WJWM
Williams Jones Wealth Management’s Mondelez International MDLZ Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.78M | Sell |
26,411
-840
| -3% | -$56.7K | 0.02% | 199 |
|
2025
Q1 | $1.85M | Sell |
27,251
-1,378
| -5% | -$93.5K | 0.02% | 187 |
|
2024
Q4 | $1.71M | Sell |
28,629
-466
| -2% | -$27.8K | 0.02% | 202 |
|
2024
Q3 | $2.14M | Buy |
29,095
+44
| +0.2% | +$3.24K | 0.03% | 193 |
|
2024
Q2 | $1.9M | Sell |
29,051
-28
| -0.1% | -$1.83K | 0.02% | 196 |
|
2024
Q1 | $2.04M | Buy |
29,079
+60
| +0.2% | +$4.2K | 0.03% | 190 |
|
2023
Q4 | $2.1M | Sell |
29,019
-84
| -0.3% | -$6.08K | 0.03% | 192 |
|
2023
Q3 | $2.02M | Sell |
29,103
-47
| -0.2% | -$3.26K | 0.03% | 193 |
|
2023
Q2 | $2.13M | Sell |
29,150
-491
| -2% | -$35.8K | 0.03% | 193 |
|
2023
Q1 | $2.07M | Sell |
29,641
-601
| -2% | -$41.9K | 0.03% | 203 |
|
2022
Q4 | $2.02M | Sell |
30,242
-311
| -1% | -$20.7K | 0.03% | 200 |
|
2022
Q3 | $1.68M | Sell |
30,553
-54
| -0.2% | -$2.96K | 0.03% | 217 |
|
2022
Q2 | $1.9M | Buy |
30,607
+23,116
| +309% | +$1.43M | 0.03% | 212 |
|
2022
Q1 | $470K | Sell |
7,491
-403
| -5% | -$25.3K | 0.01% | 359 |
|
2021
Q4 | $523K | Sell |
7,894
-28
| -0.4% | -$1.86K | 0.01% | 327 |
|
2021
Q3 | $461K | Sell |
7,922
-220
| -3% | -$12.8K | 0.01% | 333 |
|
2021
Q2 | $508K | Buy |
8,142
+165
| +2% | +$10.3K | 0.01% | 318 |
|
2021
Q1 | $467K | Sell |
7,977
-2,649
| -25% | -$155K | 0.01% | 319 |
|
2020
Q4 | $621K | Buy |
10,626
+860
| +9% | +$50.3K | 0.01% | 270 |
|
2020
Q3 | $561K | Sell |
9,766
-2,488
| -20% | -$143K | 0.01% | 255 |
|
2020
Q2 | $627K | Sell |
12,254
-427
| -3% | -$21.8K | 0.01% | 236 |
|
2020
Q1 | $635K | Buy |
12,681
+377
| +3% | +$18.9K | 0.02% | 207 |
|
2019
Q4 | $678K | Buy |
12,304
+1,808
| +17% | +$99.6K | 0.01% | 242 |
|
2019
Q3 | $581K | Buy |
+10,496
| New | +$581K | 0.01% | 252 |
|