Zhang Financial’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 | $1.07M | Sell |
15,841
-162
| -1% | -$10.9K | 0.05% | 162 |
|
2025
Q1 | $1.09M | Sell |
16,003
-29
| -0.2% | -$1.97K | 0.06% | 153 |
|
2024
Q4 | $958K | Sell |
16,032
-113
| -0.7% | -$6.75K | 0.05% | 156 |
|
2024
Q3 | $1.19M | Sell |
16,145
-178
| -1% | -$13.1K | 0.08% | 136 |
|
2024
Q2 | $1.07M | Sell |
16,323
-104
| -0.6% | -$6.81K | 0.07% | 135 |
|
2024
Q1 | $1.15M | Hold |
16,427
| – | – | 0.09% | 132 |
|
2023
Q4 | $1.19M | Sell |
16,427
-1
| -0% | -$72 | 0.1% | 114 |
|
2023
Q3 | $1.14M | Sell |
16,428
-4,842
| -23% | -$336K | 0.12% | 102 |
|
2023
Q2 | $1.55M | Sell |
21,270
-337
| -2% | -$24.6K | 0.16% | 79 |
|
2023
Q1 | $1.51M | Buy |
21,607
+40
| +0.2% | +$2.79K | 0.17% | 71 |
|
2022
Q4 | $1.44M | Buy |
21,567
+592
| +3% | +$39.5K | 0.18% | 68 |
|
2022
Q3 | $1.15M | Buy |
20,975
+193
| +0.9% | +$10.6K | 0.17% | 71 |
|
2022
Q2 | $1.29M | Sell |
20,782
-898
| -4% | -$55.7K | 0.21% | 64 |
|
2022
Q1 | $1.36M | Buy |
21,680
+111
| +0.5% | +$6.97K | 0.23% | 60 |
|
2021
Q4 | $1.43M | Buy |
21,569
+10,020
| +87% | +$664K | 0.25% | 51 |
|
2021
Q3 | $672K | Buy |
11,549
+115
| +1% | +$6.69K | 0.16% | 75 |
|
2021
Q2 | $714K | Sell |
11,434
-617
| -5% | -$38.5K | 0.18% | 63 |
|
2021
Q1 | $705K | Hold |
12,051
| – | – | 0.19% | 58 |
|
2020
Q4 | $705K | Buy |
12,051
+2,698
| +29% | +$158K | 0.22% | 46 |
|
2020
Q3 | $537K | Buy |
9,353
+200
| +2% | +$11.5K | 0.19% | 52 |
|
2020
Q2 | $468K | Hold |
9,153
| – | – | 0.18% | 54 |
|
2020
Q1 | $458K | Sell |
9,153
-350
| -4% | -$17.5K | 0.2% | 52 |
|
2019
Q4 | $523K | Buy |
9,503
+568
| +6% | +$31.3K | 0.2% | 57 |
|
2019
Q3 | $494K | Buy |
8,935
+72
| +0.8% | +$3.98K | 0.21% | 54 |
|
2019
Q2 | $478K | Sell |
8,863
-133
| -1% | -$7.17K | 0.2% | 57 |
|
2019
Q1 | $449K | Sell |
8,996
-538
| -6% | -$26.9K | 0.19% | 53 |
|
2018
Q4 | $382K | Hold |
9,534
| – | – | 0.18% | 53 |
|
2018
Q3 | $408K | Buy |
9,534
+101
| +1% | +$4.32K | 0.19% | 51 |
|
2018
Q2 | $385K | Buy |
9,433
+1,121
| +13% | +$45.8K | 0.2% | 51 |
|
2018
Q1 | $338K | Hold |
8,312
| – | – | 0.18% | 56 |
|
2017
Q4 | $357K | Sell |
8,312
-700
| -8% | -$30.1K | 0.17% | 56 |
|
2017
Q3 | $368K | Hold |
9,012
| – | – | 0.19% | 52 |
|
2017
Q2 | $388K | Buy |
9,012
+700
| +8% | +$30.1K | 0.21% | 48 |
|
2017
Q1 | $357K | Sell |
8,312
-700
| -8% | -$30.1K | 0.18% | 54 |
|
2016
Q4 | $407K | Hold |
9,012
| – | – | 0.22% | 50 |
|
2016
Q3 | $396K | Hold |
9,012
| – | – | 0.22% | 53 |
|
2016
Q2 | $410K | Sell |
9,012
-130
| -1% | -$5.91K | 0.23% | 51 |
|
2016
Q1 | $367K | Sell |
9,142
-340
| -4% | -$13.6K | 0.21% | 51 |
|
2015
Q4 | $425K | Sell |
9,482
-116
| -1% | -$5.2K | 0.25% | 48 |
|
2015
Q3 | $402K | Hold |
9,598
| – | – | 0.26% | 48 |
|
2015
Q2 | $395K | Sell |
9,598
-957
| -9% | -$39.4K | 0.25% | 47 |
|
2015
Q1 | $381K | Hold |
10,555
| – | – | 0.24% | 48 |
|
2014
Q4 | $383K | Hold |
10,555
| – | – | 0.25% | 43 |
|
2014
Q3 | $362K | Buy |
10,555
+172
| +2% | +$5.9K | 0.25% | 42 |
|
2014
Q2 | $391K | Buy |
10,383
+1,796
| +21% | +$67.6K | 0.26% | 42 |
|
2014
Q1 | $297K | Buy |
8,587
+1
| +0% | +$35 | 0.21% | 45 |
|
2013
Q4 | $303K | Buy |
8,586
+2
| +0% | +$71 | 0.23% | 43 |
|
2013
Q3 | $270K | Buy |
8,584
+228
| +3% | +$7.17K | 0.22% | 43 |
|
2013
Q2 | $238K | Buy |
+8,356
| New | +$238K | 0.2% | 45 |
|