SIAP
Sterling Investment Advisors (Pennsylvania)’s Mondelez International MDLZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.58M | Sell |
23,365
-313
| -1% | -$21.1K | 0.35% | 77 |
|
|
2025
Q1 | $1.61M | Hold |
23,678
| – | – | 0.39% | 73 |
|
|
2024
Q4 | $1.41M | Buy |
23,678
+350
| +2% | +$20.9K | 0.34% | 74 |
|
|
2024
Q3 | $1.72M | Buy |
23,328
+2,290
| +11% | +$169K | 0.44% | 65 |
|
|
2024
Q2 | $1.38M | Sell |
21,038
-1,200
| -5% | -$78.5K | 0.37% | 68 |
|
|
2024
Q1 | $1.56M | Sell |
22,238
-350
| -2% | -$24.5K | 0.44% | 64 |
|
|
2023
Q4 | $1.64M | Hold |
22,588
| – | – | 0.51% | 57 |
|
|
2023
Q3 | $1.57M | Hold |
22,588
| – | – | 0.55% | 58 |
|
|
2023
Q2 | $1.65M | Buy |
22,588
+50
| +0.2% | +$3.65K | 0.54% | 57 |
|
|
2023
Q1 | $1.57M | Sell |
22,538
-1,150
| -5% | -$80.2K | 0.53% | 60 |
|
|
2022
Q4 | $1.58M | Buy |
23,688
+244
| +1% | +$16.3K | 0.56% | 53 |
|
|
2022
Q3 | $1.29M | Buy |
23,444
+200
| +0.9% | +$11K | 0.48% | 60 |
|
|
2022
Q2 | $1.44M | Buy |
23,244
+370
| +2% | +$23K | 0.5% | 59 |
|
|
2022
Q1 | $1.44M | Hold |
22,874
| – | – | 0.41% | 72 |
|
|
2021
Q4 | $1.52M | Buy |
22,874
+175
| +0.8% | +$11.6K | 0.43% | 69 |
|
|
2021
Q3 | $1.32M | Sell |
22,699
-1,800
| -7% | -$105K | 0.39% | 72 |
|
|
2021
Q2 | $1.53M | Buy |
24,499
+75
| +0.3% | +$4.68K | 0.45% | 68 |
|
|
2021
Q1 | $1.43M | Buy |
24,424
+179
| +0.7% | +$10.5K | 0.46% | 67 |
|
|
2020
Q4 | $1.42M | Buy |
24,245
+256
| +1% | +$15K | 0.48% | 64 |
|
|
2020
Q3 | $1.38M | Hold |
23,989
| – | – | 0.53% | 61 |
|
|
2020
Q2 | $1.23M | Hold |
23,989
| – | – | 0.51% | 59 |
|
|
2020
Q1 | $1.2M | Sell |
23,989
-270
| -1% | -$13.5K | 0.63% | 49 |
|
|
2019
Q4 | $1.34M | Hold |
24,259
| – | – | 0.61% | 50 |
|
|
2019
Q3 | $1.34M | Sell |
24,259
-450
| -2% | -$24.9K | 0.69% | 46 |
|
|
2019
Q2 | $1.33M | Hold |
24,709
| – | – | 0.68% | 50 |
|
|
2019
Q1 | $1.23M | Hold |
24,709
| – | – | 0.63% | 53 |
|
|
2018
Q4 | $989K | Buy |
24,709
+2,798
| +13% | +$112K | 0.58% | 54 |
|
|
2018
Q3 | $941K | Buy |
21,911
+289
| +1% | +$12.4K | 0.49% | 55 |
|
|
2018
Q2 | $886K | Sell |
21,622
-199
| -0.9% | -$8.15K | 0.52% | 55 |
|
|
2018
Q1 | $911K | Buy |
21,821
+8,900
| +69% | +$372K | 0.56% | 56 |
|
|
2017
Q4 | $553K | Buy |
12,921
+11,600
| +878% | +$496K | 0.34% | 73 |
|
|
2017
Q3 | $54K | Sell |
1,321
-40
| -3% | -$1.64K | 0.04% | 170 |
|
|
2017
Q2 | $59K | Buy |
1,361
+261
| +24% | +$11.3K | 0.04% | 168 |
|
|
2017
Q1 | $47K | Hold |
1,100
| – | – | 0.03% | 179 |
|
|
2016
Q4 | $49K | Buy |
+1,100
| New | +$49K | 0.04% | 154 |
|