FRG Family 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 | $1.29M | Hold |
19,121
| – | – | 0.22% | 70 |
|
|
2025
Q1 | $1.3M | Hold |
19,121
| – | – | 0.25% | 64 |
|
|
2024
Q4 | $1.14M | Hold |
19,121
| – | – | 0.21% | 74 |
|
|
2024
Q3 | $1.41M | Hold |
19,121
| – | – | 0.25% | 63 |
|
|
2024
Q2 | $1.31M | Hold |
19,121
| – | – | 0.25% | 62 |
|
|
2024
Q1 | $1.38M | Sell |
19,121
-3,340
| -15% | -$240K | 0.27% | 58 |
|
|
2023
Q4 | $1.63M | Sell |
22,461
-500
| -2% | -$36.2K | 0.33% | 52 |
|
|
2023
Q3 | $1.59M | Sell |
22,961
-335
| -1% | -$23.2K | 0.36% | 52 |
|
|
2023
Q2 | $1.7M | Hold |
23,296
| – | – | 0.37% | 48 |
|
|
2023
Q1 | $1.62M | Hold |
23,296
| – | – | 0.37% | 51 |
|
|
2022
Q4 | $1.55M | Sell |
23,296
-69
| -0.3% | -$4.6K | 0.37% | 54 |
|
|
2022
Q3 | $1.28M | Sell |
23,365
-819
| -3% | -$44.9K | 0.32% | 57 |
|
|
2022
Q2 | $1.5M | Hold |
24,184
| – | – | 0.35% | 54 |
|
|
2022
Q1 | $1.52M | Hold |
24,184
| – | – | 0.3% | 58 |
|
|
2021
Q4 | $1.6M | Hold |
24,184
| – | – | 0.3% | 57 |
|
|
2021
Q3 | $1.41M | Hold |
24,184
| – | – | 0.28% | 58 |
|
|
2021
Q2 | $1.51M | Hold |
24,184
| – | – | 0.29% | 59 |
|
|
2021
Q1 | $1.42M | Sell |
24,184
-1,400
| -5% | -$81.9K | 0.29% | 58 |
|
|
2020
Q4 | $1.5M | Hold |
25,584
| – | – | 0.33% | 54 |
|
|
2020
Q3 | $1.47M | Sell |
25,584
-54
| -0.2% | -$3.1K | 0.36% | 53 |
|
|
2020
Q2 | $1.31M | Sell |
25,638
-680
| -3% | -$34.8K | 0.35% | 54 |
|
|
2020
Q1 | $1.32M | Sell |
26,318
-1,397
| -5% | -$70K | 0.4% | 53 |
|
|
2019
Q4 | $1.53M | Sell |
27,715
-380
| -1% | -$20.9K | 0.37% | 58 |
|
|
2019
Q3 | $1.55M | Sell |
28,095
-400
| -1% | -$22.1K | 0.4% | 57 |
|
|
2019
Q2 | $1.54M | Sell |
28,495
-1,535
| -5% | -$82.7K | 0.4% | 59 |
|
|
2019
Q1 | $1.5M | Sell |
30,030
-225
| -0.7% | -$11.2K | 0.42% | 60 |
|
|
2018
Q4 | $1.21M | Sell |
30,255
-3,364
| -10% | -$135K | 0.4% | 69 |
|
|
2018
Q3 | $1.44M | Sell |
33,619
-2,495
| -7% | -$107K | 0.4% | 70 |
|
|
2018
Q2 | $1.48M | Sell |
36,114
-250
| -0.7% | -$10.3K | 0.44% | 64 |
|
|
2018
Q1 | $1.52M | Sell |
36,364
-650
| -2% | -$27.1K | 0.5% | 62 |
|
|
2017
Q4 | $1.58M | Buy |
37,014
+8,280
| +29% | +$354K | 0.51% | 63 |
|
|
2017
Q3 | $1.17M | Buy |
28,734
+2,084
| +8% | +$84.7K | 0.4% | 76 |
|
|
2017
Q2 | $1.15M | Buy |
26,650
+1,190
| +5% | +$51.4K | 0.42% | 73 |
|
|
2017
Q1 | $1.1M | Buy |
25,460
+600
| +2% | +$26K | 0.43% | 72 |
|
|
2016
Q4 | $1.1M | Buy |
24,860
+1,070
| +4% | +$47.4K | 0.46% | 67 |
|
|
2016
Q3 | $1.04M | Buy |
23,790
+245
| +1% | +$10.8K | 0.47% | 69 |
|
|
2016
Q2 | $1.07M | Buy |
23,545
+1,232
| +6% | +$56.1K | 0.48% | 71 |
|
|
2016
Q1 | $903K | Buy |
22,313
+107
| +0.5% | +$4.33K | 0.44% | 74 |
|
|
2015
Q4 | $996K | Buy |
+22,206
| New | +$996K | 0.49% | 70 |
|