Bragg Financial 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 | $873K | Buy |
12,938
+458
| +4% | +$30.9K | 0.03% | 224 |
|
2025
Q1 | $847K | Buy |
12,480
+113
| +0.9% | +$7.67K | 0.03% | 220 |
|
2024
Q4 | $739K | Sell |
12,367
-128
| -1% | -$7.65K | 0.03% | 228 |
|
2024
Q3 | $921K | Sell |
12,495
-951
| -7% | -$70.1K | 0.04% | 213 |
|
2024
Q2 | $880K | Sell |
13,446
-42
| -0.3% | -$2.75K | 0.04% | 210 |
|
2024
Q1 | $944K | Sell |
13,488
-543
| -4% | -$38K | 0.04% | 205 |
|
2023
Q4 | $1.02M | Sell |
14,031
-559
| -4% | -$40.5K | 0.05% | 198 |
|
2023
Q3 | $1.01M | Sell |
14,590
-69
| -0.5% | -$4.79K | 0.05% | 198 |
|
2023
Q2 | $1.07M | Sell |
14,659
-481
| -3% | -$35.1K | 0.06% | 194 |
|
2023
Q1 | $1.06M | Sell |
15,140
-428
| -3% | -$29.8K | 0.06% | 193 |
|
2022
Q4 | $1.04M | Sell |
15,568
-26
| -0.2% | -$1.73K | 0.06% | 191 |
|
2022
Q3 | $855K | Sell |
15,594
-1,063
| -6% | -$58.3K | 0.06% | 193 |
|
2022
Q2 | $1.03M | Sell |
16,657
-500
| -3% | -$31K | 0.07% | 181 |
|
2022
Q1 | $1.08M | Buy |
17,157
+170
| +1% | +$10.7K | 0.06% | 188 |
|
2021
Q4 | $988K | Hold |
16,987
| – | – | 0.06% | 180 |
|
2021
Q3 | $988K | Sell |
16,987
-1,078
| -6% | -$62.7K | 0.06% | 180 |
|
2021
Q2 | $1.13M | Sell |
18,065
-290
| -2% | -$18.1K | 0.07% | 178 |
|
2021
Q1 | $1.07M | Buy |
18,355
+973
| +6% | +$56.9K | 0.07% | 175 |
|
2020
Q4 | $1.02M | Sell |
17,382
-758
| -4% | -$44.3K | 0.09% | 163 |
|
2020
Q3 | $1.04M | Buy |
18,140
+1,553
| +9% | +$89.2K | 0.11% | 154 |
|
2020
Q2 | $848K | Sell |
16,587
-325
| -2% | -$16.6K | 0.09% | 159 |
|
2020
Q1 | $847K | Buy |
16,912
+337
| +2% | +$16.9K | 0.11% | 153 |
|
2019
Q4 | $913K | Buy |
16,575
+120
| +0.7% | +$6.61K | 0.1% | 165 |
|
2019
Q3 | $910K | Buy |
16,455
+146
| +0.9% | +$8.07K | 0.11% | 162 |
|
2019
Q2 | $879K | Buy |
16,309
+34
| +0.2% | +$1.83K | 0.11% | 164 |
|
2019
Q1 | $812K | Hold |
16,275
| – | – | 0.11% | 165 |
|
2018
Q4 | $651K | Sell |
16,275
-710
| -4% | -$28.4K | 0.1% | 169 |
|
2018
Q3 | $730K | Sell |
16,985
-598
| -3% | -$25.7K | 0.1% | 168 |
|
2018
Q2 | $721K | Hold |
17,583
| – | – | 0.1% | 168 |
|
2018
Q1 | $734K | Sell |
17,583
-331
| -2% | -$13.8K | 0.11% | 173 |
|
2017
Q4 | $767K | Sell |
17,914
-475
| -3% | -$20.3K | 0.11% | 172 |
|
2017
Q3 | $748K | Sell |
18,389
-173
| -0.9% | -$7.04K | 0.11% | 172 |
|
2017
Q2 | $802K | Hold |
18,562
| – | – | 0.13% | 171 |
|
2017
Q1 | $800K | Buy |
18,562
+1,781
| +11% | +$76.8K | 0.13% | 172 |
|
2016
Q4 | $744K | Hold |
16,781
| – | – | 0.12% | 179 |
|
2016
Q3 | $737K | Hold |
16,781
| – | – | 0.13% | 176 |
|
2016
Q2 | $764K | Sell |
16,781
-154
| -0.9% | -$7.01K | 0.14% | 172 |
|
2016
Q1 | $679K | Buy |
16,935
+154
| +0.9% | +$6.18K | 0.13% | 174 |
|
2015
Q4 | $752K | Sell |
16,781
-101
| -0.6% | -$4.53K | 0.16% | 161 |
|
2015
Q3 | $707K | Sell |
16,882
-900
| -5% | -$37.7K | 0.17% | 152 |
|
2015
Q2 | $728K | Buy |
17,782
+677
| +4% | +$27.7K | 0.17% | 159 |
|
2015
Q1 | $617K | Hold |
17,105
| – | – | 0.14% | 167 |
|
2014
Q4 | $621K | Hold |
17,105
| – | – | 0.15% | 165 |
|
2014
Q3 | $586K | Sell |
17,105
-88
| -0.5% | -$3.02K | 0.15% | 166 |
|
2014
Q2 | $647K | Hold |
17,193
| – | – | 0.16% | 165 |
|
2014
Q1 | $594K | Hold |
17,193
| – | – | 0.15% | 167 |
|
2013
Q4 | $607K | Hold |
17,193
| – | – | 0.15% | 168 |
|
2013
Q3 | $540K | Sell |
17,193
-241
| -1% | -$7.57K | 0.14% | 166 |
|
2013
Q2 | $497K | Buy |
+17,434
| New | +$497K | 0.14% | 167 |
|