Heritage 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 | $2.08M | Sell |
30,772
-472
| -2% | -$31.8K | 0.1% | 57 |
|
|
2025
Q1 | $2.12M | Sell |
31,244
-2,093
| -6% | -$142K | 0.11% | 55 |
|
|
2024
Q4 | $1.99M | Sell |
33,337
-119
| -0.4% | -$7.11K | 0.1% | 60 |
|
|
2024
Q3 | $2.46M | Sell |
33,456
-59
| -0.2% | -$4.35K | 0.12% | 54 |
|
|
2024
Q2 | $2.19M | Sell |
33,515
-1,600
| -5% | -$105K | 0.1% | 56 |
|
|
2024
Q1 | $2.46M | Sell |
35,115
-200
| -0.6% | -$14K | 0.11% | 55 |
|
|
2023
Q4 | $2.56M | Buy |
35,315
+321
| +0.9% | +$23.3K | 0.13% | 52 |
|
|
2023
Q3 | $2.43M | Hold |
34,994
| – | – | 0.13% | 50 |
|
|
2023
Q2 | $2.55M | Buy |
34,994
+2,427
| +7% | +$177K | 0.14% | 48 |
|
|
2023
Q1 | $2.27M | Sell |
32,567
-2,267
| -7% | -$158K | 0.13% | 49 |
|
|
2022
Q4 | $2.32M | Buy |
34,834
+23
| +0.1% | +$1.53K | 0.13% | 52 |
|
|
2022
Q3 | $1.91M | Hold |
34,811
| – | – | 0.14% | 50 |
|
|
2022
Q2 | $2.16M | Sell |
34,811
-304
| -0.9% | -$18.9K | 0.15% | 47 |
|
|
2022
Q1 | $2.21M | Sell |
35,115
-783
| -2% | -$49.2K | 0.12% | 53 |
|
|
2021
Q4 | $2.38M | Hold |
35,898
| – | – | 0.13% | 57 |
|
|
2021
Q3 | $2.09M | Buy |
35,898
+622
| +2% | +$36.2K | 0.13% | 56 |
|
|
2021
Q2 | $2.2M | Buy |
35,276
+2,101
| +6% | +$131K | 0.14% | 55 |
|
|
2021
Q1 | $1.94M | Sell |
33,175
-2,027
| -6% | -$119K | 0.12% | 58 |
|
|
2020
Q4 | $2.06M | Buy |
35,202
+2,288
| +7% | +$134K | 0.13% | 58 |
|
|
2020
Q3 | $1.89M | Buy |
32,914
+419
| +1% | +$24.1K | 0.24% | 43 |
|
|
2020
Q2 | $1.66M | Sell |
32,495
-240
| -0.7% | -$12.3K | 0.23% | 41 |
|
|
2020
Q1 | $1.64M | Buy |
32,735
+730
| +2% | +$36.6K | 0.29% | 41 |
|
|
2019
Q4 | $1.76M | Buy |
32,005
+609
| +2% | +$33.5K | 0.23% | 39 |
|
|
2019
Q3 | $1.74M | Sell |
31,396
-1,079
| -3% | -$59.7K | 0.26% | 38 |
|
|
2019
Q2 | $1.75M | Hold |
32,475
| – | – | 0.27% | 39 |
|
|
2019
Q1 | $1.62M | Sell |
32,475
-100
| -0.3% | -$4.99K | 0.27% | 38 |
|
|
2018
Q4 | $1.3M | Hold |
32,575
| – | – | 0.25% | 48 |
|
|
2018
Q3 | $1.4M | Sell |
32,575
-1,200
| -4% | -$51.5K | 0.27% | 43 |
|
|
2018
Q2 | $1.39M | Sell |
33,775
-292
| -0.9% | -$12K | 0.52% | 41 |
|
|
2018
Q1 | $1.42M | Buy |
34,067
+1
| +0% | +$42 | 0.59% | 36 |
|
|
2017
Q4 | $1.46M | Buy |
34,066
+2
| +0% | +$86 | 0.62% | 35 |
|
|
2017
Q3 | $1.39M | Buy |
34,064
+138
| +0.4% | +$5.61K | 0.7% | 33 |
|
|
2017
Q2 | $1.46M | Buy |
33,926
+2,428
| +8% | +$105K | 0.76% | 31 |
|
|
2017
Q1 | $1.36M | Buy |
31,498
+2
| +0% | +$86 | 0.73% | 31 |
|
|
2016
Q4 | $1.4M | Buy |
31,496
+1
| +0% | +$44 | 0.91% | 18 |
|
|
2016
Q3 | $1.38M | Buy |
31,495
+602
| +2% | +$26.4K | 0.96% | 17 |
|
|
2016
Q2 | $1.41M | Buy |
30,893
+1,600
| +5% | +$72.9K | 0.95% | 17 |
|
|
2016
Q1 | $1.18M | Hold |
29,293
| – | – | 0.92% | 16 |
|
|
2015
Q4 | $1.31M | Sell |
29,293
-228
| -0.8% | -$10.2K | 1.11% | 13 |
|
|
2015
Q3 | $1.24M | Buy |
29,521
+194
| +0.7% | +$8.12K | 1.06% | 14 |
|
|
2015
Q2 | $1.21M | Hold |
29,327
| – | – | 1% | 18 |
|
|
2015
Q1 | $1.06M | Hold |
29,327
| – | – | 0.87% | 18 |
|
|
2014
Q4 | $1.07M | Buy |
29,327
+1,893
| +7% | +$68.7K | 0.95% | 15 |
|
|
2014
Q3 | $939K | Buy |
27,434
+283
| +1% | +$9.69K | 0.98% | 19 |
|
|
2014
Q2 | $1.02M | Hold |
27,151
| – | – | 1.09% | 15 |
|
|
2014
Q1 | $937K | Buy |
27,151
+7,369
| +37% | +$254K | 1.08% | 16 |
|
|
2013
Q4 | $697K | Buy |
+19,782
| New | +$697K | 0.88% | 22 |
|