Optimum Investment Advisors’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 | $13.5K | Sell |
200
-17
| -8% | -$1.15K | 0.01% | 483 |
|
|
2025
Q1 | $14.7K | Buy |
217
+17
| +9% | +$1.15K | 0.01% | 477 |
|
|
2024
Q4 | $11.9K | Hold |
200
| – | – | 0.01% | 490 |
|
|
2024
Q3 | $14.7K | Hold |
200
| – | – | 0.01% | 488 |
|
|
2024
Q2 | $13.1K | Hold |
200
| – | – | 0.01% | 496 |
|
|
2024
Q1 | $14K | Hold |
200
| – | – | 0.01% | 490 |
|
|
2023
Q4 | $14.5K | Sell |
200
-752
| -79% | -$54.5K | 0.01% | 479 |
|
|
2023
Q3 | $66.1K | Buy |
952
+2
| +0.2% | +$139 | 0.03% | 330 |
|
|
2023
Q2 | $69.3K | Hold |
950
| – | – | 0.03% | 332 |
|
|
2023
Q1 | $66.2K | Hold |
950
| – | – | 0.03% | 330 |
|
|
2022
Q4 | $63.3K | Hold |
950
| – | – | 0.03% | 343 |
|
|
2022
Q3 | $52K | Hold |
950
| – | – | 0.03% | 369 |
|
|
2022
Q2 | $59K | Hold |
950
| – | – | 0.03% | 368 |
|
|
2022
Q1 | $60K | Hold |
950
| – | – | 0.03% | 398 |
|
|
2021
Q4 | $63K | Hold |
950
| – | – | 0.02% | 417 |
|
|
2021
Q3 | $55K | Hold |
950
| – | – | 0.02% | 435 |
|
|
2021
Q2 | $59K | Hold |
950
| – | – | 0.02% | 470 |
|
|
2021
Q1 | $56K | Hold |
950
| – | – | 0.02% | 475 |
|
|
2020
Q4 | $56K | Sell |
950
-1,000
| -51% | -$58.9K | 0.02% | 458 |
|
|
2020
Q3 | $112K | Hold |
1,950
| – | – | 0.04% | 317 |
|
|
2020
Q2 | $100K | Hold |
1,950
| – | – | 0.03% | 325 |
|
|
2020
Q1 | $98K | Sell |
1,950
-230
| -11% | -$11.6K | 0.04% | 309 |
|
|
2019
Q4 | $120K | Hold |
2,180
| – | – | 0.04% | 363 |
|
|
2019
Q3 | $121K | Buy |
2,180
+80
| +4% | +$4.44K | 0.04% | 343 |
|
|
2019
Q2 | $113K | Hold |
2,100
| – | – | 0.04% | 354 |
|
|
2019
Q1 | $105K | Hold |
2,100
| – | – | 0.03% | 371 |
|
|
2018
Q4 | $84K | Hold |
2,100
| – | – | 0.03% | 380 |
|
|
2018
Q3 | $90K | Hold |
2,100
| – | – | 0.02% | 418 |
|
|
2018
Q2 | $86K | Hold |
2,100
| – | – | 0.02% | 419 |
|
|
2018
Q1 | $88K | Buy |
+2,100
| New | +$88K | 0.03% | 428 |
|
|
2015
Q1 | $51K | Buy |
1,426
+200
| +16% | +$7.15K | 0.02% | 508 |
|
|
2014
Q4 | $45K | Hold |
1,226
| – | – | 0.01% | 538 |
|
|
2014
Q3 | $45K | Hold |
1,226
| – | – | 0.01% | 501 |
|
|
2014
Q2 | $46K | Buy |
1,226
+950
| +344% | +$35.6K | 0.01% | 499 |
|
|
2014
Q1 | $10K | Hold |
276
| – | – | ﹤0.01% | 598 |
|
|
2013
Q4 | $10K | Hold |
276
| – | – | ﹤0.01% | 613 |
|
|
2013
Q3 | $9K | Buy |
+276
| New | +$9K | ﹤0.01% | 590 |
|