Schwarz Dygos Wheeler Investment Advisors’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 | $273K | Hold |
4,053
| – | – | 0.06% | 143 |
|
|
2025
Q1 | $275K | Hold |
4,053
| – | – | 0.07% | 138 |
|
|
2024
Q4 | $242K | Hold |
4,053
| – | – | 0.06% | 145 |
|
|
2024
Q3 | $299K | Hold |
4,053
| – | – | 0.07% | 124 |
|
|
2024
Q2 | $265K | Sell |
4,053
-200
| -5% | -$13.1K | 0.07% | 123 |
|
|
2024
Q1 | $298K | Sell |
4,253
-479
| -10% | -$33.5K | 0.08% | 123 |
|
|
2023
Q4 | $343K | Buy |
4,732
+479
| +11% | +$34.7K | 0.11% | 111 |
|
|
2023
Q3 | $295K | Hold |
4,253
| – | – | 0.1% | 111 |
|
|
2023
Q2 | $310K | Hold |
4,253
| – | – | 0.1% | 106 |
|
|
2023
Q1 | $297K | Hold |
4,253
| – | – | 0.11% | 105 |
|
|
2022
Q4 | $283K | Hold |
4,253
| – | – | 0.11% | 101 |
|
|
2022
Q3 | $233K | Hold |
4,253
| – | – | 0.1% | 99 |
|
|
2022
Q2 | $264K | Hold |
4,253
| – | – | 0.11% | 102 |
|
|
2022
Q1 | $267K | Hold |
4,253
| – | – | 0.09% | 113 |
|
|
2021
Q4 | $282K | Hold |
4,253
| – | – | 0.1% | 110 |
|
|
2021
Q3 | $247K | Hold |
4,253
| – | – | 0.09% | 115 |
|
|
2021
Q2 | $266K | Hold |
4,253
| – | – | 0.1% | 112 |
|
|
2021
Q1 | $249K | Hold |
4,253
| – | – | 0.1% | 107 |
|
|
2020
Q4 | $249K | Buy |
4,253
+28
| +0.7% | +$1.64K | 0.12% | 96 |
|
|
2020
Q3 | $243K | Sell |
4,225
-150
| -3% | -$8.63K | 0.14% | 81 |
|
|
2020
Q2 | $226K | Sell |
4,375
-100
| -2% | -$5.17K | 0.15% | 78 |
|
|
2020
Q1 | $224K | Sell |
4,475
-175
| -4% | -$8.76K | 0.19% | 68 |
|
|
2019
Q4 | $256K | Hold |
4,650
| – | – | 0.18% | 74 |
|
|
2019
Q3 | $257K | Hold |
4,650
| – | – | 0.2% | 68 |
|
|
2019
Q2 | $251K | Hold |
4,650
| – | – | 0.21% | 66 |
|
|
2019
Q1 | $232K | Buy |
+4,650
| New | +$232K | 0.2% | 69 |
|