WealthPLAN Partners’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 | – | Sell |
-4,561
| Closed | -$246K | – | 246 |
|
|
2025
Q4 | $246K | Sell |
4,561
-20
| -0.4% | -$1.15K | 0.04% | 247 |
|
|
2025
Q3 | $286K | Hold |
4,581
| – | – | 0.04% | 224 |
|
|
2025
Q2 | $309K | Hold |
4,581
| – | – | 0.05% | 214 |
|
|
2025
Q1 | $311K | Sell |
4,581
-76
| -2% | -$4.68K | 0.04% | 210 |
|
|
2024
Q4 | $278K | Sell |
4,657
-238
| -5% | -$15.7K | 0.04% | 217 |
|
|
2024
Q3 | $361K | Buy |
4,895
+14
| +0.3% | +$984 | 0.05% | 213 |
|
|
2024
Q2 | $319K | Sell |
4,881
-345
| -7% | -$23.7K | 0.03% | 243 |
|
|
2024
Q1 | $366K | Sell |
5,226
-693
| -12% | -$50.6K | 0.04% | 234 |
|
|
2023
Q4 | $429K | Hold |
5,919
| – | – | 0.04% | 237 |
|
|
2023
Q3 | $411K | Sell |
5,919
-69
| -1% | -$4.97K | 0.05% | 229 |
|
|
2023
Q2 | $437K | Buy |
5,988
+693
| +13% | +$51.2K | 0.06% | 204 |
|
|
2023
Q1 | $369K | Sell |
5,295
-4,230
| -44% | -$280K | 0.04% | 230 |
|
|
2022
Q4 | $625K | Buy |
+9,525
| New | +$602K | 0.04% | 224 |
|
|
2022
Q1 | $605K | Sell |
9,389
-40
| -0.4% | -$2.6K | 0.04% | 226 |
|
|
2021
Q4 | $632K | Buy |
9,429
+21
| +0.2% | +$1.3K | 0.04% | 228 |
|
|
2021
Q3 | $578K | Buy |
9,408
+4,501
| +92% | +$280K | 0.04% | 235 |
|
|
2021
Q2 | $307K | Buy |
4,907
+16
| +0.3% | +$986 | 0.02% | 285 |
|
|
2021
Q1 | $297K | Sell |
4,891
-185
| -4% | -$10.4K | 0.02% | 276 |
|
|
2020
Q4 | $284K | Buy |
5,076
+21
| +0.4% | +$1.2K | 0.02% | 276 |
|
|
2020
Q3 | $290K | Sell |
5,055
-126
| -2% | -$7.01K | 0.03% | 264 |
|
|
2020
Q2 | $290K | Buy |
5,181
+95
| +2% | +$4.88K | 0.03% | 249 |
|
|
2020
Q1 | $252K | Sell |
5,086
-272
| -5% | -$14.7K | 0.03% | 216 |
|
|
2019
Q4 | $316K | Buy |
5,358
+230
| +4% | +$12.3K | 0.04% | 197 |
|
|
2019
Q3 | $270K | Sell |
5,128
-645
| -11% | -$35.3K | 0.04% | 203 |
|
|
2019
Q2 | $315K | Buy |
5,773
+332
| +6% | +$17.2K | 0.05% | 177 |
|
|
2019
Q1 | $282K | Hold |
5,441
| – | – | 0.04% | 212 |
|
|
2018
Q4 | $262K | Buy |
5,441
+23
| +0.4% | +$981 | 0.04% | 205 |
|
|
2018
Q3 | $237K | Buy |
5,418
+68
| +1% | +$2.9K | 0.04% | 215 |
|
|
2018
Q2 | $219K | Buy |
5,350
+19
| +0.4% | +$764 | 0.04% | 232 |
|
|
2018
Q1 | $222K | Buy |
5,331
+155
| +3% | +$6.73K | 0.05% | 242 |
|
|
2017
Q4 | $222K | Buy |
5,176
+104
| +2% | +$4.37K | 0.06% | 186 |
|
|
2017
Q3 | $206K | Buy |
5,072
+38
| +0.8% | +$1.61K | 0.06% | 182 |
|
|
2017
Q2 | $217K | Buy |
5,034
+4,560
| +962% | +$206K | 0.06% | 160 |
|
|
2017
Q1 | $20.9K | Buy |
+474
| New | +$21K | 0.07% | 184 |
|
|
2016
Q3 | $304K | Sell |
7,040
-8,090
| -53% | -$355K | 0.1% | 115 |
|
|
2016
Q2 | $320K | Buy |
+15,130
| New | +$659K | 0.04% | 279 |
|
|
2015
Q4 | $228K | Buy |
+15,007
| New | +$671K | 0.04% | 247 |
|
|
2015
Q2 | $197K | Sell |
4,781
-19
| -0.4% | -$745 | 0.09% | 94 |
|
|
2015
Q1 | $172K | Buy |
+4,800
| New | +$174K | 0.08% | 126 |
|
Other funds holding MDLZ
VCM
VPM
