Smith Salley Wealth Management’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 | $2.15M | Buy |
31,831
+804
| +3% | +$54.2K | 0.12% | 110 |
|
|
2025
Q1 | $2.11M | Sell |
31,027
-503
| -2% | -$34.1K | 0.14% | 104 |
|
|
2024
Q4 | $1.88M | Sell |
31,530
-497
| -2% | -$29.7K | 0.12% | 107 |
|
|
2024
Q3 | $2.36M | Buy |
32,027
+483
| +2% | +$35.6K | 0.15% | 97 |
|
|
2024
Q2 | $2.06M | Sell |
31,544
-404
| -1% | -$26.4K | 0.15% | 94 |
|
|
2024
Q1 | $2.24M | Sell |
31,948
-15,614
| -33% | -$1.09M | 0.17% | 90 |
|
|
2023
Q4 | $3.44M | Sell |
47,562
-1,505
| -3% | -$109K | 0.22% | 74 |
|
|
2023
Q3 | $3.41M | Sell |
49,067
-348
| -0.7% | -$24.2K | 0.25% | 73 |
|
|
2023
Q2 | $3.6M | Buy |
49,415
+330
| +0.7% | +$24.1K | 0.27% | 71 |
|
|
2023
Q1 | $3.42M | Buy |
49,085
+1,162
| +2% | +$81K | 0.27% | 73 |
|
|
2022
Q4 | $3.19M | Buy |
47,923
+798
| +2% | +$53.2K | 0.27% | 79 |
|
|
2022
Q3 | $2.58M | Buy |
47,125
+403
| +0.9% | +$22.1K | 0.24% | 84 |
|
|
2022
Q2 | $2.9M | Buy |
46,722
+2,319
| +5% | +$144K | 0.25% | 82 |
|
|
2022
Q1 | $2.79M | Buy |
44,403
+35,677
| +409% | +$2.24M | 0.21% | 89 |
|
|
2021
Q4 | $578K | Sell |
8,726
-3,539
| -29% | -$234K | 0.04% | 181 |
|
|
2021
Q3 | $714K | Buy |
12,265
+1,463
| +14% | +$85.2K | 0.06% | 169 |
|
|
2021
Q2 | $675K | Buy |
10,802
+15
| +0.1% | +$937 | 0.05% | 168 |
|
|
2021
Q1 | $632K | Buy |
10,787
+540
| +5% | +$31.6K | 0.06% | 158 |
|
|
2020
Q4 | $600K | Sell |
10,247
-250
| -2% | -$14.6K | 0.06% | 141 |
|
|
2020
Q3 | $603K | Sell |
10,497
-509
| -5% | -$29.2K | 0.07% | 119 |
|
|
2020
Q2 | $564K | Buy |
11,006
+282
| +3% | +$14.5K | 0.08% | 120 |
|
|
2020
Q1 | $537K | Sell |
10,724
-254
| -2% | -$12.7K | 0.09% | 120 |
|
|
2019
Q4 | $604K | Buy |
10,978
+169
| +2% | +$9.3K | 0.08% | 118 |
|
|
2019
Q3 | $599K | Hold |
10,809
| – | – | 0.09% | 116 |
|
|
2019
Q2 | $583K | Sell |
10,809
-154
| -1% | -$8.31K | 0.09% | 117 |
|
|
2019
Q1 | $547K | Buy |
10,963
+3,089
| +39% | +$154K | 0.09% | 118 |
|
|
2018
Q4 | $315K | Buy |
7,874
+109
| +1% | +$4.36K | 0.06% | 138 |
|
|
2018
Q3 | $333K | Buy |
7,765
+253
| +3% | +$10.9K | 0.05% | 146 |
|
|
2018
Q2 | $309K | Sell |
7,512
-333
| -4% | -$13.7K | 0.05% | 146 |
|
|
2018
Q1 | $327K | Sell |
7,845
-229
| -3% | -$9.55K | 0.06% | 136 |
|
|
2017
Q4 | $346K | Buy |
8,074
+21
| +0.3% | +$900 | 0.06% | 140 |
|
|
2017
Q3 | $328K | Sell |
8,053
-1,037
| -11% | -$42.2K | 0.06% | 135 |
|
|
2017
Q2 | $393K | Hold |
9,090
| – | – | 0.08% | 122 |
|
|
2017
Q1 | $391K | Buy |
9,090
+1,312
| +17% | +$56.4K | 0.08% | 122 |
|
|
2016
Q4 | $345K | Hold |
7,778
| – | – | 0.07% | 121 |
|
|
2016
Q3 | $341K | Sell |
7,778
-368
| -5% | -$16.1K | 0.08% | 122 |
|
|
2016
Q2 | $371K | Sell |
8,146
-472
| -5% | -$21.5K | 0.09% | 120 |
|
|
2016
Q1 | $346K | Hold |
8,618
| – | – | 0.09% | 121 |
|
|
2015
Q4 | $387K | Sell |
8,618
-200
| -2% | -$8.98K | 0.1% | 124 |
|
|
2015
Q3 | $370K | Sell |
8,818
-138
| -2% | -$5.79K | 0.1% | 123 |
|
|
2015
Q2 | $368K | Sell |
8,956
-539
| -6% | -$22.1K | 0.09% | 125 |
|
|
2015
Q1 | $342K | Hold |
9,495
| – | – | 0.09% | 130 |
|
|
2014
Q4 | $344K | Buy |
9,495
+1,500
| +19% | +$54.3K | 0.09% | 133 |
|
|
2014
Q3 | $274K | Sell |
7,995
-975
| -11% | -$33.4K | 0.07% | 149 |
|
|
2014
Q2 | $337K | Buy |
+8,970
| New | +$337K | 0.09% | 145 |
|