Obermeyer Wealth Partners’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 | $591K | Sell |
8,759
-184
| -2% | -$12.4K | 0.03% | 142 |
|
|
2025
Q1 | $607K | Buy |
8,943
+931
| +12% | +$63.2K | 0.03% | 131 |
|
|
2024
Q4 | $479K | Sell |
8,012
-725
| -8% | -$43.3K | 0.02% | 159 |
|
|
2024
Q3 | $644K | Sell |
8,737
-123
| -1% | -$9.06K | 0.03% | 130 |
|
|
2024
Q2 | $580K | Sell |
8,860
-132
| -1% | -$8.64K | 0.03% | 135 |
|
|
2024
Q1 | $629K | Sell |
8,992
-51
| -0.6% | -$3.57K | 0.04% | 121 |
|
|
2023
Q4 | $655K | Sell |
9,043
-238
| -3% | -$17.2K | 0.04% | 92 |
|
|
2023
Q3 | $644K | Sell |
9,281
-571
| -6% | -$39.6K | 0.05% | 95 |
|
|
2023
Q2 | $719K | Buy |
9,852
+65
| +0.7% | +$4.74K | 0.05% | 93 |
|
|
2023
Q1 | $682K | Buy |
9,787
+46
| +0.5% | +$3.21K | 0.05% | 95 |
|
|
2022
Q4 | $649K | Buy |
9,741
+537
| +6% | +$35.8K | 0.05% | 94 |
|
|
2022
Q3 | $505K | Sell |
9,204
-1,725
| -16% | -$94.6K | 0.04% | 115 |
|
|
2022
Q2 | $679K | Buy |
10,929
+122
| +1% | +$7.58K | 0.05% | 87 |
|
|
2022
Q1 | $678K | Hold |
10,807
| – | – | 0.04% | 104 |
|
|
2021
Q4 | $717K | Buy |
10,807
+663
| +7% | +$44K | 0.04% | 99 |
|
|
2021
Q3 | $590K | Sell |
10,144
-15
| -0.1% | -$872 | 0.03% | 107 |
|
|
2021
Q2 | $634K | Buy |
10,159
+558
| +6% | +$34.8K | 0.04% | 109 |
|
|
2021
Q1 | $562K | Buy |
9,601
+4,000
| +71% | +$234K | 0.03% | 113 |
|
|
2020
Q4 | $327K | Sell |
5,601
-17
| -0.3% | -$993 | 0.02% | 109 |
|
|
2020
Q3 | $323K | Buy |
5,618
+1,585
| +39% | +$91.1K | 0.02% | 111 |
|
|
2020
Q2 | $206K | Buy |
+4,033
| New | +$206K | 0.02% | 130 |
|
|
2019
Q3 | – | Sell |
-4,376
| Closed | -$236K | – | 126 |
|
|
2019
Q2 | $236K | Hold |
4,376
| – | – | 0.02% | 108 |
|
|
2019
Q1 | $218K | Buy |
+4,376
| New | +$218K | 0.02% | 109 |
|
|
2018
Q4 | – | Sell |
-5,776
| Closed | -$248K | – | 118 |
|
|
2018
Q3 | $248K | Buy |
5,776
+175
| +3% | +$7.51K | 0.02% | 108 |
|
|
2018
Q2 | $230K | Hold |
5,601
| – | – | 0.02% | 107 |
|
|
2018
Q1 | $234K | Hold |
5,601
| – | – | 0.02% | 104 |
|
|
2017
Q4 | $240K | Sell |
5,601
-75
| -1% | -$3.21K | 0.02% | 111 |
|
|
2017
Q3 | $231K | Sell |
5,676
-99
| -2% | -$4.03K | 0.02% | 107 |
|
|
2017
Q2 | $249K | Sell |
5,775
-1,653
| -22% | -$71.3K | 0.02% | 109 |
|
|
2017
Q1 | $320K | Hold |
7,428
| – | – | 0.03% | 98 |
|
|
2016
Q4 | $329K | Sell |
7,428
-560
| -7% | -$24.8K | 0.03% | 98 |
|
|
2016
Q3 | $351K | Sell |
7,988
-115
| -1% | -$5.05K | 0.03% | 94 |
|
|
2016
Q2 | $369K | Sell |
8,103
-1,669
| -17% | -$76K | 0.04% | 90 |
|
|
2016
Q1 | $392K | Hold |
9,772
| – | – | 0.04% | 82 |
|
|
2015
Q4 | $438K | Hold |
9,772
| – | – | 0.04% | 82 |
|
|
2015
Q3 | $409K | Sell |
9,772
-297
| -3% | -$12.4K | 0.04% | 78 |
|
|
2015
Q2 | $414K | Buy |
10,069
+1,084
| +12% | +$44.6K | 0.04% | 90 |
|
|
2015
Q1 | $324K | Sell |
8,985
-100
| -1% | -$3.61K | 0.03% | 110 |
|
|
2014
Q4 | $330K | Buy |
9,085
+2,350
| +35% | +$85.4K | 0.03% | 112 |
|
|
2014
Q3 | $231K | Hold |
6,735
| – | – | 0.06% | 56 |
|
|
2014
Q2 | $253K | Sell |
6,735
-1,176
| -15% | -$44.2K | 0.06% | 49 |
|
|
2014
Q1 | $273K | Buy |
7,911
+341
| +5% | +$11.8K | 0.07% | 45 |
|
|
2013
Q4 | $267K | Hold |
7,570
| – | – | 0.07% | 51 |
|
|
2013
Q3 | $238K | Hold |
7,570
| – | – | 0.07% | 50 |
|
|
2013
Q2 | $216K | Buy |
+7,570
| New | +$216K | 0.06% | 54 |
|