Principle Wealth Partners’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 | $731K | Buy |
10,842
+1
| +0% | +$67 | 0.05% | 186 |
|
|
2025
Q1 | $736K | Buy |
10,841
+200
| +2% | +$13.6K | 0.05% | 184 |
|
|
2024
Q4 | $636K | Buy |
10,641
+568
| +6% | +$33.9K | 0.04% | 200 |
|
|
2024
Q3 | $742K | Hold |
10,073
| – | – | 0.05% | 186 |
|
|
2024
Q2 | $659K | Sell |
10,073
-30
| -0.3% | -$1.96K | 0.05% | 187 |
|
|
2024
Q1 | $707K | Buy |
10,103
+1,405
| +16% | +$98.4K | 0.06% | 184 |
|
|
2023
Q4 | $630K | Hold |
8,698
| – | – | 0.05% | 188 |
|
|
2023
Q3 | $604K | Hold |
8,698
| – | – | 0.06% | 186 |
|
|
2023
Q2 | $634K | Buy |
8,698
+107
| +1% | +$7.81K | 0.06% | 175 |
|
|
2023
Q1 | $599K | Hold |
8,591
| – | – | 0.06% | 174 |
|
|
2022
Q4 | $573K | Buy |
8,591
+561
| +7% | +$37.4K | 0.06% | 175 |
|
|
2022
Q3 | $440 | Hold |
8,030
| – | – | 0.04% | 194 |
|
|
2022
Q2 | $499K | Hold |
8,030
| – | – | 0.06% | 194 |
|
|
2022
Q1 | $504K | Hold |
8,030
| – | – | 0.05% | 201 |
|
|
2021
Q4 | $532K | Buy |
8,030
+14
| +0.2% | +$928 | 0.06% | 198 |
|
|
2021
Q3 | $466K | Buy |
8,016
+207
| +3% | +$12K | 0.05% | 204 |
|
|
2021
Q2 | $488K | Hold |
7,809
| – | – | 0.06% | 202 |
|
|
2021
Q1 | $457K | Buy |
7,809
+1,400
| +22% | +$81.9K | 0.05% | 201 |
|
|
2020
Q4 | $375K | Buy |
6,409
+1,725
| +37% | +$101K | 0.05% | 205 |
|
|
2020
Q3 | $269K | Hold |
4,684
| – | – | 0.08% | 128 |
|
|
2020
Q2 | $239K | Hold |
4,684
| – | – | 0.07% | 131 |
|
|
2020
Q1 | $235K | Sell |
4,684
-841
| -15% | -$42.2K | 0.09% | 121 |
|
|
2019
Q4 | $304K | Hold |
5,525
| – | – | 0.1% | 125 |
|
|
2019
Q3 | $306K | Buy |
5,525
+246
| +5% | +$13.6K | 0.11% | 123 |
|
|
2019
Q2 | $285K | Sell |
5,279
-829
| -14% | -$44.8K | 0.15% | 110 |
|
|
2019
Q1 | $305K | Buy |
6,108
+85
| +1% | +$4.24K | 0.17% | 98 |
|
|
2018
Q4 | $241K | Buy |
+6,023
| New | +$241K | 0.2% | 98 |
|