HCR 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 | $264K | Sell |
3,911
-11
| -0.3% | -$742 | 0.03% | 198 |
|
|
2025
Q1 | $266K | Buy |
3,922
+3
| +0.1% | +$204 | 0.03% | 194 |
|
|
2024
Q4 | $234K | Buy |
3,919
+129
| +3% | +$7.71K | 0.03% | 207 |
|
|
2024
Q3 | $279K | Buy |
3,790
+2
| +0.1% | +$147 | 0.04% | 187 |
|
|
2024
Q2 | $248K | Buy |
3,788
+71
| +2% | +$4.65K | 0.04% | 193 |
|
|
2024
Q1 | $260K | Sell |
3,717
-85
| -2% | -$5.95K | 0.04% | 185 |
|
|
2023
Q4 | $275K | Buy |
3,802
+470
| +14% | +$34K | 0.04% | 162 |
|
|
2023
Q3 | $231K | Sell |
3,332
-277
| -8% | -$19.2K | 0.05% | 147 |
|
|
2023
Q2 | $263K | Buy |
3,609
+1
| +0% | +$73 | 0.05% | 146 |
|
|
2023
Q1 | $253K | Buy |
3,608
+29
| +0.8% | +$2.03K | 0.05% | 149 |
|
|
2022
Q4 | $240K | Buy |
+3,579
| New | +$240K | 0.05% | 152 |
|
|
2022
Q3 | – | Sell |
-3,394
| Closed | -$212K | – | 174 |
|
|
2022
Q2 | $212K | Hold |
3,394
| – | – | 0.04% | 164 |
|
|
2022
Q1 | $213K | Sell |
3,394
-194
| -5% | -$12.2K | 0.03% | 178 |
|
|
2021
Q4 | $238K | Buy |
+3,588
| New | +$238K | 0.04% | 178 |
|
|
2021
Q3 | – | Sell |
-3,394
| Closed | -$212K | – | 201 |
|
|
2021
Q2 | $212K | Buy |
+3,394
| New | +$212K | 0.04% | 181 |
|
|
2021
Q1 | – | Sell |
-3,703
| Closed | -$217K | – | 235 |
|
|
2020
Q4 | $217K | Buy |
3,703
+43
| +1% | +$2.52K | 0.05% | 169 |
|
|
2020
Q3 | $210K | Buy |
+3,660
| New | +$210K | 0.05% | 155 |
|
|
2020
Q1 | – | Sell |
-3,660
| Closed | -$202K | – | 249 |
|
|
2019
Q4 | $202K | Buy |
+3,660
| New | +$202K | 0.05% | 148 |
|