Perigon Wealth Management’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 | $885K | Buy |
13,124
+393
| +3% | +$26.5K | 0.02% | 506 |
|
|
2025
Q1 | $864K | Sell |
12,731
-996
| -7% | -$67.6K | 0.02% | 487 |
|
|
2024
Q4 | $796K | Buy |
13,727
+1,425
| +12% | +$82.6K | 0.02% | 507 |
|
|
2024
Q3 | $906K | Sell |
12,302
-645
| -5% | -$47.5K | 0.02% | 460 |
|
|
2024
Q2 | $847K | Sell |
12,947
-1,077
| -8% | -$70.5K | 0.02% | 408 |
|
|
2024
Q1 | $982K | Buy |
14,024
+661
| +5% | +$46.3K | 0.03% | 375 |
|
|
2023
Q4 | $968K | Buy |
13,363
+885
| +7% | +$64.1K | 0.03% | 346 |
|
|
2023
Q3 | $866K | Sell |
12,478
-1,586
| -11% | -$110K | 0.04% | 330 |
|
|
2023
Q2 | $1.03M | Buy |
14,064
+1,163
| +9% | +$84.8K | 0.04% | 316 |
|
|
2023
Q1 | $899K | Buy |
12,901
+1,245
| +11% | +$86.8K | 0.05% | 289 |
|
|
2022
Q4 | $777K | Buy |
11,656
+4,441
| +62% | +$296K | 0.05% | 316 |
|
|
2022
Q3 | $396K | Sell |
7,215
-236
| -3% | -$13K | 0.03% | 371 |
|
|
2022
Q2 | $463K | Buy |
7,451
+402
| +6% | +$25K | 0.04% | 347 |
|
|
2022
Q1 | $443K | Buy |
7,049
+658
| +10% | +$41.4K | 0.03% | 381 |
|
|
2021
Q4 | $424K | Buy |
6,391
+1,108
| +21% | +$73.5K | 0.03% | 375 |
|
|
2021
Q3 | $307K | Buy |
5,283
+44
| +0.8% | +$2.56K | 0.03% | 411 |
|
|
2021
Q2 | $327K | Buy |
5,239
+247
| +5% | +$15.4K | 0.03% | 384 |
|
|
2021
Q1 | $292K | Sell |
4,992
-181
| -3% | -$10.6K | 0.03% | 397 |
|
|
2020
Q4 | $302K | Buy |
5,173
+471
| +10% | +$27.5K | 0.04% | 326 |
|
|
2020
Q3 | $270K | Buy |
4,702
+86
| +2% | +$4.94K | 0.04% | 310 |
|
|
2020
Q2 | $236K | Sell |
4,616
-187
| -4% | -$9.56K | 0.04% | 302 |
|
|
2020
Q1 | $251K | Buy |
+4,803
| New | +$251K | 0.05% | 268 |
|
|
2019
Q1 | – | Sell |
-12,765
| Closed | -$545K | – | 233 |
|
|
2018
Q4 | $545K | Buy |
+12,765
| New | +$545K | 0.14% | 114 |
|
|
2018
Q2 | – | Sell |
-1,465
| Closed | -$61K | – | 466 |
|
|
2018
Q1 | $61K | Hold |
1,465
| – | – | 0.02% | 287 |
|
|
2017
Q4 | $63K | Buy |
1,465
+335
| +30% | +$14.4K | 0.02% | 266 |
|
|
2017
Q3 | $46K | Buy |
1,130
+519
| +85% | +$21.1K | 0.01% | 348 |
|
|
2017
Q2 | $27K | Buy |
611
+81
| +15% | +$3.58K | 0.01% | 429 |
|
|
2017
Q1 | $23K | Hold |
530
| – | – | ﹤0.01% | 458 |
|
|
2016
Q4 | $23K | Buy |
+530
| New | +$23K | 0.01% | 447 |
|
|
2016
Q3 | – | Sell |
-245
| Closed | -$11K | – | 623 |
|
|
2016
Q2 | $11K | Buy |
245
+194
| +380% | +$8.71K | ﹤0.01% | 367 |
|
|
2016
Q1 | $2K | Buy |
+51
| New | +$2K | ﹤0.01% | 257 |
|