Wealth Architects’s Mondelez International MDLZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $215K | Buy |
+3,728
| New | +$216K | 0.02% | 225 |
|
|
2025
Q4 | – | Sell |
-3,522
| Closed | -$220K | – | 246 |
|
|
2025
Q3 | $220K | Sell |
3,522
-38
| -1% | -$2.45K | 0.02% | 213 |
|
|
2025
Q2 | $240K | Sell |
3,560
-59
| -2% | -$3.94K | 0.02% | 192 |
|
|
2025
Q1 | $246K | Sell |
3,619
-7
| -0.2% | -$431 | 0.03% | 195 |
|
|
2024
Q4 | $217K | Sell |
3,626
-98
| -3% | -$6.48K | 0.02% | 199 |
|
|
2024
Q3 | $274K | Sell |
3,724
-66
| -2% | -$4.64K | 0.03% | 174 |
|
|
2024
Q2 | $248K | Sell |
3,790
-31
| -0.8% | -$2.13K | 0.03% | 176 |
|
|
2024
Q1 | $267K | Sell |
3,821
-72
| -2% | -$5.26K | 0.04% | 169 |
|
|
2023
Q4 | $282K | Sell |
3,893
-183
| -4% | -$12.5K | 0.04% | 161 |
|
|
2023
Q3 | $283K | Hold |
4,076
| – | – | 0.05% | 147 |
|
|
2023
Q2 | $297K | Sell |
4,076
-462
| -10% | -$34.1K | 0.05% | 145 |
|
|
2023
Q1 | $316K | Buy |
4,538
+66
| +1% | +$4.37K | 0.06% | 136 |
|
|
2022
Q4 | $298K | Sell |
4,472
-1,427
| -24% | -$90.2K | 0.06% | 134 |
|
|
2022
Q3 | $323K | Sell |
5,899
-221
| -4% | -$13.7K | 0.07% | 124 |
|
|
2022
Q2 | $380K | Sell |
6,120
-113
| -2% | -$7.14K | 0.07% | 120 |
|
|
2022
Q1 | $391K | Buy |
6,233
+203
| +3% | +$13.2K | 0.07% | 131 |
|
|
2021
Q4 | $400K | Buy |
6,030
+360
| +6% | +$22.2K | 0.07% | 132 |
|
|
2021
Q3 | $330K | Buy |
5,670
+271
| +5% | +$16.9K | 0.06% | 132 |
|
|
2021
Q2 | $337K | Buy |
5,399
+79
| +1% | +$4.87K | 0.07% | 122 |
|
|
2021
Q1 | $311K | Sell |
5,320
-183
| -3% | -$10.3K | 0.07% | 115 |
|
|
2020
Q4 | $322K | Buy |
5,503
+204
| +4% | +$11.7K | 0.07% | 107 |
|
|
2020
Q3 | $304K | Buy |
5,299
+86
| +2% | +$4.79K | 0.08% | 106 |
|
|
2020
Q2 | $267K | Buy |
5,213
+13
| +0.3% | +$668 | 0.07% | 112 |
|
|
2020
Q1 | $260K | Buy |
5,200
+74
| +1% | +$4.01K | 0.09% | 102 |
|
|
2019
Q4 | $282K | Sell |
5,126
-170
| -3% | -$9.09K | 0.08% | 100 |
|
|
2019
Q3 | $293K | Hold |
5,296
| – | – | 0.09% | 97 |
|
|
2019
Q2 | $285K | Sell |
5,296
-1,320
| -20% | -$68.5K | 0.09% | 100 |
|
|
2019
Q1 | $330K | Sell |
6,616
-1,434
| -18% | -$65.8K | 0.1% | 85 |
|
|
2018
Q4 | $322K | Buy |
8,050
+140
| +2% | +$5.97K | 0.12% | 81 |
|
|
2018
Q3 | $340K | Buy |
+7,910
| New | +$337K | 0.1% | 87 |
|
|
2018
Q1 | – | Sell |
-4,751
| Closed | -$203K | – | 133 |
|
|
2017
Q4 | $203K | Buy |
+4,751
| New | +$199K | 0.07% | 126 |
|
|
2017
Q3 | – | Sell |
-4,720
| Closed | -$203K | – | 129 |
|
|
2017
Q2 | $203K | Sell |
4,720
-14
| -0.3% | -$631 | 0.08% | 114 |
|
|
2017
Q1 | $204K | Buy |
4,734
+29
| +0.6% | +$1.28K | 0.08% | 114 |
|
|
2016
Q4 | $209K | Hold |
4,705
| – | – | 0.09% | 108 |
|
|
2016
Q3 | $206K | Hold |
4,705
| – | – | 0.1% | 105 |
|
|
2016
Q2 | $214K | Buy |
+4,705
| New | +$205K | 0.1% | 101 |
|
|
2016
Q1 | – | Sell |
-4,705
| Closed | -$211K | – | 118 |
|
|
2015
Q4 | $211K | Buy |
+4,705
| New | +$210K | 0.1% | 111 |
|
Other funds holding MDLZ
VCM
VPM