Marcum Wealth’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 | $425K | Buy |
6,258
+1,921
| +44% | +$130K | 0.04% | 214 |
|
|
2024
Q4 | $259K | Sell |
4,337
-2,249
| -34% | -$134K | 0.02% | 310 |
|
|
2024
Q3 | $485K | Sell |
6,586
-219
| -3% | -$16.1K | 0.05% | 204 |
|
|
2024
Q2 | $445K | Sell |
6,805
-1,545
| -19% | -$101K | 0.04% | 215 |
|
|
2024
Q1 | $584K | Sell |
8,350
-435
| -5% | -$30.5K | 0.06% | 169 |
|
|
2023
Q4 | $636K | Buy |
8,785
+866
| +11% | +$62.7K | 0.07% | 145 |
|
|
2023
Q3 | $550K | Buy |
7,919
+404
| +5% | +$28K | 0.07% | 154 |
|
|
2023
Q2 | $548K | Sell |
7,515
-1,070
| -12% | -$78K | 0.06% | 162 |
|
|
2023
Q1 | $599K | Sell |
8,585
-999
| -10% | -$69.7K | 0.07% | 151 |
|
|
2022
Q4 | $639K | Sell |
9,584
-599
| -6% | -$39.9K | 0.08% | 138 |
|
|
2022
Q3 | $558K | Sell |
10,183
-148
| -1% | -$8.11K | 0.08% | 145 |
|
|
2022
Q2 | $641K | Sell |
10,331
-21
| -0.2% | -$1.3K | 0.1% | 131 |
|
|
2022
Q1 | $650K | Buy |
10,352
+462
| +5% | +$29K | 0.09% | 132 |
|
|
2021
Q4 | $656K | Sell |
9,890
-248
| -2% | -$16.5K | 0.09% | 142 |
|
|
2021
Q3 | $590K | Sell |
10,138
-614
| -6% | -$35.7K | 0.09% | 137 |
|
|
2021
Q2 | $671K | Sell |
10,752
-678
| -6% | -$42.3K | 0.11% | 128 |
|
|
2021
Q1 | $669K | Buy |
11,430
+7,212
| +171% | +$422K | 0.11% | 129 |
|
|
2020
Q4 | $247K | Buy |
+4,218
| New | +$247K | 0.06% | 115 |
|