GVAG
Great Valley Advisor Group’s Mondelez International MDLZ Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $3.14M | Sell |
46,504
-7,034
| -13% | -$474K | 0.07% | 237 |
|
2025
Q1 | $3.63M | Sell |
53,538
-121,778
| -69% | -$8.26M | 0.08% | 227 |
|
2024
Q4 | $10.5M | Buy |
175,316
+19,036
| +12% | +$1.14M | 0.23% | 103 |
|
2024
Q3 | $11.5M | Buy |
156,280
+52,220
| +50% | +$3.85M | 0.28% | 91 |
|
2024
Q2 | $6.81M | Buy |
104,060
+12,545
| +14% | +$821K | 0.19% | 123 |
|
2024
Q1 | $6.41M | Sell |
91,515
-11,837
| -11% | -$829K | 0.19% | 123 |
|
2023
Q4 | $7.49M | Buy |
103,352
+8,138
| +9% | +$589K | 0.26% | 97 |
|
2023
Q3 | $6.61M | Buy |
95,214
+14,029
| +17% | +$974K | 0.27% | 97 |
|
2023
Q2 | $5.92M | Buy |
81,185
+8,754
| +12% | +$639K | 0.25% | 104 |
|
2023
Q1 | $5.05M | Buy |
72,431
+43,642
| +152% | +$3.04M | 0.24% | 110 |
|
2022
Q4 | $1.92M | Sell |
28,789
-346
| -1% | -$23.1K | 0.1% | 219 |
|
2022
Q3 | $1.6M | Buy |
29,135
+141
| +0.5% | +$7.73K | 0.09% | 224 |
|
2022
Q2 | $1.8M | Buy |
28,994
+757
| +3% | +$47K | 0.1% | 205 |
|
2022
Q1 | $1.86M | Buy |
28,237
+793
| +3% | +$52.2K | 0.11% | 203 |
|
2021
Q4 | $1.64M | Buy |
27,444
+274
| +1% | +$16.3K | 0.1% | 209 |
|
2021
Q3 | $1.58M | Buy |
27,170
+885
| +3% | +$51.5K | 0.11% | 202 |
|
2021
Q2 | $1.56M | Hold |
26,285
| – | – | 0.12% | 194 |
|
2021
Q1 | $1.54M | Sell |
26,285
-374
| -1% | -$21.9K | 0.15% | 151 |
|
2020
Q4 | $1.56M | Buy |
26,659
+826
| +3% | +$48.3K | 0.16% | 140 |
|
2020
Q3 | $1.48M | Sell |
25,833
-256
| -1% | -$14.7K | 0.18% | 120 |
|
2020
Q2 | $1.33M | Buy |
26,089
+1,908
| +8% | +$97.5K | 0.22% | 123 |
|
2020
Q1 | $1.21M | Sell |
24,181
-386
| -2% | -$19.3K | 0.32% | 95 |
|
2019
Q4 | $1.35M | Sell |
24,567
-8
| -0% | -$441 | 0.3% | 100 |
|
2019
Q3 | $1.36M | Buy |
24,575
+52
| +0.2% | +$2.87K | 0.33% | 89 |
|
2019
Q2 | $1.32M | Buy |
24,523
+20,066
| +450% | +$1.08M | 0.33% | 91 |
|
2019
Q1 | $222K | Buy |
+4,457
| New | +$222K | 0.07% | 270 |
|