HHM 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 | $63.2K | Sell |
937
-53
| -5% | -$3.57K | 0.01% | 338 |
|
|
2025
Q1 | $67.2K | Hold |
990
| – | – | 0.01% | 313 |
|
|
2024
Q4 | $59.1K | Buy |
990
+201
| +25% | +$12K | 0.01% | 327 |
|
|
2024
Q3 | $58.2K | Sell |
789
-848
| -52% | -$62.5K | 0.01% | 315 |
|
|
2024
Q2 | $107K | Buy |
1,637
+1,237
| +309% | +$81K | 0.02% | 237 |
|
|
2024
Q1 | $28K | Hold |
400
| – | – | ﹤0.01% | 371 |
|
|
2023
Q4 | $29K | Buy |
+400
| New | +$29K | 0.01% | 359 |
|
|
2022
Q3 | – | Sell |
-1,155
| Closed | -$72K | – | 752 |
|
|
2022
Q2 | $72K | Hold |
1,155
| – | – | 0.02% | 231 |
|
|
2022
Q1 | $73K | Sell |
1,155
-9
| -0.8% | -$569 | 0.02% | 251 |
|
|
2021
Q4 | $77K | Buy |
1,164
+400
| +52% | +$26.5K | 0.02% | 252 |
|
|
2021
Q3 | $44K | Hold |
764
| – | – | 0.01% | 313 |
|
|
2021
Q2 | $48K | Sell |
764
-282
| -27% | -$17.7K | 0.01% | 305 |
|
|
2021
Q1 | $61K | Hold |
1,046
| – | – | 0.02% | 252 |
|
|
2020
Q4 | $61K | Hold |
1,046
| – | – | 0.02% | 233 |
|
|
2020
Q3 | $60K | Sell |
1,046
-3
| -0.3% | -$172 | 0.02% | 204 |
|
|
2020
Q2 | $54K | Buy |
+1,049
| New | +$54K | 0.02% | 216 |
|