | +$6.35K | 0.02% | 180 |
|
|
2013
Q3 | $496K | Hold |
15,773
| – | – | 0.02% | 182 |
|
|
2013
Q2 | $450K | Buy |
+15,773
| New | +$450K | 0.01% | 199 |
|