Beacon Pointe 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 | $18.7M | Sell |
277,911
-6,594
| -2% | -$445K | 0.2% | 116 |
|
|
2025
Q1 | $19.3M | Sell |
284,505
-106
| -0% | -$7.19K | 0.22% | 112 |
|
|
2024
Q4 | $17M | Sell |
284,611
-8,165
| -3% | -$488K | 0.19% | 121 |
|
|
2024
Q3 | $21.6M | Buy |
292,776
+2,540
| +0.9% | +$187K | 0.25% | 94 |
|
|
2024
Q2 | $19M | Sell |
290,236
-9,958
| -3% | -$652K | 0.22% | 106 |
|
|
2024
Q1 | $21M | Sell |
300,194
-84,170
| -22% | -$5.89M | 0.23% | 98 |
|
|
2023
Q4 | $27.8M | Buy |
384,364
+20,712
| +6% | +$1.5M | 0.33% | 63 |
|
|
2023
Q3 | $25.2M | Buy |
363,652
+289,296
| +389% | +$20.1M | 0.31% | 75 |
|
|
2023
Q2 | $5.42M | Sell |
74,356
-8,004
| -10% | -$584K | 0.09% | 202 |
|
|
2023
Q1 | $5.74M | Buy |
82,360
+17,001
| +26% | +$1.19M | 0.1% | 190 |
|
|
2022
Q4 | $4.36M | Buy |
65,359
+6,053
| +10% | +$403K | 0.08% | 212 |
|
|
2022
Q3 | $3.25M | Sell |
59,306
-821
| -1% | -$45K | 0.07% | 226 |
|
|
2022
Q2 | $3.73M | Sell |
60,127
-20,180
| -25% | -$1.25M | 0.08% | 223 |
|
|
2022
Q1 | $5.04M | Buy |
80,307
+44,590
| +125% | +$2.8M | 0.07% | 252 |
|
|
2021
Q4 | $2.37M | Sell |
35,717
-8,410
| -19% | -$558K | 0.06% | 238 |
|
|
2021
Q3 | $2.57M | Buy |
44,127
+10,455
| +31% | +$608K | 0.06% | 248 |
|
|
2021
Q2 | $2.1M | Buy |
+33,672
| New | +$2.1M | 0.07% | 213 |
|
|
2021
Q1 | – | Sell |
-5,319
| Closed | -$311K | – | 555 |
|
|
2020
Q4 | $311K | Buy |
+5,319
| New | +$311K | 0.02% | 358 |
|