Glass Jacobson 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 | $33.2K | Sell |
493
-2,188
| -82% | -$148K | 0.01% | 330 |
|
|
2025
Q1 | $160K | Hold |
2,681
| – | – | 0.05% | 253 |
|
|
2024
Q4 | $160K | Buy |
2,681
+168
| +7% | +$10K | 0.05% | 253 |
|
|
2024
Q3 | $185K | Hold |
2,513
| – | – | 0.06% | 229 |
|
|
2024
Q2 | $164K | Hold |
2,513
| – | – | 0.06% | 235 |
|
|
2024
Q1 | $176K | Sell |
2,513
-179
| -7% | -$12.5K | 0.07% | 220 |
|
|
2023
Q4 | $195K | Hold |
2,692
| – | – | 0.08% | 207 |
|
|
2023
Q3 | $187K | Buy |
2,692
+179
| +7% | +$12.4K | 0.09% | 204 |
|
|
2023
Q2 | $183K | Buy |
+2,513
| New | +$183K | 0.08% | 199 |
|
|
2022
Q4 | $168K | Buy |
+2,520
| New | +$168K | 0.08% | 208 |
|