Forvis Mazars 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 | $426K | Buy |
6,321
+237
| +4% | +$16K | 0.01% | 309 |
|
|
2025
Q1 | $413K | Sell |
6,084
-305
| -5% | -$20.7K | 0.01% | 310 |
|
|
2024
Q4 | $382K | Sell |
6,389
-34
| -0.5% | -$2.03K | 0.01% | 345 |
|
|
2024
Q3 | $473K | Sell |
6,423
-245
| -4% | -$18K | 0.01% | 320 |
|
|
2024
Q2 | $436K | Sell |
6,668
-228
| -3% | -$14.9K | 0.01% | 309 |
|
|
2024
Q1 | $483K | Sell |
6,896
-533
| -7% | -$37.3K | 0.01% | 299 |
|
|
2023
Q4 | $538K | Buy |
7,429
+403
| +6% | +$29.2K | 0.02% | 267 |
|
|
2023
Q3 | $488K | Sell |
7,026
-354
| -5% | -$24.6K | 0.01% | 277 |
|
|
2023
Q2 | $538K | Buy |
7,380
+201
| +3% | +$14.7K | 0.02% | 282 |
|
|
2023
Q1 | $501K | Sell |
7,179
-154
| -2% | -$10.7K | 0.02% | 269 |
|
|
2022
Q4 | $489K | Sell |
7,333
-450
| -6% | -$30K | 0.02% | 263 |
|
|
2022
Q3 | $427K | Sell |
7,783
-264
| -3% | -$14.5K | 0.02% | 272 |
|
|
2022
Q2 | $499K | Buy |
8,047
+1,093
| +16% | +$67.8K | 0.02% | 252 |
|
|
2022
Q1 | $437K | Buy |
6,954
+300
| +5% | +$18.9K | 0.02% | 200 |
|
|
2021
Q4 | $441K | Buy |
6,654
+480
| +8% | +$31.8K | 0.02% | 190 |
|
|
2021
Q3 | $359K | Buy |
6,174
+748
| +14% | +$43.5K | 0.02% | 207 |
|
|
2021
Q2 | $339K | Sell |
5,426
-517
| -9% | -$32.3K | 0.02% | 209 |
|
|
2021
Q1 | $348K | Sell |
5,943
-11,490
| -66% | -$673K | 0.02% | 209 |
|
|
2020
Q4 | $1.02M | Buy |
17,433
+300
| +2% | +$17.5K | 0.05% | 150 |
|
|
2020
Q3 | $984K | Buy |
17,133
+712
| +4% | +$40.9K | 0.06% | 138 |
|
|
2020
Q2 | $840K | Buy |
16,421
+654
| +4% | +$33.5K | 0.05% | 143 |
|
|
2020
Q1 | $790K | Buy |
15,767
+537
| +4% | +$26.9K | 0.06% | 129 |
|
|
2019
Q4 | $839K | Buy |
15,230
+733
| +5% | +$40.4K | 0.06% | 131 |
|
|
2019
Q3 | $802K | Buy |
14,497
+7,835
| +118% | +$433K | 0.06% | 122 |
|
|
2019
Q2 | $359K | Buy |
6,662
+81
| +1% | +$4.37K | 0.03% | 201 |
|
|
2019
Q1 | $329K | Buy |
6,581
+258
| +4% | +$12.9K | 0.03% | 201 |
|
|
2018
Q4 | $253K | Sell |
6,323
-954
| -13% | -$38.2K | 0.03% | 198 |
|
|
2018
Q3 | $313K | Buy |
7,277
+64
| +0.9% | +$2.75K | 0.03% | 191 |
|
|
2018
Q2 | $296K | Sell |
7,213
-503
| -7% | -$20.6K | 0.03% | 196 |
|
|
2018
Q1 | $322K | Sell |
7,716
-48
| -0.6% | -$2K | 0.03% | 188 |
|
|
2017
Q4 | $332K | Sell |
7,764
-87
| -1% | -$3.72K | 0.03% | 190 |
|
|
2017
Q3 | $319K | Sell |
7,851
-497
| -6% | -$20.2K | 0.04% | 180 |
|
|
2017
Q2 | $361K | Buy |
8,348
+337
| +4% | +$14.6K | 0.04% | 167 |
|
|
2017
Q1 | $345K | Sell |
8,011
-3,733
| -32% | -$161K | 0.04% | 160 |
|
|
2016
Q4 | $521K | Buy |
11,744
+325
| +3% | +$14.4K | 0.07% | 117 |
|
|
2016
Q3 | $501K | Buy |
11,419
+524
| +5% | +$23K | 0.07% | 114 |
|
|
2016
Q2 | $496K | Sell |
10,895
-439
| -4% | -$20K | 0.07% | 108 |
|
|
2016
Q1 | $455K | Sell |
11,334
-1,178
| -9% | -$47.3K | 0.07% | 115 |
|
|
2015
Q4 | $561K | Buy |
12,512
+12
| +0.1% | +$538 | 0.08% | 104 |
|
|
2015
Q3 | $523K | Buy |
12,500
+463
| +4% | +$19.4K | 0.09% | 98 |
|
|
2015
Q2 | $495K | Sell |
12,037
-1,974
| -14% | -$81.2K | 0.07% | 108 |
|
|
2015
Q1 | $506K | Sell |
14,011
-426
| -3% | -$15.4K | 0.07% | 108 |
|
|
2014
Q4 | $524K | Hold |
14,437
| – | – | 0.09% | 93 |
|
|
2014
Q3 | $495K | Hold |
14,437
| – | – | 0.09% | 91 |
|
|
2014
Q2 | $543K | Sell |
14,437
-2,707
| -16% | -$102K | 0.09% | 90 |
|
|
2014
Q1 | $591K | Sell |
17,144
-2,248
| -12% | -$77.5K | 0.1% | 98 |
|
|
2013
Q4 | $685K | Buy |
19,392
+402
| +2% | +$14.2K | 0.13% | 89 |
|
|
2013
Q3 | $597K | Sell |
18,990
-6,303
| -25% | -$198K | 0.12% | 96 |
|
|
2013
Q2 | $722K | Buy |
+25,293
| New | +$722K | 0.57% | 52 |
|