Omnia Family Wealth’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 | $363K | Sell |
5,339
-170
| -3% | -$11.5K | 0.13% | 54 |
|
|
2025
Q1 | $376K | Sell |
5,509
-1,046
| -16% | -$71.5K | 0.16% | 53 |
|
|
2024
Q4 | $395K | Sell |
6,555
-429
| -6% | -$25.8K | 0.16% | 49 |
|
|
2024
Q3 | $518K | Buy |
6,984
+93
| +1% | +$6.9K | 0.22% | 43 |
|
|
2024
Q2 | $454K | Buy |
6,891
+87
| +1% | +$5.73K | 0.19% | 44 |
|
|
2024
Q1 | $479K | Buy |
6,804
+369
| +6% | +$26K | 0.22% | 42 |
|
|
2023
Q4 | $469K | Sell |
6,435
-53
| -0.8% | -$3.86K | 0.24% | 38 |
|
|
2023
Q3 | $453K | Hold |
6,488
| – | – | 0.28% | 37 |
|
|
2023
Q2 | $476K | Hold |
6,488
| – | – | 0.32% | 37 |
|
|
2023
Q1 | $455K | Hold |
6,488
| – | – | 0.35% | 36 |
|
|
2022
Q4 | $435K | Hold |
6,488
| – | – | 0.35% | 39 |
|
|
2022
Q3 | $358K | Hold |
6,488
| – | – | 0.29% | 42 |
|
|
2022
Q2 | $405K | Hold |
6,488
| – | – | 0.3% | 40 |
|
|
2022
Q1 | $410K | Hold |
6,488
| – | – | 0.27% | 48 |
|
|
2021
Q4 | $432K | Hold |
6,488
| – | – | 0.26% | 49 |
|
|
2021
Q3 | $380K | Buy |
6,488
+103
| +2% | +$6.03K | 0.26% | 49 |
|
|
2021
Q2 | $401K | Hold |
6,385
| – | – | 0.26% | 44 |
|
|
2021
Q1 | $376K | Hold |
6,385
| – | – | 0.28% | 49 |
|
|
2020
Q4 | $375K | Sell |
6,385
-103
| -2% | -$6.06K | 0.34% | 47 |
|
|
2020
Q3 | $375K | Hold |
6,488
| – | – | 0.36% | 44 |
|
|
2020
Q2 | $334K | Hold |
6,488
| – | – | 0.33% | 50 |
|
|
2020
Q1 | $327K | Buy |
6,488
+103
| +2% | +$5.19K | 0.34% | 47 |
|
|
2019
Q4 | $354K | Hold |
6,385
| – | – | 0.16% | 64 |
|
|
2019
Q3 | $355K | Sell |
6,385
-346
| -5% | -$19.2K | 0.26% | 57 |
|
|
2019
Q2 | $365K | Hold |
6,731
| – | – | 0.18% | 59 |
|
|
2019
Q1 | $338K | Hold |
6,731
| – | – | 0.17% | 61 |
|
|
2018
Q4 | $271K | Buy |
6,731
+85
| +1% | +$3.42K | 0.15% | 70 |
|
|
2018
Q3 | $287K | Hold |
6,646
| – | – | 0.13% | 70 |
|
|
2018
Q2 | $274K | Buy |
6,646
+6,112
| +1,145% | +$252K | 0.13% | 70 |
|
|
2018
Q1 | $22K | Buy |
534
+188
| +54% | +$7.75K | 0.01% | 202 |
|
|
2017
Q4 | $15K | Sell |
346
-61
| -15% | -$2.65K | 0.01% | 256 |
|
|
2017
Q3 | $17K | Sell |
407
-160
| -28% | -$6.68K | 0.01% | 220 |
|
|
2017
Q2 | $25K | Hold |
567
| – | – | 0.01% | 200 |
|
|
2017
Q1 | $25K | Hold |
567
| – | – | 0.01% | 200 |
|
|
2016
Q4 | $25K | Buy |
+567
| New | +$25K | 0.01% | 205 |
|