Waddell & Associates’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 | $224K | Sell |
3,317
-1,109
| -25% | -$74.8K | 0.02% | 213 |
|
|
2025
Q1 | $300K | Hold |
4,426
| – | – | 0.04% | 126 |
|
|
2024
Q4 | $264K | Hold |
4,426
| – | – | 0.03% | 133 |
|
|
2024
Q3 | $326K | Sell |
4,426
-306
| -6% | -$22.5K | 0.04% | 111 |
|
|
2024
Q2 | $310K | Buy |
4,732
+172
| +4% | +$11.3K | 0.04% | 106 |
|
|
2024
Q1 | $319K | Hold |
4,560
| – | – | 0.04% | 102 |
|
|
2023
Q4 | $330K | Hold |
4,560
| – | – | 0.04% | 104 |
|
|
2023
Q3 | $316K | Sell |
4,560
-39
| -0.8% | -$2.71K | 0.05% | 120 |
|
|
2023
Q2 | $335K | Hold |
4,599
| – | – | 0.05% | 111 |
|
|
2023
Q1 | $321K | Buy |
4,599
+156
| +4% | +$10.9K | 0.05% | 111 |
|
|
2022
Q4 | $296K | Buy |
4,443
+211
| +5% | +$14.1K | 0.05% | 115 |
|
|
2022
Q3 | $232K | Hold |
4,232
| – | – | 0.04% | 120 |
|
|
2022
Q2 | $263K | Buy |
4,232
+16
| +0.4% | +$994 | 0.05% | 114 |
|
|
2022
Q1 | $265K | Buy |
+4,216
| New | +$265K | 0.04% | 107 |
|