Waldron Private Wealth’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 | $1.37M | Sell |
20,204
-371
| -2% | -$25.2K | 0.06% | 111 |
|
|
2025
Q1 | $1.41M | Buy |
20,575
+1,079
| +6% | +$73.7K | 0.07% | 108 |
|
|
2024
Q4 | $1.16M | Buy |
19,496
+191
| +1% | +$11.4K | 0.05% | 152 |
|
|
2024
Q3 | $1.42M | Sell |
19,305
-578
| -3% | -$42.6K | 0.06% | 129 |
|
|
2024
Q2 | $1.31M | Sell |
19,883
-400
| -2% | -$26.3K | 0.06% | 127 |
|
|
2024
Q1 | $1.43M | Buy |
20,283
+3
| +0% | +$211 | 0.06% | 126 |
|
|
2023
Q4 | $1.48M | Sell |
20,280
-1,011
| -5% | -$73.7K | 0.07% | 112 |
|
|
2023
Q3 | $1.49M | Buy |
21,291
+567
| +3% | +$39.6K | 0.08% | 114 |
|
|
2023
Q2 | $1.52M | Sell |
20,724
-541
| -3% | -$39.7K | 0.08% | 115 |
|
|
2023
Q1 | $1.49M | Buy |
21,265
+2,098
| +11% | +$147K | 0.07% | 129 |
|
|
2022
Q4 | $1.06M | Hold |
19,167
| – | – | 0.07% | 150 |
|
|
2022
Q3 | $1.06M | Buy |
19,167
+626
| +3% | +$34.6K | 0.07% | 150 |
|
|
2022
Q2 | $1.16M | Buy |
18,541
+1,304
| +8% | +$81.4K | 0.06% | 158 |
|
|
2022
Q1 | $1.09M | Buy |
17,237
+122
| +0.7% | +$7.7K | 0.06% | 172 |
|
|
2021
Q4 | $1.14M | Buy |
17,115
+108
| +0.6% | +$7.19K | 0.06% | 162 |
|
|
2021
Q3 | $995K | Buy |
17,007
+565
| +3% | +$33.1K | 0.06% | 155 |
|
|
2021
Q2 | $1.03M | Sell |
16,442
-584
| -3% | -$36.6K | 0.07% | 137 |
|
|
2021
Q1 | $1M | Buy |
17,026
+132
| +0.8% | +$7.76K | 0.07% | 131 |
|
|
2020
Q4 | $993K | Buy |
16,894
+23
| +0.1% | +$1.35K | 0.07% | 128 |
|
|
2020
Q3 | $974K | Buy |
16,871
+541
| +3% | +$31.2K | 0.08% | 117 |
|
|
2020
Q2 | $839K | Buy |
16,330
+97
| +0.6% | +$4.98K | 0.07% | 118 |
|
|
2020
Q1 | $817K | Buy |
16,233
+77
| +0.5% | +$3.88K | 0.09% | 116 |
|
|
2019
Q4 | $894K | Sell |
16,156
-150
| -0.9% | -$8.3K | 0.08% | 118 |
|
|
2019
Q3 | $906K | Buy |
16,306
+4,000
| +33% | +$222K | 0.09% | 109 |
|
|
2019
Q2 | $666K | Sell |
12,306
-556
| -4% | -$30.1K | 0.07% | 115 |
|
|
2019
Q1 | $645K | Buy |
12,862
+6,731
| +110% | +$338K | 0.07% | 122 |
|
|
2018
Q4 | $245K | Buy |
6,131
+898
| +17% | +$35.9K | 0.04% | 180 |
|
|
2018
Q3 | $224K | Buy |
+5,233
| New | +$224K | 0.04% | 170 |
|
|
2018
Q2 | – | Sell |
-4,903
| Closed | -$204K | – | 185 |
|
|
2018
Q1 | $204K | Sell |
4,903
-2,400
| -33% | -$99.9K | 0.05% | 164 |
|
|
2017
Q4 | $312K | Sell |
7,303
-300
| -4% | -$12.8K | 0.07% | 122 |
|
|
2017
Q3 | $309K | Buy |
7,603
+1,733
| +30% | +$70.4K | 0.09% | 108 |
|
|
2017
Q2 | $253K | Sell |
5,870
-5,833
| -50% | -$251K | 0.08% | 106 |
|
|
2017
Q1 | $504K | Buy |
11,703
+5,947
| +103% | +$256K | 0.13% | 105 |
|
|
2016
Q4 | $255K | Buy |
5,756
+462
| +9% | +$20.5K | 0.09% | 109 |
|
|
2016
Q3 | $232K | Sell |
5,294
-5,353
| -50% | -$235K | 0.08% | 121 |
|
|
2016
Q2 | $484K | Buy |
10,647
+1,442
| +16% | +$65.6K | 0.18% | 63 |
|
|
2016
Q1 | $369K | Buy |
9,205
+240
| +3% | +$9.62K | 0.14% | 76 |
|
|
2015
Q4 | $401K | Sell |
8,965
-36
| -0.4% | -$1.61K | 0.15% | 83 |
|
|
2015
Q3 | $376K | Buy |
+9,001
| New | +$376K | 0.16% | 62 |
|