Monarch Capital Management’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 | $237K | Buy |
3,500
+25
| +0.7% | +$1.7K | 0.06% | 112 |
|
|
2025
Q1 | $237K | Hold |
3,475
| – | – | 0.07% | 108 |
|
|
2024
Q4 | $209K | Buy |
3,475
+300
| +9% | +$18K | 0.06% | 113 |
|
|
2024
Q3 | $235K | Hold |
3,175
| – | – | 0.06% | 112 |
|
|
2024
Q2 | $209K | Hold |
3,175
| – | – | 0.06% | 112 |
|
|
2024
Q1 | $223K | Buy |
3,175
+250
| +9% | +$17.6K | 0.06% | 111 |
|
|
2023
Q4 | $213K | Sell |
2,925
-40
| -1% | -$2.91K | 0.06% | 108 |
|
|
2023
Q3 | $207K | Hold |
2,965
| – | – | 0.07% | 106 |
|
|
2023
Q2 | $217K | Hold |
2,965
| – | – | 0.07% | 107 |
|
|
2023
Q1 | $208K | Buy |
+2,965
| New | +$208K | 0.06% | 108 |
|
|
2022
Q1 | – | Sell |
-3,065
| Closed | -$203K | – | 124 |
|
|
2021
Q4 | $203K | Buy |
+3,065
| New | +$203K | 0.05% | 121 |
|
|
2020
Q1 | – | Sell |
-5,277
| Closed | -$291K | – | 96 |
|
|
2019
Q4 | $291K | Hold |
5,277
| – | – | 0.1% | 90 |
|
|
2019
Q3 | $292K | Sell |
5,277
-2,660
| -34% | -$147K | 0.1% | 86 |
|
|
2019
Q2 | $428K | Hold |
7,937
| – | – | 0.15% | 77 |
|
|
2019
Q1 | $396K | Hold |
7,937
| – | – | 0.14% | 80 |
|
|
2018
Q4 | $318K | Hold |
7,937
| – | – | 0.13% | 81 |
|
|
2018
Q3 | $341K | Hold |
7,937
| – | – | 0.12% | 79 |
|
|
2018
Q2 | $325K | Hold |
7,937
| – | – | 0.12% | 79 |
|
|
2018
Q1 | $331K | Sell |
7,937
-125
| -2% | -$5.21K | 0.13% | 80 |
|
|
2017
Q4 | $345K | Buy |
8,062
+63
| +0.8% | +$2.7K | 0.13% | 78 |
|
|
2017
Q3 | $325K | Hold |
7,999
| – | – | 0.12% | 78 |
|
|
2017
Q2 | $345K | Sell |
7,999
-259
| -3% | -$11.2K | 0.13% | 80 |
|
|
2017
Q1 | $356K | Hold |
8,258
| – | – | 0.13% | 80 |
|
|
2016
Q4 | $366K | Hold |
8,258
| – | – | 0.14% | 79 |
|
|
2016
Q3 | $363K | Sell |
8,258
-200
| -2% | -$8.79K | 0.14% | 79 |
|
|
2016
Q2 | $385K | Sell |
8,458
-47,863
| -85% | -$2.18M | 0.14% | 79 |
|
|
2016
Q1 | $2.26M | Sell |
56,321
-570
| -1% | -$22.9K | 0.81% | 45 |
|
|
2015
Q4 | $2.55M | Sell |
56,891
-166
| -0.3% | -$7.44K | 0.98% | 38 |
|
|
2015
Q3 | $2.39M | Sell |
57,057
-200
| -0.3% | -$8.37K | 0.97% | 39 |
|
|
2015
Q2 | $2.36M | Sell |
57,257
-261
| -0.5% | -$10.7K | 0.9% | 44 |
|
|
2015
Q1 | $2.08M | Hold |
57,518
| – | – | 0.78% | 45 |
|
|
2014
Q4 | $2.09M | Sell |
57,518
-777
| -1% | -$28.2K | 0.79% | 44 |
|
|
2014
Q3 | $2M | Hold |
58,295
| – | – | 0.8% | 44 |
|
|
2014
Q2 | $2.19M | Sell |
58,295
-1,038
| -2% | -$39K | 0.85% | 43 |
|
|
2014
Q1 | $2.05M | Hold |
59,333
| – | – | 0.81% | 43 |
|
|
2013
Q4 | $2.09M | Sell |
59,333
-600
| -1% | -$21.2K | 0.82% | 46 |
|
|
2013
Q3 | $1.88M | Sell |
59,933
-334
| -0.6% | -$10.5K | 0.79% | 47 |
|
|
2013
Q2 | $1.72M | Buy |
+60,267
| New | +$1.72M | 0.74% | 47 |
|