Strategic Wealth Partners’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 | $442K | Buy |
+6,550
| New | +$442K | 0.03% | 222 |
|
|
2024
Q4 | $515K | Sell |
8,423
-69,609
| -89% | -$4.26M | 0.04% | 205 |
|
|
2024
Q3 | $5.75M | Sell |
78,032
-279
| -0.4% | -$20.6K | 0.55% | 62 |
|
|
2024
Q2 | $5.12M | Buy |
78,311
+1,558
| +2% | +$102K | 0.54% | 66 |
|
|
2024
Q1 | $5.37M | Buy |
76,753
+19,694
| +35% | +$1.38M | 0.59% | 59 |
|
|
2023
Q4 | $4.13M | Buy |
57,059
+5,129
| +10% | +$371K | 0.51% | 69 |
|
|
2023
Q3 | $3.6M | Buy |
51,930
+9,917
| +24% | +$688K | 0.47% | 59 |
|
|
2023
Q2 | $3.06M | Buy |
42,013
+1,844
| +5% | +$135K | 0.4% | 77 |
|
|
2023
Q1 | $2.8M | Buy |
40,169
+3,108
| +8% | +$217K | 0.43% | 67 |
|
|
2022
Q4 | $2.47M | Sell |
37,061
-7,092
| -16% | -$473K | 0.46% | 69 |
|
|
2022
Q3 | $2.42M | Buy |
44,153
+3,976
| +10% | +$218K | 0.51% | 59 |
|
|
2022
Q2 | $2.5M | Buy |
40,177
+36,631
| +1,033% | +$2.27M | 0.54% | 59 |
|
|
2022
Q1 | $223K | Sell |
3,546
-433
| -11% | -$27.2K | 0.04% | 236 |
|
|
2021
Q4 | $264K | Sell |
3,979
-396
| -9% | -$26.3K | 0.05% | 243 |
|
|
2021
Q3 | $255K | Buy |
+4,375
| New | +$255K | 0.07% | 212 |
|
|
2020
Q4 | – | Sell |
-7,316
| Closed | -$420K | – | 180 |
|
|
2020
Q3 | $420K | Buy |
+7,316
| New | +$420K | 0.21% | 107 |
|
|
2019
Q4 | – | Sell |
-433
| Closed | -$20.1K | – | 349 |
|
|
2019
Q3 | $20.1K | Hold |
433
| – | – | 0.1% | 116 |
|
|
2019
Q2 | $23K | Hold |
433
| – | – | 0.01% | 314 |
|
|
2019
Q1 | $21K | Buy |
433
+363
| +519% | +$17.6K | 0.01% | 343 |
|
|
2018
Q4 | $3K | Hold |
70
| – | – | ﹤0.01% | 618 |
|
|
2018
Q3 | $3K | Hold |
70
| – | – | ﹤0.01% | 588 |
|
|
2018
Q2 | $3K | Hold |
70
| – | – | ﹤0.01% | 671 |
|
|
2018
Q1 | $3K | Sell |
70
-325
| -82% | -$13.9K | ﹤0.01% | 689 |
|
|
2017
Q4 | $17K | Buy |
+395
| New | +$17K | 0.01% | 378 |
|