HHGA
Halbert Hargrove Global Advisors’s Mondelez International MDLZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21.9K | Sell |
325
-23
| -7% | -$1.55K | ﹤0.01% | 172 |
|
|
2025
Q1 | $23.6K | Buy |
348
+23
| +7% | +$1.56K | ﹤0.01% | 171 |
|
|
2024
Q4 | $19.4K | Buy |
+325
| New | +$19.4K | ﹤0.01% | 178 |
|
|
2023
Q2 | – | Sell |
-4,185
| Closed | -$292K | – | 131 |
|
|
2023
Q1 | $292K | Buy |
4,185
+230
| +6% | +$16K | 0.02% | 109 |
|
|
2022
Q4 | $264K | Sell |
3,955
-180
| -4% | -$12K | 0.02% | 115 |
|
|
2022
Q3 | $227K | Buy |
4,135
+72
| +2% | +$3.95K | 0.02% | 125 |
|
|
2022
Q2 | $252K | Sell |
4,063
-390
| -9% | -$24.2K | 0.02% | 121 |
|
|
2022
Q1 | $279K | Sell |
4,453
-4
| -0.1% | -$251 | 0.02% | 119 |
|
|
2021
Q4 | $295K | Buy |
4,457
+291
| +7% | +$19.3K | 0.02% | 114 |
|
|
2021
Q3 | $242K | Sell |
4,166
-53
| -1% | -$3.08K | 0.02% | 122 |
|
|
2021
Q2 | $263K | Buy |
4,219
+62
| +1% | +$3.87K | 0.02% | 119 |
|
|
2021
Q1 | $243K | Buy |
4,157
+94
| +2% | +$5.5K | 0.02% | 108 |
|
|
2020
Q4 | $238K | Sell |
4,063
-39
| -1% | -$2.29K | 0.02% | 97 |
|
|
2020
Q3 | $236K | Buy |
4,102
+156
| +4% | +$8.98K | 0.02% | 83 |
|
|
2020
Q2 | $202K | Sell |
3,946
-196
| -5% | -$10K | 0.03% | 86 |
|
|
2020
Q1 | $207K | Sell |
4,142
-153
| -4% | -$7.65K | 0.04% | 73 |
|
|
2019
Q4 | $237K | Sell |
4,295
-188
| -4% | -$10.4K | 0.06% | 62 |
|
|
2019
Q3 | $248K | Buy |
4,483
+22
| +0.5% | +$1.22K | 0.07% | 61 |
|
|
2019
Q2 | $240K | Buy |
+4,461
| New | +$240K | 0.07% | 62 |
|
|
2018
Q4 | – | Sell |
-4,923
| Closed | -$211K | – | 81 |
|
|
2018
Q3 | $211K | Sell |
4,923
-272
| -5% | -$11.7K | 0.05% | 71 |
|
|
2018
Q2 | $213K | Sell |
5,195
-196
| -4% | -$8.04K | 0.06% | 68 |
|
|
2018
Q1 | $225K | Buy |
5,391
+700
| +15% | +$29.2K | 0.06% | 63 |
|
|
2017
Q4 | $201K | Buy |
+4,691
| New | +$201K | 0.05% | 71 |
|
|
2017
Q3 | – | Sell |
-6,253
| Closed | -$270K | – | 70 |
|
|
2017
Q2 | $270K | Buy |
6,253
+9
| +0.1% | +$389 | 0.07% | 54 |
|
|
2017
Q1 | $269K | Sell |
6,244
-618
| -9% | -$26.6K | 0.07% | 65 |
|
|
2016
Q4 | $304K | Sell |
6,862
-59
| -0.9% | -$2.61K | 0.08% | 48 |
|
|
2016
Q3 | $304K | Sell |
6,921
-527
| -7% | -$23.1K | 0.09% | 47 |
|
|
2016
Q2 | $339K | Buy |
7,448
+124
| +2% | +$5.64K | 0.1% | 44 |
|
|
2016
Q1 | $294K | Sell |
7,324
-870
| -11% | -$34.9K | 0.11% | 48 |
|
|
2015
Q4 | $367K | Sell |
8,194
-147
| -2% | -$6.58K | 0.16% | 46 |
|
|
2015
Q3 | $349K | Sell |
8,341
-12,751
| -60% | -$534K | 0.17% | 45 |
|
|
2015
Q2 | $868K | Sell |
21,092
-650
| -3% | -$26.7K | 0.21% | 35 |
|
|
2015
Q1 | $785K | Buy |
21,742
+11,515
| +113% | +$416K | 0.25% | 44 |
|
|
2014
Q4 | $371K | Buy |
10,227
+614
| +6% | +$22.3K | 0.18% | 59 |
|
|
2014
Q3 | $329K | Buy |
+9,613
| New | +$329K | 0.09% | 88 |
|