GHP Investment 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 | $372K | Buy |
5,518
+436
| +9% | +$29.4K | 0.02% | 325 |
|
|
2025
Q1 | $345K | Sell |
5,082
-12
| -0.2% | -$814 | 0.02% | 328 |
|
|
2024
Q4 | $304K | Buy |
5,094
+12
| +0.2% | +$717 | 0.01% | 341 |
|
|
2024
Q3 | $374K | Sell |
5,082
-125
| -2% | -$9.21K | 0.02% | 325 |
|
|
2024
Q2 | $341K | Sell |
5,207
-375
| -7% | -$24.5K | 0.02% | 327 |
|
|
2024
Q1 | $391K | Buy |
5,582
+380
| +7% | +$26.6K | 0.02% | 323 |
|
|
2023
Q4 | $377K | Hold |
5,202
| – | – | 0.02% | 328 |
|
|
2023
Q3 | $320K | Sell |
5,202
-60
| -1% | -$3.69K | 0.02% | 334 |
|
|
2023
Q2 | $389K | Buy |
5,262
+60
| +1% | +$4.44K | 0.02% | 324 |
|
|
2023
Q1 | $363K | Hold |
5,202
| – | – | 0.02% | 321 |
|
|
2022
Q4 | $347K | Hold |
5,202
| – | – | 0.02% | 324 |
|
|
2022
Q3 | $285K | Sell |
5,202
-275
| -5% | -$15.1K | 0.02% | 324 |
|
|
2022
Q2 | $340K | Buy |
5,477
+275
| +5% | +$17.1K | 0.03% | 312 |
|
|
2022
Q1 | $327K | Hold |
5,202
| – | – | 0.02% | 314 |
|
|
2021
Q4 | $345K | Hold |
5,202
| – | – | 0.02% | 274 |
|
|
2021
Q3 | $303K | Hold |
5,202
| – | – | 0.02% | 265 |
|
|
2021
Q2 | $325K | Hold |
5,202
| – | – | 0.03% | 258 |
|
|
2021
Q1 | $304K | Hold |
5,202
| – | – | 0.03% | 256 |
|
|
2020
Q4 | $304K | Sell |
5,202
-245
| -4% | -$14.3K | 0.03% | 247 |
|
|
2020
Q3 | $313K | Sell |
5,447
-300
| -5% | -$17.2K | 0.04% | 238 |
|
|
2020
Q2 | $294K | Hold |
5,747
| – | – | 0.04% | 240 |
|
|
2020
Q1 | $288K | Sell |
5,747
-346
| -6% | -$17.3K | 0.04% | 244 |
|
|
2019
Q4 | $336K | Sell |
6,093
-22
| -0.4% | -$1.21K | 0.04% | 259 |
|
|
2019
Q3 | $338K | Hold |
6,115
| – | – | 0.04% | 258 |
|
|
2019
Q2 | $330K | Hold |
6,115
| – | – | 0.04% | 263 |
|
|
2019
Q1 | $305K | Hold |
6,115
| – | – | 0.04% | 271 |
|
|
2018
Q4 | $245K | Hold |
6,115
| – | – | 0.04% | 267 |
|
|
2018
Q3 | $263K | Hold |
6,115
| – | – | 0.04% | 269 |
|
|
2018
Q2 | $251K | Hold |
6,115
| – | – | 0.04% | 267 |
|
|
2018
Q1 | $255K | Hold |
6,115
| – | – | 0.04% | 268 |
|
|
2017
Q4 | $262K | Hold |
6,115
| – | – | 0.04% | 271 |
|
|
2017
Q3 | $249K | Hold |
6,115
| – | – | 0.04% | 270 |
|
|
2017
Q2 | $264K | Buy |
6,115
+223
| +4% | +$9.63K | 0.04% | 270 |
|
|
2017
Q1 | $254K | Hold |
5,892
| – | – | 0.04% | 266 |
|
|
2016
Q4 | $261K | Buy |
+5,892
| New | +$261K | 0.05% | 260 |
|
|
2016
Q1 | – | Sell |
-6,140
| Closed | -$275K | – | 286 |
|
|
2015
Q4 | $275K | Hold |
6,140
| – | – | 0.07% | 249 |
|
|
2015
Q3 | $257K | Hold |
6,140
| – | – | 0.07% | 240 |
|
|
2015
Q2 | $258K | Hold |
6,140
| – | – | 0.06% | 240 |
|
|
2015
Q1 | $222K | Hold |
6,140
| – | – | 0.06% | 255 |
|
|
2014
Q4 | $223K | Hold |
6,140
| – | – | 0.06% | 247 |
|
|
2014
Q3 | $210K | Hold |
6,140
| – | – | 0.06% | 249 |
|
|
2014
Q2 | $231K | Sell |
6,140
-563
| -8% | -$21.2K | 0.07% | 244 |
|
|
2014
Q1 | $232K | Sell |
6,703
-43
| -0.6% | -$1.49K | 0.07% | 237 |
|
|
2013
Q4 | $238K | Sell |
6,746
-879
| -12% | -$31K | 0.08% | 230 |
|
|
2013
Q3 | $240K | Buy |
7,625
+69
| +0.9% | +$2.17K | 0.09% | 226 |
|
|
2013
Q2 | $216K | Buy |
+7,556
| New | +$216K | 0.09% | 228 |
|