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NCM
Nelson Capital Management’s
Mondelez International
MDLZ
Stock Holding History
Nelson Capital Management’s Portfolio
MDLZ Stock Details
MDLZ Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2024
Q4
–
Sell
-3,113
Closed
-$229K
–
112
2024
Q3
$229K
Buy
3,113
+3
+0.1%
+$211
0.04%
101
2024
Q2
$204K
Buy
+3,110
New
+$213K
0.04%
103
2019
Q4
–
Sell
-500
Closed
-$28K
–
214
2019
Q3
$28K
Buy
500
+300
+150%
+$16.4K
0.01%
189
2019
Q2
$11K
Buy
+200
New
+$10.4K
﹤0.01%
224
2018
Q4
–
Sell
-16
Closed
-$1K
–
306
2018
Q3
$1K
Hold
16
–
–
﹤0.01%
284
2018
Q2
$1K
Buy
+16
New
+$643
﹤0.01%
252
2018
Q1
–
Sell
-42
Closed
-$2K
–
293
2017
Q4
$2K
Buy
+42
New
+$1.76K
﹤0.01%
306
2014
Q3
–
Sell
-239
Closed
-$9K
–
319
2014
Q2
$9K
Hold
239
–
–
﹤0.01%
246
2014
Q1
$8K
Hold
239
–
–
﹤0.01%
215
2013
Q4
$8K
Hold
239
–
–
﹤0.01%
200
2013
Q3
$8K
Hold
239
–
–
﹤0.01%
191
2013
Q2
$7K
Buy
+239
New
+$7.27K
﹤0.01%
195
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30.41%
1-Year Est. Return
Geode Capital Management
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$1.61T AUM
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1-Year Est. Return
Bank of America
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$1.37T AUM
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1-Year Est. Return
Morgan Stanley
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$1.66T AUM
25.57%
1-Year Est. Return
Ameriprise
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$431B AUM
30.22%
1-Year Est. Return
Norges Bank
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$935B AUM
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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