Sullivan, Bruyette, Speros & Blaney’s Mondelez International MDLZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q1
$531K Sell
9,068
-88
-1% -$5.15K 0.02% 177
2020
Q4
$535K Sell
9,156
-1,196
-12% -$69.9K 0.03% 160
2020
Q3
$595K Sell
10,352
-768
-7% -$44.1K 0.03% 136
2020
Q2
$569K Sell
11,120
-1,410
-11% -$72.1K 0.03% 129
2020
Q1
$628K Sell
12,530
-80
-0.6% -$4.01K 0.04% 107
2019
Q4
$695K Buy
12,610
+177
+1% +$9.76K 0.04% 116
2019
Q3
$688K Buy
12,433
+445
+4% +$24.6K 0.04% 109
2019
Q2
$646K Sell
11,988
-283
-2% -$15.3K 0.04% 106
2019
Q1
$613K Buy
12,271
+6
+0% +$300 0.04% 103
2018
Q4
$491K Sell
12,265
-301
-2% -$12.1K 0.03% 114
2018
Q3
$540K Buy
12,566
+10
+0.1% +$430 0.05% 92
2018
Q2
$515K Buy
12,556
+10
+0.1% +$410 0.05% 87
2018
Q1
$524K Buy
12,546
+160
+1% +$6.68K 0.05% 84
2017
Q4
$530K Sell
12,386
-120
-1% -$5.14K 0.05% 84
2017
Q3
$508K Buy
12,506
+739
+6% +$30K 0.05% 86
2017
Q2
$508K Buy
11,767
+114
+1% +$4.92K 0.05% 83
2017
Q1
$502K Sell
11,653
-332
-3% -$14.3K 0.05% 80
2016
Q4
$531K Sell
11,985
-1,020
-8% -$45.2K 0.05% 80
2016
Q3
$571K Buy
13,005
+3,918
+43% +$172K 0.06% 71
2016
Q2
$414K Buy
+9,087
New +$414K 0.04% 81