Moneta Group Investment Advisors’s Mondelez International MDLZ Stock Holding History

Moneta Group Investment Advisors’s Portfolio MDLZ Stock Details MDLZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.8M	Buy	41,549 +3,430	+9%	+$231K	0.03%	189
2025 Q1	$2.59M	Sell	38,119 -1,248	-3%	-$84.7K	0.04%	180
2024 Q4	$2.35M	Buy	39,367 +2,833	+8%	+$169K	0.03%	187
2024 Q3	$2.69M	Sell	36,534 -1,892	-5%	-$139K	0.04%	171
2024 Q2	$2.51M	Buy	38,426 +325	+0.9%	+$21.3K	0.04%	171
2024 Q1	$2.67M	Buy	38,101 +2,447	+7%	+$171K	0.04%	165
2023 Q4	$2.58M	Sell	35,654 -3,883	-10%	-$281K	0.05%	152
2023 Q3	$2.74M	Buy	39,537 +621	+2%	+$43.1K	0.06%	141
2023 Q2	$2.84M	Buy	38,916 +13,840	+55%	+$1.01M	0.06%	145
2023 Q1	$1.75M	Buy	25,076 +2,716	+12%	+$189K	0.04%	172
2022 Q4	$1.46M	Buy	22,360 +2,243	+11%	+$147K	0.04%	175
2022 Q3	$1.1M	Sell	20,117 -627	-3%	-$34.4K	0.04%	181
2022 Q2	$1.29M	Buy	20,744 +9,817	+90%	+$610K	0.04%	179
2022 Q1	$686K	Sell	10,927 -399	-4%	-$25K	0.03%	251
2021 Q4	$751K	Buy	11,326 +1,254	+12%	+$83.2K	0.03%	241
2021 Q3	$586K	Sell	10,072 -770	-7%	-$44.8K	0.03%	260
2021 Q2	$677K	Buy	10,842 +249	+2%	+$15.5K	0.03%	241
2021 Q1	$620K	Buy	10,593 +1,186	+13%	+$69.4K	0.03%	231
2020 Q4	$550K	Buy	9,407 +2,793	+42%	+$163K	0.04%	187
2020 Q3	$380K	Buy	+6,614	New	+$380K	0.03%	196
2018 Q2	–	Sell	-1,023	Closed	-$43K	–	542
2018 Q1	$43K	Sell	1,023 -27	-3%	-$1.14K	0.01%	331
2017 Q4	$45K	Buy	+1,050	New	+$45K	0.01%	271
2015 Q4	–	Sell	-1,023	Closed	-$43K	–	306
2015 Q3	$43K	Buy	+1,023	New	+$43K	0.01%	248
2015 Q2	–	Sell	-9,000	Closed	-$325K	–	146
2015 Q1	$325K	Hold	9,000	–	–	0.14%	114
2014 Q4	$327K	Hold	9,000	–	–	0.16%	111
2014 Q3	$308K	Hold	9,000	–	–	0.16%	106
2014 Q2	$338K	Hold	9,000	–	–	0.18%	96
2014 Q1	$311K	Hold	9,000	–	–	0.18%	90
2013 Q4	$318K	Hold	9,000	–	–	0.19%	89
2013 Q3	$283K	Hold	9,000	–	–	0.19%	92
2013 Q2	$257K	Buy	+9,000	New	+$257K	0.18%	94