Mogy Joel R Investment Counsel’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
$552K Hold
8,190
0.03% 78
2025
Q1
$556K Sell
8,190
-11,950
-59% -$811K 0.04% 76
2024
Q4
$1.2M Sell
20,140
-1,050
-5% -$62.7K 0.07% 62
2024
Q3
$1.56M Sell
21,190
-10,510
-33% -$774K 0.1% 55
2024
Q2
$2.07M Sell
31,700
-11,496
-27% -$752K 0.13% 49
2024
Q1
$3.02M Hold
43,196
0.21% 47
2023
Q4
$3.13M Sell
43,196
-12,985
-23% -$941K 0.24% 46
2023
Q3
$3.9M Sell
56,181
-5,329
-9% -$370K 0.33% 44
2023
Q2
$4.49M Buy
61,510
+600
+1% +$43.8K 0.36% 42
2023
Q1
$4.25M Buy
60,910
+1,425
+2% +$99.4K 0.38% 41
2022
Q4
$3.96M Buy
59,485
+500
+0.8% +$33.3K 0.4% 44
2022
Q3
$3.23M Buy
58,985
+650
+1% +$35.6K 0.34% 44
2022
Q2
$3.62M Buy
58,335
+600
+1% +$37.3K 0.36% 44
2022
Q1
$3.63M Buy
57,735
+1,300
+2% +$81.6K 0.29% 45
2021
Q4
$3.74M Buy
56,435
+3,900
+7% +$259K 0.27% 46
2021
Q3
$3.06M Buy
52,535
+1,300
+3% +$75.6K 0.25% 48
2021
Q2
$3.2M Buy
51,235
+2,500
+5% +$156K 0.27% 46
2021
Q1
$2.85M Buy
48,735
+200
+0.4% +$11.7K 0.27% 47
2020
Q4
$2.84M Sell
48,535
-1,600
-3% -$93.6K 0.28% 46
2020
Q3
$2.88M Buy
50,135
+250
+0.5% +$14.4K 0.31% 46
2020
Q2
$2.55M Sell
49,885
-2,800
-5% -$143K 0.31% 45
2020
Q1
$2.64M Hold
52,685
0.37% 45
2019
Q4
$2.9M Buy
52,685
+90
+0.2% +$4.96K 0.35% 48
2019
Q3
$2.91M Hold
52,595
0.37% 46
2019
Q2
$2.84M Sell
52,595
-500
-0.9% -$27K 0.37% 48
2019
Q1
$2.65M Sell
53,095
-5,951
-10% -$297K 0.36% 47
2018
Q4
$2.36M Sell
59,046
-800
-1% -$32K 0.37% 50
2018
Q3
$2.57M Sell
59,846
-138
-0.2% -$5.93K 0.35% 50
2018
Q2
$2.46M Sell
59,984
-1,402
-2% -$57.5K 0.36% 52
2018
Q1
$2.56M Hold
61,386
0.4% 50
2017
Q4
$2.63M Hold
61,386
0.41% 49
2017
Q3
$2.5M Sell
61,386
-500
-0.8% -$20.3K 0.42% 51
2017
Q2
$2.67M Buy
61,886
+1,000
+2% +$43.2K 0.46% 47
2017
Q1
$2.62M Buy
60,886
+1,000
+2% +$43.1K 0.45% 51
2016
Q4
$2.66M Sell
59,886
-400
-0.7% -$17.7K 0.48% 54
2016
Q3
$2.65M Sell
60,286
-700
-1% -$30.7K 0.49% 54
2016
Q2
$2.78M Sell
60,986
-5,800
-9% -$264K 0.51% 48
2016
Q1
$2.68M Buy
66,786
+60,158
+908% +$2.41M 0.5% 51
2015
Q4
$2.97K Sell
6,628
-55,858
-89% -$25K 0.56% 46
2015
Q3
$2.62M Buy
62,486
+4,350
+7% +$182K 0.52% 49
2015
Q2
$2.39M Buy
58,136
+1,500
+3% +$61.7K 0.45% 56
2015
Q1
$2.04M Buy
56,636
+800
+1% +$28.9K 0.38% 60
2014
Q4
$2.03M Hold
55,836
0.38% 61
2014
Q3
$1.91M Buy
55,836
+100
+0.2% +$3.43K 0.39% 61
2014
Q2
$2.1M Buy
55,736
+2,050
+4% +$77.1K 0.42% 59
2014
Q1
$1.86M Buy
53,686
+4,700
+10% +$162K 0.39% 61
2013
Q4
$1.73M Sell
48,986
-1,000
-2% -$35.3K 0.37% 63
2013
Q3
$1.57M Buy
49,986
+1,800
+4% +$56.6K 0.36% 62
2013
Q2
$1.38M Buy
+48,186
New +$1.38M 0.33% 65