Wealthspire Advisors (New York)’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 | $1.15M | Buy |
17,082
+2,166
| +15% | +$146K | 0.01% | 360 |
|
|
2025
Q1 | $1.01M | Sell |
14,916
-481
| -3% | -$32.6K | 0.01% | 378 |
|
|
2024
Q4 | $920K | Sell |
15,397
-3,121
| -17% | -$186K | 0.01% | 385 |
|
|
2024
Q3 | $1.36M | Buy |
18,518
+402
| +2% | +$29.6K | 0.01% | 316 |
|
|
2024
Q2 | $1.19M | Buy |
18,116
+2,222
| +14% | +$145K | 0.02% | 291 |
|
|
2024
Q1 | $1.11M | Sell |
15,894
-2,314
| -13% | -$162K | 0.01% | 301 |
|
|
2023
Q4 | $1.32M | Buy |
18,208
+1,416
| +8% | +$103K | 0.02% | 264 |
|
|
2023
Q3 | $1.17M | Buy |
16,792
+4,500
| +37% | +$312K | 0.02% | 256 |
|
|
2023
Q2 | $897K | Buy |
12,292
+771
| +7% | +$56.2K | 0.01% | 264 |
|
|
2023
Q1 | $803K | Sell |
11,521
-3,037
| -21% | -$212K | 0.01% | 287 |
|
|
2022
Q4 | $970K | Buy |
14,558
+4,122
| +39% | +$275K | 0.02% | 266 |
|
|
2022
Q3 | $572K | Sell |
10,436
-1,127
| -10% | -$61.8K | 0.01% | 311 |
|
|
2022
Q2 | $718K | Buy |
11,563
+2,096
| +22% | +$130K | 0.02% | 261 |
|
|
2022
Q1 | $594K | Sell |
9,467
-2,827
| -23% | -$177K | 0.01% | 245 |
|
|
2021
Q4 | $815K | Sell |
12,294
-474
| -4% | -$31.4K | 0.02% | 256 |
|
|
2021
Q3 | $743K | Buy |
12,768
+7,516
| +143% | +$437K | 0.02% | 291 |
|
|
2021
Q2 | $328K | Sell |
5,252
-16,750
| -76% | -$1.05M | 0.01% | 277 |
|
|
2021
Q1 | $1.29M | Buy |
22,002
+8,698
| +65% | +$509K | 0.03% | 224 |
|
|
2020
Q4 | $778K | Sell |
13,304
-4,211
| -24% | -$246K | 0.02% | 240 |
|
|
2020
Q3 | $1.01M | Buy |
17,515
+1,121
| +7% | +$64.4K | 0.06% | 122 |
|
|
2020
Q2 | $838K | Sell |
16,394
-14,379
| -47% | -$735K | 0.06% | 114 |
|
|
2020
Q1 | $1.54M | Buy |
30,773
+14,701
| +91% | +$736K | 0.06% | 148 |
|
|
2019
Q4 | $885K | Buy |
16,072
+1,259
| +8% | +$69.3K | 0.06% | 68 |
|
|
2019
Q3 | $819K | Buy |
+14,813
| New | +$819K | 0.07% | 57 |
|
|
2019
Q1 | – | Sell |
-840
| Closed | -$34K | – | 496 |
|
|
2018
Q4 | $34K | Buy |
+840
| New | +$34K | ﹤0.01% | 241 |
|