UAS
United Asset Strategies’s Mondelez International MDLZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2M | Buy |
29,631
+14,323
| +94% | +$966K | 0.17% | 99 |
|
|
2025
Q1 | $1.04M | Buy |
15,308
+457
| +3% | +$31K | 0.1% | 142 |
|
|
2024
Q4 | $887K | Sell |
14,851
-11,143
| -43% | -$666K | 0.08% | 142 |
|
|
2024
Q3 | $1.91M | Buy |
25,994
+914
| +4% | +$67.3K | 0.18% | 108 |
|
|
2024
Q2 | $1.64M | Buy |
25,080
+8,680
| +53% | +$568K | 0.16% | 112 |
|
|
2024
Q1 | $1.15M | Buy |
16,400
+1,092
| +7% | +$76.4K | 0.11% | 137 |
|
|
2023
Q4 | $1.11M | Sell |
15,308
-35
| -0.2% | -$2.54K | 0.12% | 133 |
|
|
2023
Q3 | $1.06M | Buy |
15,343
+2,412
| +19% | +$167K | 0.14% | 134 |
|
|
2023
Q2 | $943K | Buy |
12,931
+3,117
| +32% | +$227K | 0.12% | 138 |
|
|
2023
Q1 | $684K | Buy |
9,814
+253
| +3% | +$17.6K | 0.09% | 153 |
|
|
2022
Q4 | $637K | Sell |
9,561
-9
| -0.1% | -$600 | 0.09% | 161 |
|
|
2022
Q3 | $525K | Buy |
+9,570
| New | +$525K | 0.08% | 150 |
|
|
2021
Q1 | – | Sell |
-126,515
| Closed | -$7.4M | – | 223 |
|
|
2020
Q4 | $7.4M | Buy |
126,515
+22,520
| +22% | +$1.32M | 1.16% | 35 |
|
|
2020
Q3 | $5.98M | Buy |
103,995
+3,238
| +3% | +$186K | 1.1% | 35 |
|
|
2020
Q2 | $5.15M | Buy |
100,757
+55,926
| +125% | +$2.86M | 1.02% | 36 |
|
|
2020
Q1 | $2.25M | Sell |
44,831
-42,082
| -48% | -$2.11M | 0.56% | 48 |
|
|
2019
Q4 | $4.79M | Buy |
86,913
+4,085
| +5% | +$225K | 0.93% | 42 |
|
|
2019
Q3 | $4.58M | Buy |
82,828
+1,638
| +2% | +$90.6K | 1% | 35 |
|
|
2019
Q2 | $4.38M | Sell |
81,190
-456
| -0.6% | -$24.6K | 1.01% | 37 |
|
|
2019
Q1 | $4.08M | Buy |
81,646
+1,079
| +1% | +$53.9K | 0.96% | 35 |
|
|
2018
Q4 | $3.23M | Buy |
80,567
+3,896
| +5% | +$156K | 0.88% | 38 |
|
|
2018
Q3 | $3.29M | Buy |
76,671
+4,829
| +7% | +$207K | 0.78% | 47 |
|
|
2018
Q2 | $2.95M | Sell |
71,842
-57,329
| -44% | -$2.35M | 0.78% | 46 |
|
|
2018
Q1 | $5.39M | Buy |
129,171
+60,974
| +89% | +$2.54M | 1.59% | 17 |
|
|
2017
Q4 | $2.92M | Buy |
68,197
+20,564
| +43% | +$880K | 0.78% | 39 |
|
|
2017
Q3 | $1.94M | Sell |
47,633
-33,758
| -41% | -$1.37M | 1.1% | 30 |
|
|
2017
Q2 | $3.52M | Buy |
81,391
+682
| +0.8% | +$29.5K | 1.04% | 37 |
|
|
2017
Q1 | $3.48M | Buy |
+80,709
| New | +$3.48M | 1.06% | 37 |
|