Wright Investors Service’s Mondelez International MDLZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-20,234
| Closed | -$1.21M | – | 148 |
|
|
2024
Q4 | $1.21M | Sell |
20,234
-2,082
| -9% | -$124K | 0.39% | 65 |
|
|
2024
Q3 | $1.64M | Buy |
22,316
+8,150
| +58% | +$600K | 0.43% | 69 |
|
|
2024
Q2 | $927K | Buy |
14,166
+8,801
| +164% | +$576K | 0.24% | 99 |
|
|
2024
Q1 | $376K | Buy |
+5,365
| New | +$376K | 0.1% | 137 |
|
|
2018
Q2 | – | Sell |
-22,272
| Closed | -$929K | – | 165 |
|
|
2018
Q1 | $929K | Buy |
+22,272
| New | +$929K | 0.32% | 89 |
|
|
2017
Q3 | – | Sell |
-10,200
| Closed | -$441K | – | 223 |
|
|
2017
Q2 | $441K | Buy |
10,200
+1,280
| +14% | +$55.3K | 0.17% | 158 |
|
|
2017
Q1 | $384K | Buy |
8,920
+895
| +11% | +$38.5K | 0.16% | 176 |
|
|
2016
Q4 | $356K | Sell |
8,025
-3,203
| -29% | -$142K | 0.15% | 179 |
|
|
2016
Q3 | $493K | Buy |
11,228
+58
| +0.5% | +$2.55K | 0.21% | 144 |
|
|
2016
Q2 | $508K | Buy |
11,170
+168
| +2% | +$7.64K | 0.21% | 141 |
|
|
2016
Q1 | $441K | Buy |
11,002
+1,646
| +18% | +$66K | 0.17% | 161 |
|
|
2015
Q4 | $420K | Buy |
9,356
+2,479
| +36% | +$111K | 0.16% | 198 |
|
|
2015
Q3 | $288K | Sell |
6,877
-448
| -6% | -$18.8K | 0.13% | 189 |
|
|
2015
Q2 | $301K | Sell |
7,325
-528
| -7% | -$21.7K | 0.14% | 172 |
|
|
2015
Q1 | $283K | Sell |
7,853
-1,939
| -20% | -$69.9K | 0.14% | 180 |
|
|
2014
Q4 | $356K | Buy |
9,792
+1,158
| +13% | +$42.1K | 0.17% | 161 |
|
|
2014
Q3 | $296K | Sell |
8,634
-6,707
| -44% | -$230K | 0.15% | 172 |
|
|
2014
Q2 | $577K | Buy |
15,341
+674
| +5% | +$25.4K | 0.26% | 122 |
|
|
2014
Q1 | $507K | Sell |
14,667
-340
| -2% | -$11.8K | 0.23% | 140 |
|
|
2013
Q4 | $530K | Buy |
15,007
+25
| +0.2% | +$883 | 0.23% | 131 |
|
|
2013
Q3 | $471K | Sell |
14,982
-3,090
| -17% | -$97.1K | 0.21% | 146 |
|
|
2013
Q2 | $516K | Buy |
+18,072
| New | +$516K | 0.24% | 125 |
|