Sowell Financial Services’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 | $236K | Buy |
3,497
+71
| +2% | +$4.79K | 0.01% | 891 |
|
|
2025
Q1 | $232K | Buy |
+3,426
| New | +$232K | 0.01% | 871 |
|
|
2023
Q3 | – | Sell |
-35,237
| Closed | -$2.57M | – | 568 |
|
|
2023
Q2 | $2.57M | Buy |
35,237
+20,837
| +145% | +$1.52M | 0.14% | 169 |
|
|
2023
Q1 | $1M | Sell |
14,400
-29,310
| -67% | -$2.04M | 0.08% | 291 |
|
|
2022
Q4 | $2.93M | Buy |
43,710
+2,888
| +7% | +$194K | 0.19% | 136 |
|
|
2022
Q3 | $2.25M | Buy |
40,822
+12,832
| +46% | +$709K | 0.23% | 123 |
|
|
2022
Q2 | $1.75M | Buy |
+27,990
| New | +$1.75M | 0.16% | 120 |
|
|
2022
Q1 | – | Sell |
-15,194
| Closed | -$1.01M | – | 371 |
|
|
2021
Q4 | $1.01M | Buy |
+15,194
| New | +$1.01M | 0.06% | 330 |
|
|
2021
Q2 | – | Sell |
-13,783
| Closed | -$851K | – | 1830 |
|
|
2021
Q1 | $851K | Buy |
13,783
+1,033
| +8% | +$63.8K | 0.03% | 463 |
|
|
2020
Q4 | $745K | Buy |
12,750
+219
| +2% | +$12.8K | 0.03% | 406 |
|
|
2020
Q3 | $720K | Sell |
12,531
-310
| -2% | -$17.8K | 0.04% | 378 |
|
|
2020
Q2 | $657K | Sell |
12,841
-6,755
| -34% | -$346K | 0.04% | 379 |
|
|
2020
Q1 | $981K | Sell |
19,596
-1,604
| -8% | -$80.3K | 0.07% | 254 |
|
|
2019
Q4 | $1.17M | Buy |
21,200
+9,532
| +82% | +$525K | 0.09% | 232 |
|
|
2019
Q3 | $645K | Buy |
+11,668
| New | +$645K | 0.05% | 340 |
|
|
2019
Q1 | $322K | Sell |
6,448
-425
| -6% | -$21.2K | 0.04% | 438 |
|
|
2018
Q4 | $275K | Sell |
6,873
-550
| -7% | -$22K | 0.04% | 402 |
|
|
2018
Q3 | $319K | Sell |
7,423
-40
| -0.5% | -$1.72K | 0.05% | 262 |
|
|
2018
Q2 | $313K | Buy |
7,463
+974
| +15% | +$40.9K | 0.07% | 218 |
|
|
2018
Q1 | $246K | Buy |
6,489
+70
| +1% | +$2.65K | 0.06% | 232 |
|
|
2017
Q4 | $280K | Buy |
6,419
+101
| +2% | +$4.41K | 0.07% | 219 |
|
|
2017
Q3 | $261K | Sell |
6,318
-828
| -12% | -$34.2K | 0.07% | 211 |
|
|
2017
Q2 | $312K | Buy |
7,146
+531
| +8% | +$23.2K | 0.09% | 187 |
|
|
2017
Q1 | $305K | Buy |
6,615
+3,627
| +121% | +$167K | 0.09% | 187 |
|
|
2016
Q4 | $136K | Buy |
+2,988
| New | +$136K | 0.05% | 234 |
|