Traverso Chambers Private Wealth Management’s Mondelez International MDLZ Stock Holding History

Traverso Chambers Private Wealth Management’s Portfolio MDLZ Stock Details MDLZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	$1.8M	Buy	24,852 +2	+0%	+$137	0.44%	34
2023 Q3	$1.72M	Buy	24,850 +2	+0%	+$144	0.46%	34
2023 Q2	$1.81M	Buy	24,848 +1	+0%	+$74	0.48%	33
2023 Q1	$1.73M	Buy	24,847 +2	+0%	+$132	0.47%	31
2022 Q4	$1.66M	Buy	24,845 +2	+0%	+$126	0.48%	31
2022 Q3	$1.36M	Buy	24,843 +2	+0%	+$124	0.42%	35
2022 Q2	$1.54M	Buy	24,841 +1	+0%	+$63	0.52%	30
2022 Q1	$1.56M	Buy	24,840 +2	+0%	+$130	0.46%	34
2021 Q4	$1.65M	Buy	24,838 +1	+0%	+$62	0.49%	31
2021 Q3	$1.45M	Buy	24,837 +2	+0%	+$124	0.45%	31
2021 Q2	$1.55M	Buy	24,835 +1	+0%	+$62	0.49%	29
2021 Q1	$1.45M	Buy	24,834 +2	+0%	+$113	0.49%	30
2020 Q4	$1.45M	Sell	24,832 -410	-2%	-$23.4K	0.52%	27
2020 Q3	$1.45M	Sell	25,242 -241	-0.9%	-$13.4K	0.56%	26
2020 Q2	$1.3M	Buy	25,483 +1	+0%	+$51	0.55%	28
2020 Q1	$1.28M	Hold	25,482	–	–	0.6%	27
2019 Q4	$1.4M	Buy	25,482 +136	+0.5%	+$7.28K	0.6%	28
2019 Q3	$1.4M	Hold	25,346	–	–	0.67%	25
2019 Q2	$1.39M	Hold	25,346	–	–	0.68%	27
2019 Q1	$1.26M	Hold	25,346	–	–	0.62%	28
2018 Q4	$1.01M	Buy	+25,346	New	+$1.08M	0.55%	29

Other funds holding MDLZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Traverso Chambers Private Wealth Management's MDLZ Position: Q4 2023 in Review

Traverso Chambers Private Wealth Management increased its Mondelez International (MDLZ) stake by 0.01% in Q4 2023, buying an estimated $137 and bringing the position to 24,852 shares worth $1.8M. The position accounts for 0.44% of the portfolio, ranked #34.

Traverso Chambers Private Wealth Management first reported a position in MDLZ in Q4 2018 and has held it in 21 quarters since. The position peaked at $1.81M in Q2 2023. 1,999 funds tracked by Wall St. Rank hold MDLZ as of Q4 2023.

Traverso Chambers Private Wealth Management held 24,852 shares of Mondelez International worth $1.8M as of Q4 2023.
Traverso Chambers Private Wealth Management bought 2 Mondelez International shares in Q4 2023, an estimated $137.
Mondelez International made up 0.44% of Traverso Chambers Private Wealth Management's portfolio in Q4 2023, its #34 holding.
Traverso Chambers Private Wealth Management first reported a position in Mondelez International in Q4 2018 and has held it in 21 quarters since.
Traverso Chambers Private Wealth Management's Mondelez International position peaked at $1.81M in Q2 2023.
1,999 funds tracked by Wall St. Rank held Mondelez International as of Q4 2023.

Based on Traverso Chambers Private Wealth Management's 13F filing for Q4 2023, filed 9 Jan 2024.