West Family Investments’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 | $644K | Buy |
9,551
+5,934
| +164% | +$400K | 0.17% | 126 |
|
|
2025
Q1 | $245K | Buy |
3,617
+268
| +8% | +$18.2K | 0.09% | 203 |
|
|
2024
Q4 | $200K | Sell |
3,349
-2,358
| -41% | -$141K | 0.07% | 268 |
|
|
2024
Q3 | $420K | Buy |
5,707
+2,466
| +76% | +$182K | 0.14% | 148 |
|
|
2024
Q2 | $212K | Sell |
3,241
-1,849
| -36% | -$121K | 0.06% | 228 |
|
|
2024
Q1 | $356K | Buy |
+5,090
| New | +$356K | 0.11% | 153 |
|
|
2023
Q4 | – | Sell |
-3,033
| Closed | -$210K | – | 254 |
|
|
2023
Q3 | $210K | Buy |
+3,033
| New | +$210K | 0.07% | 204 |
|
|
2022
Q3 | – | Sell |
-5,142
| Closed | -$319K | – | 238 |
|
|
2022
Q2 | $319K | Sell |
5,142
-1,163
| -18% | -$72.2K | 0.13% | 142 |
|
|
2022
Q1 | $396K | Buy |
6,305
+50
| +0.8% | +$3.14K | 0.11% | 145 |
|
|
2021
Q4 | $415K | Sell |
6,255
-562
| -8% | -$37.3K | 0.11% | 154 |
|
|
2021
Q3 | $397K | Buy |
6,817
+1,861
| +38% | +$108K | 0.1% | 171 |
|
|
2021
Q2 | $309K | Buy |
+4,956
| New | +$309K | 0.08% | 220 |
|
|
2020
Q3 | – | Sell |
-20,000
| Closed | -$1.1M | – | 88 |
|
|
2020
Q2 | $1.1M | Hold |
20,000
| – | – | 0.27% | 57 |
|
|
2020
Q1 | $1M | Hold |
20,000
| – | – | 0.4% | 48 |
|
|
2019
Q4 | $1.1M | Hold |
20,000
| – | – | 0.27% | 57 |
|
|
2019
Q3 | $1.11M | Hold |
20,000
| – | – | 0.27% | 55 |
|
|
2019
Q2 | $1.08M | Hold |
20,000
| – | – | 0.27% | 58 |
|
|
2019
Q1 | $998K | Hold |
20,000
| – | – | 0.25% | 60 |
|
|
2018
Q4 | $801K | Hold |
20,000
| – | – | 0.21% | 66 |
|
|
2018
Q3 | $859K | Hold |
20,000
| – | – | 0.2% | 64 |
|
|
2018
Q2 | $820K | Hold |
20,000
| – | – | 0.2% | 60 |
|
|
2018
Q1 | $835K | Hold |
20,000
| – | – | 0.22% | 62 |
|
|
2017
Q4 | $856K | Hold |
20,000
| – | – | 0.22% | 63 |
|
|
2017
Q3 | $813 | Hold |
20,000
| – | – | 0.1% | 64 |
|
|
2017
Q2 | $910K | Hold |
20,000
| – | – | 0.2% | 67 |
|
|
2017
Q1 | $862K | Hold |
20,000
| – | – | 0.17% | 67 |
|
|
2016
Q4 | $887K | Hold |
20,000
| – | – | 0.16% | 70 |
|
|
2016
Q3 | $878K | Hold |
20,000
| – | – | 0.16% | 69 |
|
|
2016
Q2 | $910K | Hold |
20,000
| – | – | 0.17% | 69 |
|
|
2016
Q1 | $802K | Hold |
20,000
| – | – | 0.13% | 72 |
|
|
2015
Q4 | $897K | Hold |
20,000
| – | – | 0.23% | 67 |
|
|
2015
Q3 | $837K | Hold |
20,000
| – | – | 0.17% | 65 |
|
|
2015
Q2 | $823K | Hold |
20,000
| – | – | 0.17% | 63 |
|
|
2015
Q1 | $722K | Hold |
20,000
| – | – | 0.15% | 66 |
|
|
2014
Q4 | $727K | Hold |
20,000
| – | – | 0.14% | 64 |
|
|
2014
Q3 | $685K | Hold |
20,000
| – | – | 0.14% | 66 |
|
|
2014
Q2 | $752K | Hold |
20,000
| – | – | 0.16% | 62 |
|
|
2014
Q1 | $691K | Hold |
20,000
| – | – | 0.15% | 64 |
|
|
2013
Q4 | $706K | Hold |
20,000
| – | – | 0.16% | 61 |
|
|
2013
Q3 | $628K | Hold |
20,000
| – | – | 0.16% | 65 |
|
|
2013
Q2 | $571K | Buy |
+20,000
| New | +$571K | 0.15% | 69 |
|