PA
Perennial Advisors’s Mondelez International MDLZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.86M | Buy |
72,124
+71
| +0.1% | +$4.79K | 0.9% | 39 |
|
|
2025
Q1 | $4.89M | Buy |
72,053
+8,688
| +14% | +$590K | 0.98% | 39 |
|
|
2024
Q4 | $3.79M | Buy |
+63,365
| New | +$3.79M | 0.82% | 43 |
|
|
2024
Q2 | $3.55M | Buy |
54,175
+1,476
| +3% | +$96.6K | 0.79% | 44 |
|
|
2024
Q1 | $3.69M | Buy |
52,699
+1,898
| +4% | +$133K | 0.86% | 43 |
|
|
2023
Q4 | $3.68M | Buy |
50,801
+1,956
| +4% | +$142K | 0.9% | 39 |
|
|
2023
Q3 | $3.39M | Buy |
48,845
+892
| +2% | +$61.9K | 0.91% | 42 |
|
|
2023
Q2 | $3.5M | Buy |
47,953
+1,689
| +4% | +$123K | 0.89% | 41 |
|
|
2023
Q1 | $3.23M | Buy |
46,264
+9,322
| +25% | +$650K | 0.92% | 41 |
|
|
2022
Q4 | $2.46M | Buy |
36,942
+2,760
| +8% | +$184K | 0.78% | 47 |
|
|
2022
Q3 | $1.88M | Buy |
34,182
+3,120
| +10% | +$171K | 0.61% | 52 |
|
|
2022
Q2 | $1.93M | Buy |
31,062
+2,089
| +7% | +$130K | 0.6% | 52 |
|
|
2022
Q1 | $1.82M | Buy |
+28,973
| New | +$1.82M | 0.48% | 53 |
|
|
2021
Q3 | – | Sell |
-227
| Closed | -$14K | – | 194 |
|
|
2021
Q2 | $14K | Sell |
227
-200
| -47% | -$12.3K | ﹤0.01% | 229 |
|
|
2021
Q1 | $25K | Buy |
427
+227
| +114% | +$13.3K | 0.01% | 192 |
|
|
2020
Q4 | $12K | Buy |
+200
| New | +$12K | ﹤0.01% | 196 |
|
|
2020
Q3 | – | Sell |
-200
| Closed | -$10K | – | 149 |
|
|
2020
Q2 | $10K | Buy |
+200
| New | +$10K | ﹤0.01% | 189 |
|
|
2018
Q4 | – | Sell |
-2,900
| Closed | -$125K | – | 219 |
|
|
2018
Q3 | $125K | Hold |
2,900
| – | – | 0.07% | 78 |
|
|
2018
Q2 | $119K | Hold |
2,900
| – | – | 0.07% | 82 |
|
|
2018
Q1 | $121K | Hold |
2,900
| – | – | 0.08% | 80 |
|
|
2017
Q4 | $124K | Sell |
2,900
-3,963
| -58% | -$169K | 0.08% | 84 |
|
|
2017
Q3 | $279K | Buy |
6,863
+1,138
| +20% | +$46.3K | 0.19% | 67 |
|
|
2017
Q2 | $247K | Buy |
5,725
+651
| +13% | +$28.1K | 0.18% | 68 |
|
|
2017
Q1 | $219K | Sell |
5,074
-1,153
| -19% | -$49.8K | 0.17% | 69 |
|
|
2016
Q4 | $276K | Buy |
+6,227
| New | +$276K | 0.23% | 66 |
|