TSWM
Triangle Securities Wealth Management’s Mondelez International MDLZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $289K | Sell |
4,279
-1,805
| -30% | -$122K | 0.07% | 188 |
|
|
2025
Q1 | $413K | Buy |
6,084
+135
| +2% | +$9.16K | 0.11% | 163 |
|
|
2024
Q4 | $355K | Sell |
5,949
-174
| -3% | -$10.4K | 0.09% | 175 |
|
|
2024
Q3 | $451K | Sell |
6,123
-1,294
| -17% | -$95.3K | 0.12% | 159 |
|
|
2024
Q2 | $485K | Buy |
7,417
+421
| +6% | +$27.6K | 0.14% | 148 |
|
|
2024
Q1 | $490K | Buy |
6,996
+119
| +2% | +$8.33K | 0.14% | 143 |
|
|
2023
Q4 | $498K | Sell |
6,877
-31
| -0.4% | -$2.25K | 0.15% | 141 |
|
|
2023
Q3 | $479K | Sell |
6,908
-10
| -0.1% | -$694 | 0.17% | 131 |
|
|
2023
Q2 | $505K | Sell |
6,918
-126
| -2% | -$9.19K | 0.17% | 134 |
|
|
2023
Q1 | $491K | Sell |
7,044
-195
| -3% | -$13.6K | 0.18% | 139 |
|
|
2022
Q4 | $482K | Sell |
7,239
-285
| -4% | -$19K | 0.18% | 136 |
|
|
2022
Q3 | $413K | Sell |
7,524
-575
| -7% | -$31.6K | 0.17% | 134 |
|
|
2022
Q2 | $503K | Buy |
8,099
+215
| +3% | +$13.4K | 0.2% | 126 |
|
|
2022
Q1 | $495K | Sell |
7,884
-1,483
| -16% | -$93.1K | 0.17% | 135 |
|
|
2021
Q4 | $621K | Sell |
9,367
-94
| -1% | -$6.23K | 0.19% | 128 |
|
|
2021
Q3 | $550K | Sell |
9,461
-36
| -0.4% | -$2.09K | 0.19% | 125 |
|
|
2021
Q2 | $593K | Sell |
9,497
-69
| -0.7% | -$4.31K | 0.2% | 121 |
|
|
2021
Q1 | $560K | Sell |
9,566
-325
| -3% | -$19K | 0.2% | 121 |
|
|
2020
Q4 | $578K | Sell |
9,891
-6
| -0.1% | -$351 | 0.23% | 119 |
|
|
2020
Q3 | $569K | Sell |
9,897
-994
| -9% | -$57.1K | 0.26% | 105 |
|
|
2020
Q2 | $557K | Sell |
10,891
-1,573
| -13% | -$80.4K | 0.27% | 103 |
|
|
2020
Q1 | $624K | Buy |
12,464
+940
| +8% | +$47.1K | 0.36% | 86 |
|
|
2019
Q4 | $635K | Sell |
11,524
-317
| -3% | -$17.5K | 0.28% | 99 |
|
|
2019
Q3 | $655K | Buy |
+11,841
| New | +$655K | 0.32% | 92 |
|
|
2019
Q2 | – | Sell |
-13,146
| Closed | -$656K | – | 151 |
|
|
2019
Q1 | $656K | Sell |
13,146
-287
| -2% | -$14.3K | 0.34% | 83 |
|
|
2018
Q4 | $538K | Buy |
13,433
+847
| +7% | +$33.9K | 0.32% | 87 |
|
|
2018
Q3 | $541K | Buy |
12,586
+382
| +3% | +$16.4K | 0.29% | 95 |
|
|
2018
Q2 | $500K | Sell |
12,204
-7,345
| -38% | -$301K | 0.28% | 97 |
|
|
2018
Q1 | $816K | Buy |
19,549
+8,315
| +74% | +$347K | 0.47% | 67 |
|
|
2017
Q4 | $481K | Buy |
11,234
+1,070
| +11% | +$45.8K | 0.27% | 98 |
|
|
2017
Q3 | $413K | Hold |
10,164
| – | – | 0.25% | 96 |
|
|
2017
Q2 | $439K | Sell |
10,164
-130
| -1% | -$5.62K | 0.29% | 89 |
|
|
2017
Q1 | $443K | Buy |
10,294
+434
| +4% | +$18.7K | 0.28% | 92 |
|
|
2016
Q4 | $437K | Buy |
9,860
+42
| +0.4% | +$1.86K | 0.29% | 88 |
|
|
2016
Q3 | $431K | Buy |
9,818
+575
| +6% | +$25.2K | 0.3% | 87 |
|
|
2016
Q2 | $421K | Buy |
9,243
+325
| +4% | +$14.8K | 0.31% | 86 |
|
|
2016
Q1 | $358K | Sell |
8,918
-29
| -0.3% | -$1.16K | 0.23% | 102 |
|
|
2015
Q4 | $401K | Hold |
8,947
| – | – | 0.27% | 88 |
|
|
2015
Q3 | $375K | Hold |
8,947
| – | – | 0.28% | 97 |
|
|
2015
Q2 | $368K | Buy |
8,947
+240
| +3% | +$9.87K | 0.26% | 98 |
|
|
2015
Q1 | $314K | Hold |
8,707
| – | – | 0.22% | 109 |
|
|
2014
Q4 | $316K | Sell |
8,707
-186
| -2% | -$6.75K | 0.22% | 101 |
|
|
2014
Q3 | $305K | Hold |
8,893
| – | – | 0.23% | 95 |
|
|
2014
Q2 | $334K | Sell |
8,893
-8,739
| -50% | -$328K | 0.26% | 98 |
|
|
2014
Q1 | $540K | Buy |
17,632
+1,541
| +10% | +$47.2K | 0.49% | 69 |
|
|
2013
Q4 | $568K | Sell |
16,091
-2,876
| -15% | -$102K | 0.46% | 70 |
|
|
2013
Q3 | $596K | Sell |
18,967
-49
| -0.3% | -$1.54K | 0.52% | 68 |
|
|
2013
Q2 | $543K | Buy |
+19,016
| New | +$543K | 0.4% | 68 |
|