SAM
Satovsky Asset Management’s Mondelez International MDLZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $218K | Buy |
3,238
+22
| +0.7% | +$1.48K | 0.05% | 56 |
|
|
2025
Q1 | $218K | Sell |
3,216
-358
| -10% | -$24.3K | 0.05% | 51 |
|
|
2024
Q4 | $213K | Sell |
3,574
-63
| -2% | -$3.76K | 0.05% | 47 |
|
|
2024
Q3 | $268K | Buy |
3,637
+16
| +0.4% | +$1.18K | 0.06% | 40 |
|
|
2024
Q2 | $237K | Buy |
3,621
+22
| +0.6% | +$1.44K | 0.06% | 39 |
|
|
2024
Q1 | $252K | Buy |
3,599
+29
| +0.8% | +$2.03K | 0.07% | 35 |
|
|
2023
Q4 | $259K | Buy |
3,570
+24
| +0.7% | +$1.74K | 0.08% | 37 |
|
|
2023
Q3 | $246K | Buy |
3,546
+19
| +0.5% | +$1.32K | 0.08% | 34 |
|
|
2023
Q2 | $257K | Buy |
3,527
+88
| +3% | +$6.42K | 0.09% | 37 |
|
|
2023
Q1 | $240K | Buy |
3,439
+19
| +0.6% | +$1.33K | 0.09% | 35 |
|
|
2022
Q4 | $228K | Buy |
+3,420
| New | +$228K | 0.09% | 36 |
|
|
2022
Q3 | – | Sell |
-3,378
| Closed | -$210K | – | 33 |
|
|
2022
Q2 | $210K | Buy |
3,378
+18
| +0.5% | +$1.12K | 0.12% | 33 |
|
|
2022
Q1 | $211K | Buy |
3,360
+18
| +0.5% | +$1.13K | 0.14% | 33 |
|
|
2021
Q4 | $222K | Buy |
+3,342
| New | +$222K | 0.15% | 29 |
|
|
2021
Q3 | – | Sell |
-3,312
| Closed | -$207K | – | 29 |
|
|
2021
Q2 | $207K | Buy |
+3,312
| New | +$207K | 0.16% | 30 |
|