Pettee Investors’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 | $216K | Hold |
3,198
| – | – | 0.13% | 105 |
|
2025
Q1 | $217K | Sell |
3,198
-600
| -16% | -$40.7K | 0.13% | 104 |
|
2024
Q4 | $227K | Hold |
3,798
| – | – | 0.12% | 111 |
|
2024
Q3 | $280K | Hold |
3,798
| – | – | 0.14% | 108 |
|
2024
Q2 | $249K | Sell |
3,798
-173
| -4% | -$11.3K | 0.12% | 108 |
|
2024
Q1 | $278K | Hold |
3,971
| – | – | 0.12% | 108 |
|
2023
Q4 | $288K | Hold |
3,971
| – | – | 0.13% | 106 |
|
2023
Q3 | $276K | Hold |
3,971
| – | – | 0.13% | 106 |
|
2023
Q2 | $290K | Hold |
3,971
| – | – | 0.13% | 104 |
|
2023
Q1 | $277K | Hold |
3,971
| – | – | 0.13% | 104 |
|
2022
Q4 | $265K | Hold |
3,971
| – | – | 0.13% | 105 |
|
2022
Q3 | $218K | Hold |
3,971
| – | – | 0.12% | 109 |
|
2022
Q2 | $247K | Hold |
3,971
| – | – | 0.12% | 110 |
|
2022
Q1 | $249K | Hold |
3,971
| – | – | 0.11% | 115 |
|
2021
Q4 | $263K | Hold |
3,971
| – | – | 0.11% | 116 |
|
2021
Q3 | $231K | Hold |
3,971
| – | – | 0.11% | 118 |
|
2021
Q2 | $248K | Hold |
3,971
| – | – | 0.12% | 117 |
|
2021
Q1 | $232K | Hold |
3,971
| – | – | 0.11% | 114 |
|
2020
Q4 | $232K | Hold |
3,971
| – | – | 0.12% | 115 |
|
2020
Q3 | $228K | Hold |
3,971
| – | – | 0.13% | 107 |
|
2020
Q2 | $203K | Buy |
+3,971
| New | +$203K | 0.13% | 109 |
|
2020
Q1 | – | Sell |
-3,971
| Closed | -$219K | – | 111 |
|
2019
Q4 | $219K | Hold |
3,971
| – | – | 0.13% | 113 |
|
2019
Q3 | $220K | Hold |
3,971
| – | – | 0.14% | 113 |
|
2019
Q2 | $214K | Buy |
+3,971
| New | +$214K | 0.14% | 115 |
|
2018
Q3 | – | Sell |
-4,911
| Closed | -$201K | – | 117 |
|
2018
Q2 | $201K | Hold |
4,911
| – | – | 0.13% | 113 |
|
2018
Q1 | $205K | Hold |
4,911
| – | – | 0.13% | 114 |
|
2017
Q4 | $210K | Buy |
+4,911
| New | +$210K | 0.13% | 116 |
|
2017
Q3 | – | Sell |
-5,939
| Closed | -$257K | – | 115 |
|
2017
Q2 | $257K | Hold |
5,939
| – | – | 0.23% | 57 |
|
2017
Q1 | $255K | Hold |
5,939
| – | – | 0.23% | 55 |
|
2016
Q4 | $263K | Sell |
5,939
-207
| -3% | -$9.17K | 0.25% | 54 |
|
2016
Q3 | $270K | Sell |
6,146
-207
| -3% | -$9.09K | 0.26% | 57 |
|
2016
Q2 | $289K | Hold |
6,353
| – | – | 0.28% | 54 |
|
2016
Q1 | $255K | Hold |
6,353
| – | – | 0.26% | 55 |
|
2015
Q4 | $285K | Hold |
6,353
| – | – | 0.27% | 51 |
|
2015
Q3 | $266K | Hold |
6,353
| – | – | 0.28% | 48 |
|
2015
Q2 | $261K | Hold |
6,353
| – | – | 0.25% | 52 |
|
2015
Q1 | $230K | Hold |
6,353
| – | – | 0.22% | 54 |
|
2014
Q4 | $231K | Hold |
6,353
| – | – | 0.22% | 52 |
|
2014
Q3 | $218K | Hold |
6,353
| – | – | 0.21% | 53 |
|
2014
Q2 | $239K | Hold |
6,353
| – | – | 0.22% | 53 |
|
2014
Q1 | $219K | Hold |
6,353
| – | – | 0.21% | 53 |
|
2013
Q4 | $224K | Buy |
+6,353
| New | +$224K | 0.21% | 52 |
|