Steward Partners Investment Advisory’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
$10.7M Buy
158,599
+514
+0.3% +$34.7K 0.08% 234
2025
Q1
$10.7M Sell
158,085
-1,221
-0.8% -$82.8K 0.09% 215
2024
Q4
$9.52M Buy
159,306
+3,233
+2% +$193K 0.08% 230
2024
Q3
$11.5M Buy
156,073
+24,008
+18% +$1.77M 0.11% 189
2024
Q2
$8.64M Buy
132,065
+5,221
+4% +$342K 0.09% 226
2024
Q1
$8.88M Buy
126,844
+7,538
+6% +$528K 0.1% 218
2023
Q4
$8.64M Buy
119,306
+8,472
+8% +$614K 0.12% 185
2023
Q3
$7.69M Buy
110,834
+7,446
+7% +$517K 0.12% 182
2023
Q2
$7.54M Buy
103,388
+1,274
+1% +$92.9K 0.11% 190
2023
Q1
$7.12M Buy
102,114
+2,027
+2% +$141K 0.11% 190
2022
Q4
$6.67M Buy
100,087
+993
+1% +$66.2K 0.11% 200
2022
Q3
$5.43M Buy
99,094
+36,386
+58% +$1.99M 0.1% 218
2022
Q2
$3.89M Buy
62,708
+1,109
+2% +$68.9K 0.07% 285
2022
Q1
$3.87M Buy
61,599
+6,138
+11% +$385K 0.06% 314
2021
Q4
$3.68M Buy
55,461
+794
+1% +$52.7K 0.06% 328
2021
Q3
$3.18M Buy
54,667
+368
+0.7% +$21.4K 0.05% 338
2021
Q2
$3.39M Sell
54,299
-14,924
-22% -$932K 0.06% 323
2021
Q1
$4.05M Buy
69,223
+9,004
+15% +$527K 0.07% 287
2020
Q4
$3.52M Buy
60,219
+3,699
+7% +$216K 0.08% 258
2020
Q3
$3.25M Buy
56,520
+1,625
+3% +$93.4K 0.08% 239
2020
Q2
$2.81M Buy
54,895
+7,939
+17% +$406K 0.08% 244
2020
Q1
$2.35M Buy
46,956
+3,844
+9% +$192K 0.09% 237
2019
Q4
$2.37M Sell
43,112
-209
-0.5% -$11.5K 0.07% 278
2019
Q3
$2.4M Buy
43,321
+4,501
+12% +$249K 0.08% 249
2019
Q2
$2.09M Sell
38,820
-13,079
-25% -$705K 0.08% 251
2019
Q1
$2.59M Sell
51,899
-17,737
-25% -$885K 0.11% 194
2018
Q4
$2.79M Buy
69,636
+51,168
+277% +$2.05M 0.14% 174
2018
Q3
$793K Buy
18,468
+8,053
+77% +$346K 0.04% 398
2018
Q2
$427K Buy
10,415
+664
+7% +$27.2K 0.03% 498
2018
Q1
$406K Buy
9,751
+134
+1% +$5.58K 0.03% 466
2017
Q4
$411K Buy
9,617
+1,931
+25% +$82.5K 0.03% 398
2017
Q3
$312K Buy
7,686
+339
+5% +$13.8K 0.03% 369
2017
Q2
$317K Sell
7,347
-797
-10% -$34.4K 0.04% 340
2017
Q1
$350K Buy
8,144
+3,347
+70% +$144K 0.05% 243
2016
Q4
$212K Buy
+4,797
New +$212K 0.1% 176