MSFP
Mark Sheptoff Financial Planning’s Mondelez International MDLZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.11M | Buy |
31,283
+3
| +0% | +$202 | 1.12% | 20 |
|
|
2025
Q1 | $2.12M | Buy |
31,280
+102
| +0.3% | +$6.92K | 1.17% | 22 |
|
|
2024
Q4 | $1.86M | Buy |
31,178
+2
| +0% | +$119 | 1% | 22 |
|
|
2024
Q3 | $2.3M | Buy |
31,176
+1
| +0% | +$74 | 1.22% | 18 |
|
|
2024
Q2 | $2.04M | Sell |
31,175
-10,448
| -25% | -$684K | 1.14% | 17 |
|
|
2024
Q1 | $2.91M | Sell |
41,623
-599
| -1% | -$41.9K | 1.62% | 13 |
|
|
2023
Q4 | $3.06M | Sell |
42,222
-548
| -1% | -$39.7K | 1.84% | 12 |
|
|
2023
Q3 | $2.97M | Buy |
42,770
+301
| +0.7% | +$20.9K | 1.91% | 14 |
|
|
2023
Q2 | $3.1M | Sell |
42,469
-298
| -0.7% | -$21.7K | 1.77% | 14 |
|
|
2023
Q1 | $2.98M | Buy |
42,767
+1
| +0% | +$70 | 1.73% | 13 |
|
|
2022
Q4 | $2.85M | Sell |
42,766
-1,498
| -3% | -$99.8K | 1.67% | 13 |
|
|
2022
Q3 | $2.43M | Buy |
44,264
+8
| +0% | +$439 | 1.48% | 14 |
|
|
2022
Q2 | $2.75M | Buy |
44,256
+1
| +0% | +$62 | 1.58% | 14 |
|
|
2022
Q1 | $2.78M | Sell |
44,255
-99
| -0.2% | -$6.21K | 1.4% | 15 |
|
|
2021
Q4 | $2.94M | Buy |
44,354
+2
| +0% | +$133 | 1.4% | 15 |
|
|
2021
Q3 | $2.58M | Sell |
44,352
-999
| -2% | -$58.1K | 1.42% | 15 |
|
|
2021
Q2 | $2.83M | Buy |
45,351
+191
| +0.4% | +$11.9K | 1.52% | 15 |
|
|
2021
Q1 | $2.64M | Sell |
45,160
-487
| -1% | -$28.5K | 1.52% | 16 |
|
|
2020
Q4 | $2.67M | Buy |
45,647
+404
| +0.9% | +$23.6K | 1.52% | 15 |
|
|
2020
Q3 | $2.6M | Sell |
45,243
-2,306
| -5% | -$132K | 1.6% | 15 |
|
|
2020
Q2 | $2.43M | Sell |
47,549
-338
| -0.7% | -$17.3K | 1.58% | 15 |
|
|
2020
Q1 | $2.4M | Sell |
47,887
-796
| -2% | -$39.9K | 1.81% | 13 |
|
|
2019
Q4 | $2.68M | Buy |
48,683
+303
| +0.6% | +$16.7K | 1.69% | 16 |
|
|
2019
Q3 | $2.68M | Buy |
48,380
+203
| +0.4% | +$11.2K | 1.8% | 13 |
|
|
2019
Q2 | $2.6M | Sell |
48,177
-197
| -0.4% | -$10.6K | 1.77% | 15 |
|
|
2019
Q1 | $2.42M | Buy |
48,374
+2,204
| +5% | +$110K | 1.74% | 15 |
|
|
2018
Q4 | $1.85M | Buy |
46,170
+3,207
| +7% | +$128K | 1.54% | 18 |
|
|
2018
Q3 | $1.85M | Buy |
42,963
+356
| +0.8% | +$15.3K | 1.27% | 20 |
|
|
2018
Q2 | $1.75M | Sell |
42,607
-795
| -2% | -$32.6K | 1.29% | 20 |
|
|
2018
Q1 | $1.81M | Sell |
43,402
-2,307
| -5% | -$96.3K | 1.26% | 21 |
|
|
2017
Q4 | $1.96M | Sell |
45,709
-3,914
| -8% | -$167K | 1.27% | 21 |
|
|
2017
Q3 | $2.02M | Sell |
49,623
-1,993
| -4% | -$81K | 1.35% | 18 |
|
|
2017
Q2 | $2.23M | Buy |
51,616
+6
| +0% | +$259 | 1.53% | 15 |
|
|
2017
Q1 | $2.22M | Buy |
51,610
+3,207
| +7% | +$138K | 1.59% | 16 |
|
|
2016
Q4 | $2.15M | Sell |
48,403
-3,427
| -7% | -$152K | 1.59% | 17 |
|
|
2016
Q3 | $2.28M | Buy |
51,830
+7
| +0% | +$307 | 1.69% | 16 |
|
|
2016
Q2 | $2.36M | Buy |
51,823
+407
| +0.8% | +$18.5K | 1.76% | 17 |
|
|
2016
Q1 | $2.06M | Buy |
51,416
+3,157
| +7% | +$127K | 1.68% | 17 |
|
|
2015
Q4 | $2.16M | Buy |
48,259
+56
| +0.1% | +$2.51K | 1.75% | 16 |
|
|
2015
Q3 | $2.02M | Buy |
48,203
+6,247
| +15% | +$262K | 1.77% | 16 |
|
|
2015
Q2 | $1.73M | Buy |
41,956
+5
| +0% | +$206 | 1.4% | 19 |
|
|
2015
Q1 | $1.51M | Buy |
41,951
+705
| +2% | +$25.4K | 1.26% | 22 |
|
|
2014
Q4 | $1.5M | Sell |
41,246
-195
| -0.5% | -$7.08K | 1.32% | 20 |
|
|
2014
Q3 | $1.42M | Sell |
41,441
-195
| -0.5% | -$6.68K | 1.26% | 20 |
|
|
2014
Q2 | $1.57M | Sell |
41,636
-1,295
| -3% | -$48.7K | 1.34% | 21 |
|
|
2014
Q1 | $1.48M | Buy |
+42,931
| New | +$1.48M | 1.31% | 21 |
|