Rothschild Investment LLC’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 | $574K | Buy |
8,513
+241
| +3% | +$16.3K | 0.04% | 313 |
|
2025
Q1 | $561K | Buy |
8,272
+447
| +6% | +$30.3K | 0.04% | 314 |
|
2024
Q4 | $467K | Sell |
7,825
-1,450
| -16% | -$86.6K | 0.03% | 356 |
|
2024
Q3 | $683K | Sell |
9,275
-337
| -4% | -$24.8K | 0.04% | 299 |
|
2024
Q2 | $629K | Buy |
9,612
+1,149
| +14% | +$75.2K | 0.04% | 297 |
|
2024
Q1 | $592K | Buy |
8,463
+77
| +0.9% | +$5.39K | 0.04% | 304 |
|
2023
Q4 | $607K | Buy |
8,386
+1,075
| +15% | +$77.9K | 0.05% | 257 |
|
2023
Q3 | $507K | Sell |
7,311
-125
| -2% | -$8.67K | 0.04% | 292 |
|
2023
Q2 | $542K | Sell |
7,436
-1,181
| -14% | -$86.1K | 0.05% | 289 |
|
2023
Q1 | $601K | Sell |
8,617
-45
| -0.5% | -$3.14K | 0.05% | 277 |
|
2022
Q4 | $577K | Buy |
8,662
+115
| +1% | +$7.66K | 0.05% | 272 |
|
2022
Q3 | $469K | Hold |
8,547
| – | – | 0.05% | 287 |
|
2022
Q2 | $531K | Hold |
8,547
| – | – | 0.05% | 282 |
|
2022
Q1 | $537K | Sell |
8,547
-101
| -1% | -$6.35K | 0.04% | 308 |
|
2021
Q4 | $573K | Sell |
8,648
-1,825
| -17% | -$121K | 0.04% | 304 |
|
2021
Q3 | $609K | Buy |
10,473
+1,760
| +20% | +$102K | 0.05% | 277 |
|
2021
Q2 | $544K | Buy |
8,713
+158
| +2% | +$9.87K | 0.04% | 311 |
|
2021
Q1 | $501K | Buy |
8,555
+366
| +4% | +$21.4K | 0.04% | 308 |
|
2020
Q4 | $479K | Sell |
8,189
-1,000
| -11% | -$58.5K | 0.05% | 295 |
|
2020
Q3 | $528K | Buy |
9,189
+100
| +1% | +$5.75K | 0.06% | 256 |
|
2020
Q2 | $465K | Buy |
9,089
+45
| +0.5% | +$2.3K | 0.06% | 261 |
|
2020
Q1 | $453K | Sell |
9,044
-300
| -3% | -$15K | 0.06% | 254 |
|
2019
Q4 | $515K | Sell |
9,344
-200
| -2% | -$11K | 0.05% | 290 |
|
2019
Q3 | $528K | Hold |
9,544
| – | – | 0.06% | 245 |
|
2019
Q2 | $514K | Hold |
9,544
| – | – | 0.06% | 253 |
|
2019
Q1 | $476K | Buy |
9,544
+600
| +7% | +$29.9K | 0.06% | 259 |
|
2018
Q4 | $358K | Buy |
8,944
+500
| +6% | +$20K | 0.05% | 264 |
|
2018
Q3 | $363K | Hold |
8,444
| – | – | 0.04% | 272 |
|
2018
Q2 | $346K | Sell |
8,444
-181
| -2% | -$7.42K | 0.04% | 281 |
|
2018
Q1 | $360K | Sell |
8,625
-148
| -2% | -$6.18K | 0.05% | 278 |
|
2017
Q4 | $375K | Hold |
8,773
| – | – | 0.04% | 302 |
|
2017
Q3 | $357K | Sell |
8,773
-29
| -0.3% | -$1.18K | 0.04% | 313 |
|
2017
Q2 | $380K | Sell |
8,802
-11,500
| -57% | -$496K | 0.04% | 317 |
|
2017
Q1 | $875K | Buy |
20,302
+182
| +0.9% | +$7.84K | 0.1% | 207 |
|
2016
Q4 | $892K | Sell |
20,120
-717
| -3% | -$31.8K | 0.11% | 204 |
|
2016
Q3 | $915K | Buy |
20,837
+11,801
| +131% | +$518K | 0.11% | 190 |
|
2016
Q2 | $411K | Sell |
9,036
-498
| -5% | -$22.7K | 0.05% | 293 |
|
2016
Q1 | $382K | Sell |
9,534
-1,716
| -15% | -$68.8K | 0.05% | 304 |
|
2015
Q4 | $504K | Buy |
11,250
+2
| +0% | +$90 | 0.06% | 268 |
|
2015
Q3 | $471K | Buy |
11,248
+1
| +0% | +$42 | 0.06% | 293 |
|
2015
Q2 | $463K | Hold |
11,247
| – | – | 0.05% | 315 |
|
2015
Q1 | $406K | Sell |
11,247
-55
| -0.5% | -$1.99K | 0.05% | 329 |
|
2014
Q4 | $411K | Sell |
11,302
-561
| -5% | -$20.4K | 0.05% | 321 |
|
2014
Q3 | $406K | Buy |
11,863
+278
| +2% | +$9.51K | 0.05% | 330 |
|
2014
Q2 | $436K | Buy |
11,585
+355
| +3% | +$13.4K | 0.06% | 288 |
|
2014
Q1 | $388K | Sell |
11,230
-498
| -4% | -$17.2K | 0.05% | 306 |
|
2013
Q4 | $414K | Buy |
11,728
+2
| +0% | +$71 | 0.06% | 299 |
|
2013
Q3 | $368K | Buy |
11,726
+650
| +6% | +$20.4K | 0.05% | 288 |
|
2013
Q2 | $316K | Buy |
+11,076
| New | +$316K | 0.05% | 282 |
|