McKinley Carter Wealth Services’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 | $2.25M | Buy |
33,361
+8,330
| +33% | +$562K | 0.12% | 109 |
|
|
2025
Q1 | $1.7M | Buy |
25,031
+1,377
| +6% | +$93.4K | 0.1% | 123 |
|
|
2024
Q4 | $1.41M | Sell |
23,654
-2,313
| -9% | -$138K | 0.09% | 136 |
|
|
2024
Q3 | $1.91M | Buy |
25,967
+767
| +3% | +$56.5K | 0.12% | 116 |
|
|
2024
Q2 | $1.65M | Buy |
25,200
+1,540
| +7% | +$101K | 0.11% | 125 |
|
|
2024
Q1 | $1.66M | Buy |
23,660
+263
| +1% | +$18.4K | 0.11% | 125 |
|
|
2023
Q4 | $1.69M | Buy |
23,397
+1,155
| +5% | +$83.7K | 0.12% | 111 |
|
|
2023
Q3 | $1.54M | Buy |
22,242
+1,306
| +6% | +$90.6K | 0.12% | 117 |
|
|
2023
Q2 | $1.53M | Buy |
20,936
+1,918
| +10% | +$140K | 0.11% | 126 |
|
|
2023
Q1 | $1.33M | Buy |
+19,018
| New | +$1.33M | 0.1% | 127 |
|
|
2022
Q1 | – | Sell |
-5,433
| Closed | -$360K | – | 297 |
|
|
2021
Q4 | $360K | Hold |
5,433
| – | – | 0.03% | 225 |
|
|
2021
Q3 | $316K | Buy |
5,433
+307
| +6% | +$17.9K | 0.03% | 238 |
|
|
2021
Q2 | $320K | Sell |
5,126
-190
| -4% | -$11.9K | 0.03% | 234 |
|
|
2021
Q1 | $311K | Buy |
5,316
+545
| +11% | +$31.9K | 0.03% | 240 |
|
|
2020
Q4 | $279K | Sell |
4,771
-974
| -17% | -$57K | 0.04% | 221 |
|
|
2020
Q3 | $330K | Hold |
5,745
| – | – | 0.07% | 112 |
|
|
2020
Q2 | $294K | Sell |
5,745
-2,442
| -30% | -$125K | 0.07% | 112 |
|
|
2020
Q1 | $410K | Sell |
8,187
-9,442
| -54% | -$473K | 0.12% | 102 |
|
|
2019
Q4 | $971K | Sell |
17,629
-643
| -4% | -$35.4K | 0.23% | 79 |
|
|
2019
Q3 | $1.01M | Sell |
18,272
-400
| -2% | -$22.1K | 0.26% | 74 |
|
|
2019
Q2 | $1.01M | Buy |
18,672
+492
| +3% | +$26.5K | 0.27% | 71 |
|
|
2019
Q1 | $908K | Sell |
18,180
-816
| -4% | -$40.8K | 0.25% | 75 |
|
|
2018
Q4 | $760K | Buy |
18,996
+216
| +1% | +$8.64K | 0.25% | 78 |
|
|
2018
Q3 | $807K | Hold |
18,780
| – | – | 0.24% | 79 |
|
|
2018
Q2 | $770K | Hold |
18,780
| – | – | 0.25% | 80 |
|
|
2018
Q1 | $784K | Hold |
18,780
| – | – | 0.26% | 78 |
|
|
2017
Q4 | $804K | Hold |
18,780
| – | – | 0.28% | 72 |
|
|
2017
Q3 | $764K | Sell |
18,780
-72
| -0.4% | -$2.93K | 0.29% | 70 |
|
|
2017
Q2 | $814K | Hold |
18,852
| – | – | 0.36% | 60 |
|
|
2017
Q1 | $812K | Hold |
18,852
| – | – | 0.38% | 60 |
|
|
2016
Q4 | $836K | Hold |
18,852
| – | – | 0.42% | 56 |
|
|
2016
Q3 | $828K | Sell |
18,852
-4,485
| -19% | -$197K | 0.43% | 55 |
|
|
2016
Q2 | $1.06M | Sell |
23,337
-560
| -2% | -$25.5K | 0.55% | 50 |
|
|
2016
Q1 | $959K | Buy |
23,897
+72
| +0.3% | +$2.89K | 0.53% | 50 |
|
|
2015
Q4 | $1.07M | Hold |
23,825
| – | – | 0.61% | 49 |
|
|
2015
Q3 | $998K | Sell |
23,825
-162
| -0.7% | -$6.79K | 0.62% | 49 |
|
|
2015
Q2 | $987K | Buy |
23,987
+162
| +0.7% | +$6.67K | 0.54% | 57 |
|
|
2015
Q1 | $860K | Sell |
23,825
-1,665
| -7% | -$60.1K | 0.55% | 52 |
|
|
2014
Q4 | $926K | Buy |
+25,490
| New | +$926K | 0.72% | 46 |
|