Allworth 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 | $23.3M | Buy |
346,224
+37,977
| +12% | +$2.56M | 0.11% | 113 |
|
|
2025
Q1 | $20.2M | Buy |
308,247
+19,988
| +7% | +$1.31M | 0.11% | 102 |
|
|
2024
Q4 | $16.2M | Buy |
288,259
+12,080
| +4% | +$680K | 0.09% | 123 |
|
|
2024
Q3 | $20.3M | Sell |
276,179
-2,271
| -0.8% | -$167K | 0.12% | 93 |
|
|
2024
Q2 | $18.5M | Buy |
278,450
+245,956
| +757% | +$16.3M | 0.12% | 94 |
|
|
2024
Q1 | $2.27M | Sell |
32,494
-1,831
| -5% | -$128K | 0.02% | 301 |
|
|
2023
Q4 | $2.49M | Buy |
34,325
+1,896
| +6% | +$137K | 0.02% | 274 |
|
|
2023
Q3 | $2.25M | Buy |
32,429
+337
| +1% | +$23.4K | 0.02% | 260 |
|
|
2023
Q2 | $2.34M | Sell |
32,092
-1,246
| -4% | -$90.9K | 0.02% | 255 |
|
|
2023
Q1 | $2.32M | Buy |
33,338
+1,022
| +3% | +$71.3K | 0.02% | 239 |
|
|
2022
Q4 | $2.15M | Buy |
32,316
+448
| +1% | +$29.9K | 0.02% | 235 |
|
|
2022
Q3 | $1.75M | Buy |
31,868
+3,982
| +14% | +$218K | 0.02% | 237 |
|
|
2022
Q2 | $1.73M | Buy |
27,886
+673
| +2% | +$41.8K | 0.02% | 235 |
|
|
2022
Q1 | $1.71M | Buy |
27,213
+180
| +0.7% | +$11.3K | 0.02% | 237 |
|
|
2021
Q4 | $1.79M | Buy |
27,033
+251
| +0.9% | +$16.6K | 0.03% | 214 |
|
|
2021
Q3 | $1.56M | Buy |
26,782
+517
| +2% | +$30.1K | 0.03% | 193 |
|
|
2021
Q2 | $1.64M | Buy |
26,265
+23,828
| +978% | +$1.49M | 0.03% | 148 |
|
|
2021
Q1 | $143K | Buy |
2,437
+45
| +2% | +$2.64K | ﹤0.01% | 394 |
|
|
2020
Q4 | $140K | Sell |
2,392
-128
| -5% | -$7.49K | ﹤0.01% | 326 |
|
|
2020
Q3 | $145K | Hold |
2,520
| – | – | ﹤0.01% | 279 |
|
|
2020
Q2 | $129K | Buy |
2,520
+591
| +31% | +$30.3K | ﹤0.01% | 284 |
|
|
2020
Q1 | $97K | Sell |
1,929
-249
| -11% | -$12.5K | ﹤0.01% | 321 |
|
|
2019
Q4 | $120K | Buy |
2,178
+779
| +56% | +$42.9K | ﹤0.01% | 253 |
|
|
2019
Q3 | $77K | Hold |
1,399
| – | – | ﹤0.01% | 265 |
|
|
2019
Q2 | $75K | Buy |
1,399
+1
| +0.1% | +$54 | ﹤0.01% | 268 |
|
|
2019
Q1 | $70K | Sell |
1,398
-127
| -8% | -$6.36K | ﹤0.01% | 271 |
|
|
2018
Q4 | $61K | Buy |
1,525
+65
| +4% | +$2.6K | ﹤0.01% | 257 |
|
|
2018
Q3 | $63K | Buy |
1,460
+39
| +3% | +$1.68K | ﹤0.01% | 262 |
|
|
2018
Q2 | $58K | Hold |
1,421
| – | – | ﹤0.01% | 265 |
|
|
2018
Q1 | $59K | Hold |
1,421
| – | – | ﹤0.01% | 232 |
|
|
2017
Q4 | $61K | Hold |
1,421
| – | – | ﹤0.01% | 220 |
|
|
2017
Q3 | $58K | Sell |
1,421
-186
| -12% | -$7.59K | ﹤0.01% | 220 |
|
|
2017
Q2 | $69K | Sell |
1,607
-61
| -4% | -$2.62K | 0.01% | 213 |
|
|
2017
Q1 | $72K | Buy |
1,668
+43
| +3% | +$1.86K | 0.01% | 198 |
|
|
2016
Q4 | $72K | Hold |
1,625
| – | – | 0.01% | 182 |
|
|
2016
Q3 | $71K | Buy |
1,625
+756
| +87% | +$33K | 0.01% | 182 |
|
|
2016
Q2 | $40K | Buy |
869
+200
| +30% | +$9.21K | ﹤0.01% | 229 |
|
|
2016
Q1 | $27K | Sell |
669
-69
| -9% | -$2.79K | ﹤0.01% | 272 |
|
|
2015
Q4 | $33K | Sell |
738
-133
| -15% | -$5.95K | 0.01% | 241 |
|
|
2015
Q3 | $36K | Hold |
871
| – | – | 0.01% | 241 |
|
|
2015
Q2 | $36K | Buy |
871
+187
| +27% | +$7.73K | 0.01% | 234 |
|
|
2015
Q1 | $25K | Buy |
+684
| New | +$25K | 0.01% | 275 |
|