Foster Victor 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 | $7.23M | Buy |
108,187
+3,269
| +3% | +$219K | 0.49% | 82 |
|
|
2025
Q1 | $7.03M | Buy |
104,918
+1,790
| +2% | +$120K | 0.57% | 74 |
|
|
2024
Q4 | $5.97M | Buy |
103,128
+19,516
| +23% | +$1.13M | 0.46% | 88 |
|
|
2024
Q3 | $5.94M | Buy |
83,612
+3,249
| +4% | +$231K | 0.48% | 87 |
|
|
2024
Q2 | $5.29M | Buy |
80,363
+7,860
| +11% | +$517K | 0.44% | 87 |
|
|
2024
Q1 | $4.84M | Buy |
72,503
+3,413
| +5% | +$228K | 0.44% | 74 |
|
|
2023
Q4 | $5.09M | Buy |
69,090
+5,725
| +9% | +$422K | 0.52% | 68 |
|
|
2023
Q3 | $4.01M | Sell |
63,365
-26
| -0% | -$1.65K | 0.47% | 70 |
|
|
2023
Q2 | $4.64M | Sell |
63,391
-2,943
| -4% | -$215K | 0.52% | 69 |
|
|
2023
Q1 | $4.68M | Buy |
66,334
+3,684
| +6% | +$260K | 0.57% | 63 |
|
|
2022
Q4 | $4.26M | Buy |
62,650
+3,362
| +6% | +$229K | 0.54% | 69 |
|
|
2022
Q3 | $3.32M | Buy |
59,288
+4,427
| +8% | +$248K | 0.48% | 69 |
|
|
2022
Q2 | $3.42M | Buy |
54,861
+4,038
| +8% | +$252K | 0.51% | 68 |
|
|
2022
Q1 | $3.21M | Buy |
50,823
+7,422
| +17% | +$469K | 0.44% | 72 |
|
|
2021
Q4 | $2.92M | Buy |
43,401
+3,265
| +8% | +$220K | 0.4% | 77 |
|
|
2021
Q3 | $2.34M | Buy |
40,136
+1,620
| +4% | +$94.2K | 0.37% | 75 |
|
|
2021
Q2 | $2.41M | Buy |
38,516
+3,998
| +12% | +$250K | 0.4% | 74 |
|
|
2021
Q1 | $2.03M | Buy |
34,518
+7,659
| +29% | +$450K | 0.38% | 73 |
|
|
2020
Q4 | $1.57M | Buy |
26,859
+2,384
| +10% | +$139K | 0.36% | 70 |
|
|
2020
Q3 | $1.41M | Buy |
+24,475
| New | +$1.41M | 0.38% | 63 |
|