Acorn Wealth Advisors’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 | $267K | Buy |
3,958
+8
| +0.2% | +$540 | 0.1% | 200 |
|
|
2025
Q1 | $268K | Buy |
3,950
+30
| +0.8% | +$2.04K | 0.11% | 186 |
|
|
2024
Q4 | $234K | Sell |
3,920
-6
| -0.2% | -$358 | 0.1% | 207 |
|
|
2024
Q3 | $289K | Buy |
3,926
+3
| +0.1% | +$221 | 0.12% | 175 |
|
|
2024
Q2 | $257K | Sell |
3,923
-154
| -4% | -$10.1K | 0.13% | 168 |
|
|
2024
Q1 | $285K | Buy |
4,077
+453
| +13% | +$31.7K | 0.15% | 147 |
|
|
2023
Q4 | $262K | Sell |
3,624
-42
| -1% | -$3.04K | 0.16% | 149 |
|
|
2023
Q3 | $254K | Sell |
3,666
-228
| -6% | -$15.8K | 0.17% | 139 |
|
|
2023
Q2 | $284K | Sell |
3,894
-17
| -0.4% | -$1.24K | 0.19% | 126 |
|
|
2023
Q1 | $273K | Buy |
3,911
+15
| +0.4% | +$1.05K | 0.2% | 129 |
|
|
2022
Q4 | $260K | Buy |
3,896
+36
| +0.9% | +$2.4K | 0.2% | 123 |
|
|
2022
Q3 | $212K | Buy |
3,860
+29
| +0.8% | +$1.59K | 0.17% | 142 |
|
|
2022
Q2 | $238K | Buy |
3,831
+10
| +0.3% | +$621 | 0.19% | 138 |
|
|
2022
Q1 | $240K | Sell |
3,821
-9
| -0.2% | -$565 | 0.17% | 150 |
|
|
2021
Q4 | $254K | Buy |
3,830
+18
| +0.5% | +$1.19K | 0.16% | 146 |
|
|
2021
Q3 | $222K | Sell |
3,812
-35
| -0.9% | -$2.04K | 0.16% | 157 |
|
|
2021
Q2 | $240K | Buy |
3,847
+7
| +0.2% | +$437 | 0.17% | 145 |
|
|
2021
Q1 | $225K | Buy |
3,840
+5
| +0.1% | +$293 | 0.16% | 145 |
|
|
2020
Q4 | $224K | Sell |
3,835
-34
| -0.9% | -$1.99K | 0.18% | 133 |
|
|
2020
Q3 | $222K | Buy |
+3,869
| New | +$222K | 0.19% | 109 |
|
|
2020
Q2 | – | Sell |
-3,844
| Closed | -$201K | – | 120 |
|
|
2020
Q1 | $201K | Buy |
3,844
+12
| +0.3% | +$627 | 0.23% | 98 |
|
|
2019
Q4 | $205K | Hold |
3,832
| – | – | 0.17% | 118 |
|
|
2019
Q3 | $202K | Sell |
3,832
-15
| -0.4% | -$791 | 0.17% | 117 |
|
|
2019
Q2 | $211K | Buy |
+3,847
| New | +$211K | 0.19% | 114 |
|
|
2018
Q3 | – | Sell |
-3,991
| Closed | -$163K | – | 310 |
|
|
2018
Q2 | $163K | Hold |
3,991
| – | – | 0.14% | 126 |
|
|
2018
Q1 | $159K | Sell |
3,991
-207
| -5% | -$8.25K | 0.14% | 125 |
|
|
2017
Q4 | $182K | Buy |
+4,198
| New | +$182K | 0.17% | 107 |
|