B. Riley 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 | $646K | Buy |
+9,575
| New | +$646K | 0.03% | 439 |
|
|
2024
Q4 | $1.62M | Sell |
26,959
-3,537
| -12% | -$213K | 0.05% | 323 |
|
|
2024
Q3 | $2.24M | Sell |
30,496
-4,670
| -13% | -$343K | 0.06% | 295 |
|
|
2024
Q2 | $2.32M | Sell |
35,166
-9,494
| -21% | -$625K | 0.06% | 308 |
|
|
2024
Q1 | $3.12M | Buy |
44,660
+8,930
| +25% | +$623K | 0.08% | 234 |
|
|
2023
Q4 | $2.6M | Sell |
35,730
-8,930
| -20% | -$651K | 0.07% | 289 |
|
|
2023
Q3 | $3.12M | Sell |
44,660
-128
| -0.3% | -$8.94K | 0.08% | 234 |
|
|
2023
Q2 | $3.28M | Sell |
44,788
-3,989
| -8% | -$292K | 0.07% | 249 |
|
|
2023
Q1 | $3.42M | Sell |
48,777
-15,687
| -24% | -$1.1M | 0.09% | 221 |
|
|
2022
Q4 | $4.32M | Buy |
64,464
+22,301
| +53% | +$1.49M | 0.12% | 188 |
|
|
2022
Q3 | $2.31M | Buy |
42,163
+8,347
| +25% | +$458K | 0.07% | 279 |
|
|
2022
Q2 | $2.1M | Sell |
33,816
-172
| -0.5% | -$10.7K | 0.09% | 237 |
|
|
2022
Q1 | $2.14M | Sell |
33,988
-14,209
| -29% | -$893K | 0.07% | 287 |
|
|
2021
Q4 | $3.2M | Buy |
48,197
+615
| +1% | +$40.8K | 0.09% | 242 |
|
|
2021
Q3 | $2.78M | Buy |
47,582
+1,832
| +4% | +$107K | 0.09% | 260 |
|
|
2021
Q2 | $2.84M | Buy |
45,750
+10,763
| +31% | +$669K | 0.09% | 257 |
|
|
2021
Q1 | $2.05M | Buy |
34,987
+12,197
| +54% | +$715K | 0.07% | 300 |
|
|
2020
Q4 | $1.34M | Sell |
22,790
-14,920
| -40% | -$874K | 0.07% | 265 |
|
|
2020
Q3 | $2.14M | Buy |
37,710
+1,689
| +5% | +$95.8K | 0.11% | 187 |
|
|
2020
Q2 | $1.84M | Sell |
36,021
-805
| -2% | -$41.2K | 0.12% | 180 |
|
|
2020
Q1 | $1.85M | Buy |
36,826
+8,721
| +31% | +$437K | 0.16% | 143 |
|
|
2019
Q4 | $1.55M | Buy |
28,105
+1,502
| +6% | +$82.9K | 0.13% | 177 |
|
|
2019
Q3 | $1.47M | Buy |
26,603
+1,338
| +5% | +$74.1K | 0.15% | 159 |
|
|
2019
Q2 | $1.36M | Buy |
25,265
+3,807
| +18% | +$205K | 0.15% | 145 |
|
|
2019
Q1 | $1.07M | Buy |
21,458
+1,844
| +9% | +$92K | 0.13% | 172 |
|
|
2018
Q4 | $787K | Buy |
19,614
+1,711
| +10% | +$68.7K | 0.11% | 194 |
|
|
2018
Q3 | $771K | Buy |
17,903
+11,185
| +166% | +$482K | 0.09% | 235 |
|
|
2018
Q2 | $277K | Buy |
6,718
+574
| +9% | +$23.7K | 0.04% | 499 |
|
|
2018
Q1 | $259K | Buy |
6,144
+721
| +13% | +$30.4K | 0.04% | 498 |
|
|
2017
Q4 | $233K | Buy |
+5,423
| New | +$233K | 0.03% | 533 |
|
|
2017
Q3 | – | Sell |
-4,708
| Closed | -$205K | – | 571 |
|
|
2017
Q2 | $205K | Sell |
4,708
-356
| -7% | -$15.5K | 0.04% | 472 |
|
|
2017
Q1 | $220K | Sell |
5,064
-2,509
| -33% | -$109K | 0.04% | 439 |
|
|
2016
Q4 | $337K | Sell |
7,573
-2,498
| -25% | -$111K | 0.07% | 318 |
|
|
2016
Q3 | $443K | Buy |
10,071
+506
| +5% | +$22.3K | 0.09% | 295 |
|
|
2016
Q2 | $436K | Buy |
9,565
+99
| +1% | +$4.51K | 0.09% | 283 |
|
|
2016
Q1 | $380K | Sell |
9,466
-773
| -8% | -$31K | 0.09% | 289 |
|
|
2015
Q4 | $460K | Sell |
10,239
-2,773
| -21% | -$125K | 0.09% | 268 |
|
|
2015
Q3 | $545K | Buy |
13,012
+4,642
| +55% | +$194K | 0.13% | 216 |
|
|
2015
Q2 | $345K | Sell |
8,370
-4,568
| -35% | -$188K | 0.09% | 297 |
|
|
2015
Q1 | $467K | Sell |
12,938
-7,074
| -35% | -$255K | 0.11% | 237 |
|
|
2014
Q4 | $3.78K | Buy |
20,012
+11,631
| +139% | +$2.19K | 0.08% | 306 |
|
|
2014
Q3 | $287K | Sell |
8,381
-11,899
| -59% | -$407K | 0.07% | 375 |
|
|
2014
Q2 | $384K | Buy |
20,280
+9,052
| +81% | +$171K | 0.09% | 247 |
|
|
2014
Q1 | $388K | Sell |
11,228
-1,110
| -9% | -$38.4K | 0.12% | 201 |
|
|
2013
Q4 | $436K | Sell |
12,338
-333
| -3% | -$11.8K | 0.14% | 169 |
|
|
2013
Q3 | $398K | Sell |
12,671
-2,104
| -14% | -$66.1K | 0.14% | 173 |
|
|
2013
Q2 | $422K | Buy |
+14,775
| New | +$422K | 0.14% | 172 |
|