MWM
Modera Wealth Management’s Mondelez International MDLZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.66M | Buy |
83,936
+9,730
| +13% | +$656K | 0.07% | 170 |
|
|
2025
Q1 | $5.03M | Buy |
74,206
+3,846
| +5% | +$261K | 0.07% | 177 |
|
|
2024
Q4 | $4.2M | Buy |
70,360
+361
| +0.5% | +$21.6K | 0.05% | 195 |
|
|
2024
Q3 | $5.16M | Buy |
69,999
+19,222
| +38% | +$1.42M | 0.07% | 162 |
|
|
2024
Q2 | $3.32M | Buy |
50,777
+29,775
| +142% | +$1.95M | 0.05% | 190 |
|
|
2024
Q1 | $1.47M | Sell |
21,002
-207
| -1% | -$14.5K | 0.02% | 258 |
|
|
2023
Q4 | $1.54M | Buy |
21,209
+94
| +0.4% | +$6.81K | 0.03% | 243 |
|
|
2023
Q3 | $1.47M | Sell |
21,115
-2,177
| -9% | -$151K | 0.03% | 245 |
|
|
2023
Q2 | $1.7M | Buy |
23,292
+13,039
| +127% | +$951K | 0.03% | 239 |
|
|
2023
Q1 | $715K | Sell |
10,253
-33
| -0.3% | -$2.3K | 0.03% | 182 |
|
|
2022
Q4 | $686K | Sell |
10,286
-398
| -4% | -$26.5K | 0.03% | 178 |
|
|
2022
Q3 | $586K | Buy |
10,684
+154
| +1% | +$8.45K | 0.03% | 172 |
|
|
2022
Q2 | $654K | Buy |
10,530
+325
| +3% | +$20.2K | 0.03% | 172 |
|
|
2022
Q1 | $641K | Sell |
10,205
-318
| -3% | -$20K | 0.03% | 182 |
|
|
2021
Q4 | $698K | Buy |
10,523
+756
| +8% | +$50.1K | 0.03% | 219 |
|
|
2021
Q3 | $568K | Sell |
9,767
-800
| -8% | -$46.5K | 0.03% | 148 |
|
|
2021
Q2 | $660K | Buy |
10,567
+71
| +0.7% | +$4.44K | 0.04% | 128 |
|
|
2021
Q1 | $614K | Sell |
10,496
-330
| -3% | -$19.3K | 0.04% | 126 |
|
|
2020
Q4 | $633K | Buy |
10,826
+1,406
| +15% | +$82.2K | 0.05% | 120 |
|
|
2020
Q3 | $541K | Hold |
9,420
| – | – | 0.08% | 82 |
|
|
2020
Q2 | $482K | Buy |
9,420
+734
| +8% | +$37.6K | 0.08% | 87 |
|
|
2020
Q1 | $435K | Buy |
8,686
+1,524
| +21% | +$76.3K | 0.09% | 88 |
|
|
2019
Q4 | $394K | Sell |
7,162
-884
| -11% | -$48.6K | 0.06% | 90 |
|
|
2019
Q3 | $445K | Buy |
8,046
+136
| +2% | +$7.52K | 0.07% | 82 |
|
|
2019
Q2 | $426K | Sell |
7,910
-402
| -5% | -$21.7K | 0.08% | 84 |
|
|
2019
Q1 | $415K | Buy |
8,312
+490
| +6% | +$24.5K | 0.08% | 82 |
|
|
2018
Q4 | $313K | Buy |
7,822
+1
| +0% | +$40 | 0.06% | 92 |
|
|
2018
Q3 | $336K | Sell |
7,821
-133
| -2% | -$5.71K | 0.07% | 93 |
|
|
2018
Q2 | $326K | Sell |
7,954
-880
| -10% | -$36.1K | 0.07% | 92 |
|
|
2018
Q1 | $369K | Buy |
8,834
+305
| +4% | +$12.7K | 0.08% | 81 |
|
|
2017
Q4 | $365K | Buy |
8,529
+496
| +6% | +$21.2K | 0.08% | 83 |
|
|
2017
Q3 | $327K | Sell |
8,033
-69
| -0.9% | -$2.81K | 0.07% | 89 |
|
|
2017
Q2 | $350K | Buy |
8,102
+1
| +0% | +$43 | 0.09% | 77 |
|
|
2017
Q1 | $349K | Buy |
8,101
+1
| +0% | +$43 | 0.09% | 82 |
|
|
2016
Q4 | $359K | Sell |
8,100
-128
| -2% | -$5.67K | 0.12% | 75 |
|
|
2016
Q3 | $361K | Sell |
8,228
-410
| -5% | -$18K | 0.12% | 72 |
|
|
2016
Q2 | $393K | Buy |
8,638
+669
| +8% | +$30.4K | 0.14% | 60 |
|
|
2016
Q1 | $320K | Buy |
+7,969
| New | +$320K | 0.11% | 80 |
|