Pinnacle Wealth Planning Services’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 | $320K | Sell |
4,739
-122
| -3% | -$8.23K | 0.04% | 279 |
|
|
2025
Q1 | $330K | Buy |
4,861
+379
| +8% | +$25.7K | 0.05% | 236 |
|
|
2024
Q4 | $268K | Sell |
4,482
-1,999
| -31% | -$119K | 0.04% | 280 |
|
|
2024
Q3 | $477K | Sell |
6,481
-72
| -1% | -$5.3K | 0.06% | 200 |
|
|
2024
Q2 | $429K | Sell |
6,553
-126
| -2% | -$8.25K | 0.06% | 206 |
|
|
2024
Q1 | $468K | Sell |
6,679
-1,564
| -19% | -$109K | 0.07% | 198 |
|
|
2023
Q4 | $597K | Buy |
8,243
+319
| +4% | +$23.1K | 0.09% | 144 |
|
|
2023
Q3 | $550K | Sell |
7,924
-1,745
| -18% | -$121K | 0.09% | 143 |
|
|
2023
Q2 | $705K | Sell |
9,669
-800
| -8% | -$58.4K | 0.11% | 121 |
|
|
2023
Q1 | $730K | Buy |
10,469
+116
| +1% | +$8.09K | 0.12% | 122 |
|
|
2022
Q4 | $690K | Sell |
10,353
-293
| -3% | -$19.5K | 0.12% | 115 |
|
|
2022
Q3 | $583K | Sell |
10,646
-26
| -0.2% | -$1.42K | 0.11% | 124 |
|
|
2022
Q2 | $663K | Buy |
10,672
+1,429
| +15% | +$88.8K | 0.12% | 116 |
|
|
2022
Q1 | $580K | Buy |
9,243
+40
| +0.4% | +$2.51K | 0.11% | 146 |
|
|
2021
Q4 | $610K | Buy |
9,203
+815
| +10% | +$54K | 0.12% | 130 |
|
|
2021
Q3 | $488K | Buy |
8,388
+71
| +0.9% | +$4.13K | 0.11% | 143 |
|
|
2021
Q2 | $520K | Sell |
8,317
-543
| -6% | -$34K | 0.12% | 127 |
|
|
2021
Q1 | $518K | Buy |
8,860
+402
| +5% | +$23.5K | 0.13% | 123 |
|
|
2020
Q4 | $494K | Buy |
8,458
+271
| +3% | +$15.8K | 0.12% | 114 |
|
|
2020
Q3 | $470K | Sell |
8,187
-190
| -2% | -$10.9K | 0.16% | 106 |
|
|
2020
Q2 | $428K | Sell |
8,377
-1,709
| -17% | -$87.3K | 0.14% | 121 |
|
|
2020
Q1 | $504K | Buy |
10,086
+2,374
| +31% | +$119K | 0.24% | 84 |
|
|
2019
Q4 | $424K | Buy |
7,712
+1,121
| +17% | +$61.6K | 0.2% | 105 |
|
|
2019
Q3 | $364K | Buy |
6,591
+1,079
| +20% | +$59.6K | 0.2% | 100 |
|
|
2019
Q2 | $297K | Buy |
5,512
+761
| +16% | +$41K | 0.18% | 115 |
|
|
2019
Q1 | $237K | Buy |
+4,751
| New | +$237K | 0.16% | 126 |
|
|
2018
Q4 | – | Sell |
-4,712
| Closed | -$203K | – | 172 |
|
|
2018
Q3 | $203K | Buy |
+4,712
| New | +$203K | 0.19% | 160 |
|