Avantax Planning Partners’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 | $516K | Sell |
7,650
-2
| -0% | -$135 | 0.02% | 262 |
|
|
2025
Q1 | $519K | Buy |
7,652
+63
| +0.8% | +$4.27K | 0.02% | 252 |
|
|
2024
Q4 | $453K | Sell |
7,589
-218
| -3% | -$13K | 0.02% | 272 |
|
|
2024
Q3 | $575K | Sell |
7,807
-1,549
| -17% | -$114K | 0.02% | 235 |
|
|
2024
Q2 | $612K | Sell |
9,356
-298
| -3% | -$19.5K | 0.02% | 260 |
|
|
2024
Q1 | $676K | Buy |
9,654
+478
| +5% | +$33.5K | 0.02% | 255 |
|
|
2023
Q4 | $665K | Sell |
9,176
-91
| -1% | -$6.59K | 0.03% | 210 |
|
|
2023
Q3 | $643K | Sell |
9,267
-1,029
| -10% | -$71.4K | 0.03% | 200 |
|
|
2023
Q2 | $751K | Buy |
10,296
+145
| +1% | +$10.6K | 0.03% | 196 |
|
|
2023
Q1 | $708K | Sell |
10,151
-56
| -0.5% | -$3.9K | 0.03% | 200 |
|
|
2022
Q4 | $680K | Buy |
10,207
+802
| +9% | +$53.5K | 0.03% | 203 |
|
|
2022
Q3 | $516K | Sell |
9,405
-236
| -2% | -$12.9K | 0.02% | 220 |
|
|
2022
Q2 | $599K | Sell |
9,641
-531
| -5% | -$33K | 0.03% | 199 |
|
|
2022
Q1 | $639K | Sell |
10,172
-152
| -1% | -$9.55K | 0.03% | 207 |
|
|
2021
Q4 | $685K | Buy |
10,324
+133
| +1% | +$8.83K | 0.03% | 189 |
|
|
2021
Q3 | $593K | Sell |
10,191
-226
| -2% | -$13.2K | 0.03% | 184 |
|
|
2021
Q2 | $650K | Buy |
10,417
+200
| +2% | +$12.5K | 0.03% | 173 |
|
|
2021
Q1 | $598K | Sell |
10,217
-571
| -5% | -$33.4K | 0.03% | 174 |
|
|
2020
Q4 | $631K | Sell |
10,788
-792
| -7% | -$46.3K | 0.03% | 162 |
|
|
2020
Q3 | $665K | Sell |
11,580
-1,145
| -9% | -$65.8K | 0.04% | 157 |
|
|
2020
Q2 | $651K | Buy |
12,725
+2,583
| +25% | +$132K | 0.04% | 149 |
|
|
2020
Q1 | $508K | Sell |
10,142
-703
| -6% | -$35.2K | 0.04% | 151 |
|
|
2019
Q4 | $597K | Sell |
10,845
-182
| -2% | -$10K | 0.04% | 155 |
|
|
2019
Q3 | $610K | Buy |
11,027
+122
| +1% | +$6.75K | 0.04% | 146 |
|
|
2019
Q2 | $605K | Buy |
10,905
+2,968
| +37% | +$165K | 0.04% | 147 |
|
|
2019
Q1 | $396K | Buy |
7,937
+1,656
| +26% | +$82.6K | 0.03% | 193 |
|
|
2018
Q4 | $251K | Buy |
6,281
+152
| +2% | +$6.07K | 0.02% | 223 |
|
|
2018
Q3 | $263K | Buy |
6,129
+1,165
| +23% | +$50K | 0.02% | 208 |
|
|
2018
Q2 | $204K | Sell |
4,964
-13,514
| -73% | -$555K | 0.02% | 226 |
|
|
2018
Q1 | $771K | Buy |
18,478
+17
| +0.1% | +$709 | 0.07% | 123 |
|
|
2017
Q4 | $790K | Sell |
18,461
-1,745
| -9% | -$74.7K | 0.07% | 120 |
|
|
2017
Q3 | $822K | Buy |
20,206
+692
| +4% | +$28.2K | 0.06% | 139 |
|
|
2017
Q2 | $843K | Buy |
19,514
+170
| +0.9% | +$7.34K | 0.07% | 130 |
|
|
2017
Q1 | $833K | Sell |
19,344
-354
| -2% | -$15.2K | 0.07% | 124 |
|
|
2016
Q4 | $873K | Buy |
+19,698
| New | +$873K | 0.09% | 109 |
|