McDaniel Terry & Co’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 | – | Sell |
-6,960
| Closed | -$472K | – | 94 |
|
|
2025
Q1 | $472K | Hold |
6,960
| – | – | 0.04% | 68 |
|
|
2024
Q4 | $416K | Sell |
6,960
-90
| -1% | -$5.38K | 0.03% | 72 |
|
|
2024
Q3 | $519K | Sell |
7,050
-39
| -0.6% | -$2.87K | 0.04% | 64 |
|
|
2024
Q2 | $464K | Sell |
7,089
-156
| -2% | -$10.2K | 0.04% | 66 |
|
|
2024
Q1 | $507K | Buy |
7,245
+285
| +4% | +$19.9K | 0.05% | 70 |
|
|
2023
Q4 | $504K | Sell |
6,960
-300
| -4% | -$21.7K | 0.05% | 61 |
|
|
2023
Q3 | $504K | Sell |
7,260
-346
| -5% | -$24K | 0.05% | 63 |
|
|
2023
Q2 | $555K | Buy |
7,606
+320
| +4% | +$23.4K | 0.06% | 58 |
|
|
2023
Q1 | $508K | Buy |
7,286
+676
| +10% | +$47.1K | 0.06% | 58 |
|
|
2022
Q4 | $441K | Hold |
6,610
| – | – | 0.05% | 61 |
|
|
2022
Q3 | $362K | Hold |
6,610
| – | – | 0.05% | 65 |
|
|
2022
Q2 | $410K | Hold |
6,610
| – | – | 0.05% | 66 |
|
|
2022
Q1 | $415K | Sell |
6,610
-2,084
| -24% | -$131K | 0.04% | 66 |
|
|
2021
Q4 | $576K | Buy |
8,694
+2,084
| +32% | +$138K | 0.06% | 64 |
|
|
2021
Q3 | $385K | Hold |
6,610
| – | – | 0.04% | 62 |
|
|
2021
Q2 | $413K | Hold |
6,610
| – | – | 0.05% | 63 |
|
|
2021
Q1 | $387K | Hold |
6,610
| – | – | 0.05% | 62 |
|
|
2020
Q4 | $386K | Buy |
6,610
+44
| +0.7% | +$2.57K | 0.05% | 62 |
|
|
2020
Q3 | $377K | Hold |
6,566
| – | – | 0.05% | 62 |
|
|
2020
Q2 | $336K | Sell |
6,566
-150
| -2% | -$7.68K | 0.05% | 62 |
|
|
2020
Q1 | $336K | Sell |
6,716
-690
| -9% | -$34.5K | 0.06% | 53 |
|
|
2019
Q4 | $408K | Sell |
7,406
-190
| -3% | -$10.5K | 0.06% | 56 |
|
|
2019
Q3 | $420K | Buy |
+7,596
| New | +$420K | 0.07% | 52 |
|