Mondelez Int shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
Quarter-by-quarter ownership of Mondelez Int (MDLZ) shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
from 13F filings
Historical chart of Annex Advisory Services, LLC, d/b/a Annex Wealth Management investment in Mondelez Int
Tip: Access up to 7 years of quarterly data
All positions including Mondelez Int held by Annex Advisory Services, LLC, d/b/a Annex Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Mondelez Int by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $729k | 12k | 62.47 |
| 2025-06-30 | $798k | 12k | 67.44 |
| 2025-03-31 | $809k | 12k | 67.85 |
| 2024-12-31 | $708k | 12k | 59.73 |
| 2024-09-30 | $901k | 12k | 73.67 |
| 2024-06-30 | $812k | 12k | 65.44 |
| 2024-03-31 | $855k | 12k | 70.00 |
| 2023-09-30 | $1.1M | 16k | 69.40 |
| 2023-06-30 | $1.1M | 15k | 72.94 |
| 2023-03-31 | $1.1M | 15k | 69.72 |
| 2022-12-31 | $1.0M | 16k | 66.65 |
| 2022-09-30 | $901k | 16k | 54.82 |
| 2022-06-30 | $1.1M | 18k | 62.08 |
| 2022-03-31 | $1.0M | 16k | 62.78 |
| 2021-12-31 | $1.1M | 16k | 66.31 |
| 2021-09-30 | $700k | 12k | 58.13 |
| 2021-06-30 | $732k | 12k | 62.43 |
| 2021-03-31 | $204k | 3.5k | 58.49 |
| 2020-12-31 | $203k | 3.5k | 58.37 |
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