Welch & Forbes’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 | $1.18M | Sell |
17,514
-771
| -4% | -$52K | 0.01% | 216 |
|
|
2025
Q1 | $1.24M | Sell |
18,285
-5,214
| -22% | -$354K | 0.02% | 211 |
|
|
2024
Q4 | $1.4M | Sell |
23,499
-7,579
| -24% | -$453K | 0.02% | 204 |
|
|
2024
Q3 | $2.29M | Sell |
31,078
-1,929
| -6% | -$142K | 0.03% | 180 |
|
|
2024
Q2 | $2.16M | Sell |
33,007
-134
| -0.4% | -$8.75K | 0.03% | 178 |
|
|
2024
Q1 | $2.32M | Sell |
33,141
-1,430
| -4% | -$100K | 0.03% | 185 |
|
|
2023
Q4 | $2.5M | Sell |
34,571
-500
| -1% | -$36.2K | 0.04% | 170 |
|
|
2023
Q3 | $2.43M | Sell |
35,071
-1,193
| -3% | -$82.8K | 0.04% | 167 |
|
|
2023
Q2 | $2.65M | Buy |
36,264
+444
| +1% | +$32.4K | 0.04% | 163 |
|
|
2023
Q1 | $2.5M | Sell |
35,820
-250
| -0.7% | -$17.4K | 0.04% | 163 |
|
|
2022
Q4 | $2.4M | Sell |
36,070
-3,090
| -8% | -$206K | 0.04% | 164 |
|
|
2022
Q3 | $2.15M | Buy |
39,160
+5,933
| +18% | +$325K | 0.04% | 172 |
|
|
2022
Q2 | $2.06M | Buy |
33,227
+7,816
| +31% | +$485K | 0.04% | 177 |
|
|
2022
Q1 | $1.6M | Buy |
25,411
+12,746
| +101% | +$800K | 0.03% | 195 |
|
|
2021
Q4 | $839K | Sell |
12,665
-60
| -0.5% | -$3.98K | 0.01% | 247 |
|
|
2021
Q3 | $740K | Sell |
12,725
-104
| -0.8% | -$6.05K | 0.01% | 249 |
|
|
2021
Q2 | $801K | Buy |
12,829
+384
| +3% | +$24K | 0.01% | 245 |
|
|
2021
Q1 | $728K | Buy |
12,445
+500
| +4% | +$29.2K | 0.01% | 240 |
|
|
2020
Q4 | $698K | Sell |
11,945
-10
| -0.1% | -$584 | 0.01% | 242 |
|
|
2020
Q3 | $688K | Sell |
11,955
-25
| -0.2% | -$1.44K | 0.01% | 225 |
|
|
2020
Q2 | $613K | Buy |
11,980
+10
| +0.1% | +$512 | 0.01% | 225 |
|
|
2020
Q1 | $600K | Sell |
11,970
-1,456
| -11% | -$73K | 0.02% | 223 |
|
|
2019
Q4 | $740K | Sell |
13,426
-933
| -6% | -$51.4K | 0.02% | 228 |
|
|
2019
Q3 | $794K | Buy |
14,359
+294
| +2% | +$16.3K | 0.02% | 218 |
|
|
2019
Q2 | $758K | Sell |
14,065
-87
| -0.6% | -$4.69K | 0.02% | 224 |
|
|
2019
Q1 | $707K | Sell |
14,152
-2,138
| -13% | -$107K | 0.02% | 224 |
|
|
2018
Q4 | $652K | Hold |
16,290
| – | – | 0.02% | 220 |
|
|
2018
Q3 | $700K | Sell |
16,290
-346
| -2% | -$14.9K | 0.02% | 225 |
|
|
2018
Q2 | $683K | Sell |
16,636
-70
| -0.4% | -$2.87K | 0.02% | 225 |
|
|
2018
Q1 | $697K | Sell |
16,706
-5,753
| -26% | -$240K | 0.02% | 227 |
|
|
2017
Q4 | $962K | Buy |
22,459
+768
| +4% | +$32.9K | 0.03% | 192 |
|
|
2017
Q3 | $881K | Buy |
21,691
+454
| +2% | +$18.4K | 0.02% | 201 |
|
|
2017
Q2 | $917K | Buy |
21,237
+146
| +0.7% | +$6.3K | 0.03% | 200 |
|
|
2017
Q1 | $908K | Sell |
21,091
-402
| -2% | -$17.3K | 0.03% | 199 |
|
|
2016
Q4 | $953K | Sell |
21,493
-416
| -2% | -$18.4K | 0.03% | 194 |
|
|
2016
Q3 | $962K | Hold |
21,909
| – | – | 0.03% | 171 |
|
|
2016
Q2 | $997K | Sell |
21,909
-17
| -0.1% | -$774 | 0.03% | 191 |
|
|
2016
Q1 | $880K | Buy |
21,926
+2,250
| +11% | +$90.3K | 0.03% | 201 |
|
|
2015
Q4 | $882K | Buy |
19,676
+1,444
| +8% | +$64.7K | 0.03% | 196 |
|
|
2015
Q3 | $763K | Buy |
18,232
+692
| +4% | +$29K | 0.03% | 206 |
|
|
2015
Q2 | $721K | Sell |
17,540
-654
| -4% | -$26.9K | 0.02% | 222 |
|
|
2015
Q1 | $656K | Sell |
18,194
-4,787
| -21% | -$173K | 0.02% | 232 |
|
|
2014
Q4 | $835K | Sell |
22,981
-2,086
| -8% | -$75.8K | 0.02% | 222 |
|
|
2014
Q3 | $859K | Sell |
25,067
-374
| -1% | -$12.8K | 0.03% | 218 |
|
|
2014
Q2 | $957K | Sell |
25,441
-87
| -0.3% | -$3.27K | 0.03% | 200 |
|
|
2014
Q1 | $882K | Sell |
25,528
-3,598
| -12% | -$124K | 0.03% | 211 |
|
|
2013
Q4 | $1.03M | Sell |
29,126
-2,118
| -7% | -$74.8K | 0.03% | 197 |
|
|
2013
Q3 | $982K | Buy |
31,244
+3,422
| +12% | +$108K | 0.03% | 197 |
|
|
2013
Q2 | $794K | Buy |
+27,822
| New | +$794K | 0.03% | 206 |
|