Schear Investment Advisers’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 | – | Sell |
-3,005
| Closed | -$204K | – | 87 |
|
2025
Q1 | $204K | Sell |
3,005
-3,127
| -51% | -$212K | 0.12% | 88 |
|
2024
Q4 | $366K | Sell |
6,132
-1,835
| -23% | -$110K | 0.2% | 78 |
|
2024
Q3 | $587K | Sell |
7,967
-81
| -1% | -$5.97K | 0.36% | 72 |
|
2024
Q2 | $527K | Sell |
8,048
-450
| -5% | -$29.4K | 0.38% | 69 |
|
2024
Q1 | $595K | Buy |
8,498
+885
| +12% | +$62K | 0.48% | 65 |
|
2023
Q4 | $551K | Buy |
7,613
+60
| +0.8% | +$4.35K | 0.53% | 54 |
|
2023
Q3 | $524K | Sell |
7,553
-218
| -3% | -$15.1K | 0.57% | 53 |
|
2023
Q2 | $567K | Buy |
7,771
+796
| +11% | +$58.1K | 0.6% | 55 |
|
2023
Q1 | $486K | Buy |
6,975
+30
| +0.4% | +$2.09K | 0.58% | 58 |
|
2022
Q4 | $463K | Buy |
+6,945
| New | +$463K | 0.57% | 60 |
|