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TrinityPoint Wealth, LLC

SEC CIK
0001766510
Latest filing
Feb 14, 2025

MDLZ holding history

Mondelez International, Inc. in every 13F filed by TrinityPoint Wealth, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

MDLZ overviewAll 13F holders of MDLZFull Q4 2024 holdings

Shares (Q4 2024)
10,550
Value
$630.2K
% of portfolio
0.1%
Quarters held
13
Since Q1 2021
Holdings of MDLZ by TrinityPoint Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 202410,550$630.2K0.1%−38−0.4%ReducedHolders
Q3 202410,588$780.0K0.1%−755−6.7%ReducedHolders
Q2 202411,343$742.3K0.1%+41+0.4%AddedHolders
Q1 202411,302$791.2K0.1%−632−5.3%ReducedHolders
Q4 202311,934$864.4K0.2%−747−5.9%ReducedHolders
Q3 202312,681$880.1K0.2%+57+0.5%AddedHolders
Q2 202312,624$920.8K0.2%+93+0.7%AddedHolders
Q1 202312,531$873.7K0.2%−538−4.1%ReducedHolders
Q4 202213,069$871.0K0.2%+9,178+235.9%AddedHolders
Q3 20223,891$213.0K<0.1%+14+0.4%AddedHolders
Q2 20223,877$241.0K0.1%+458+13.4%AddedHolders
Q1 20223,419$215.0K<0.1%+3,419NewHolders
Q2 20210$00.0%−4,012−100.0%Sold outHolders
Q1 20214,012$235.0K0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.