IFP 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 | $486K | Sell |
5,135
-1,331
| -21% | -$126K | 0.01% | 845 |
|
|
2025
Q1 | $439K | Buy |
6,466
+23
| +0.4% | +$1.56K | 0.01% | 819 |
|
|
2024
Q4 | $385K | Buy |
6,443
+972
| +18% | +$58.1K | 0.01% | 837 |
|
|
2024
Q3 | $403K | Buy |
5,471
+1,661
| +44% | +$122K | 0.01% | 776 |
|
|
2024
Q2 | $249K | Buy |
3,810
+299
| +9% | +$19.6K | 0.01% | 929 |
|
|
2024
Q1 | $246K | Buy |
3,511
+144
| +4% | +$10.1K | 0.01% | 899 |
|
|
2023
Q4 | $244K | Sell |
3,367
-3,601
| -52% | -$261K | 0.01% | 861 |
|
|
2023
Q3 | $484K | Sell |
6,968
-6,852
| -50% | -$476K | 0.02% | 601 |
|
|
2023
Q2 | $1.01M | Sell |
13,820
-9,136
| -40% | -$666K | 0.04% | 425 |
|
|
2023
Q1 | $827K | Sell |
22,956
-7,645
| -25% | -$275K | 0.04% | 446 |
|
|
2022
Q4 | $1.15M | Sell |
30,601
-5,954
| -16% | -$223K | 0.03% | 572 |
|
|
2022
Q3 | $1.35M | Buy |
36,555
+2,593
| +8% | +$96K | 0.04% | 534 |
|
|
2022
Q2 | $1.25M | Hold |
33,962
| – | – | 0.04% | 505 |
|
|
2022
Q1 | $1.25M | Buy |
33,962
+10,784
| +47% | +$398K | 0.04% | 505 |
|
|
2021
Q4 | $1.54M | Sell |
23,178
-254
| -1% | -$16.9K | 0.03% | 311 |
|
|
2021
Q3 | $1.37M | Buy |
23,432
+682
| +3% | +$40K | 0.03% | 317 |
|
|
2021
Q2 | $1.42M | Buy |
22,750
+515
| +2% | +$32.2K | 0.03% | 313 |
|
|
2021
Q1 | $1.31M | Buy |
22,235
+1,952
| +10% | +$115K | 0.03% | 312 |
|
|
2020
Q4 | $1.19M | Buy |
20,283
+1,511
| +8% | +$88.3K | 0.05% | 305 |
|
|
2020
Q3 | $1.08M | Buy |
18,772
+462
| +3% | +$26.7K | 0.06% | 276 |
|
|
2020
Q2 | $925K | Sell |
18,310
-5,715
| -24% | -$289K | 0.07% | 284 |
|
|
2020
Q1 | $1.17M | Buy |
24,025
+2,855
| +13% | +$140K | 0.12% | 191 |
|
|
2019
Q4 | $1.17M | Buy |
21,170
+11,494
| +119% | +$635K | 0.09% | 244 |
|
|
2019
Q3 | $535K | Buy |
+9,676
| New | +$535K | 0.04% | 473 |
|
|
2019
Q1 | $160K | Sell |
3,236
-13,378
| -81% | -$661K | 0.02% | 531 |
|
|
2018
Q4 | $663K | Sell |
16,614
-11,614
| -41% | -$463K | 0.04% | 458 |
|
|
2018
Q3 | $1.21M | Sell |
28,228
-1,779
| -6% | -$76.4K | 0.05% | 377 |
|
|
2018
Q2 | $1.23M | Sell |
30,007
-1,114
| -4% | -$45.7K | 0.05% | 362 |
|
|
2018
Q1 | $1.33M | Hold |
31,121
| – | – | 0.06% | 315 |
|
|
2017
Q4 | $1.33M | Sell |
31,121
-28,031
| -47% | -$1.2M | 0.06% | 315 |
|
|
2017
Q3 | $2.41M | Sell |
59,152
-5,606
| -9% | -$228K | 0.1% | 232 |
|
|
2017
Q2 | $2.8M | Sell |
64,758
-1,392
| -2% | -$60.1K | 0.12% | 195 |
|
|
2017
Q1 | $2.85M | Buy |
66,150
+299
| +0.5% | +$12.9K | 0.12% | 182 |
|
|
2016
Q4 | $2.92M | Buy |
65,851
+6,890
| +12% | +$305K | 0.14% | 161 |
|
|
2016
Q3 | $2.59M | Buy |
58,961
+272
| +0.5% | +$11.9K | 0.13% | 164 |
|
|
2016
Q2 | $2.67M | Buy |
58,689
+55,453
| +1,714% | +$2.52M | 0.15% | 143 |
|
|
2016
Q1 | $160K | Sell |
3,236
-47,326
| -94% | -$2.34M | 0.02% | 531 |
|
|
2015
Q4 | $2.27M | Buy |
+50,562
| New | +$2.27M | 0.15% | 149 |
|