Jackson Grant Investment Advisers’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
$90K Buy
1,334
+6
+0.5% +$405 0.03% 151
2025
Q1
$90.1K Sell
1,328
-54
-4% -$3.66K 0.03% 147
2024
Q4
$82.5K Buy
1,382
+6
+0.4% +$358 0.03% 151
2024
Q3
$101K Sell
1,376
-1,039
-43% -$76.5K 0.04% 145
2024
Q2
$158K Sell
2,415
-429
-15% -$28.1K 0.06% 115
2024
Q1
$199K Buy
2,844
+8
+0.3% +$560 0.08% 107
2023
Q4
$205K Buy
2,836
+8
+0.3% +$580 0.09% 98
2023
Q3
$196K Buy
2,828
+7
+0.2% +$486 0.09% 95
2023
Q2
$206K Buy
2,821
+145
+5% +$10.6K 0.1% 98
2023
Q1
$187K Buy
2,676
+68
+3% +$4.74K 0.09% 106
2022
Q4
$174K Buy
2,608
+9
+0.3% +$600 0.08% 105
2022
Q3
$143K Buy
2,599
+7
+0.3% +$385 0.07% 114
2022
Q2
$161K Buy
2,592
+7
+0.3% +$435 0.08% 110
2022
Q1
$162K Buy
2,585
+6
+0.2% +$376 0.07% 119
2021
Q4
$171K Buy
2,579
+7
+0.3% +$464 0.09% 97
2021
Q3
$150K Buy
2,572
+6
+0.2% +$350 0.07% 126
2021
Q2
$160K Buy
2,566
+7
+0.3% +$436 0.07% 119
2021
Q1
$150K Buy
2,559
+7
+0.3% +$410 0.07% 122
2020
Q4
$149K Buy
2,552
+6
+0.2% +$350 0.08% 110
2020
Q3
$146K Buy
2,546
+7
+0.3% +$401 0.09% 96
2020
Q2
$130K Buy
2,539
+6
+0.2% +$307 0.08% 98
2020
Q1
$127K Buy
2,533
+7
+0.3% +$351 0.09% 90
2019
Q4
$139K Buy
2,526
+6
+0.2% +$330 0.08% 106
2019
Q3
$139K Buy
2,520
+5
+0.2% +$276 0.08% 105
2019
Q2
$136K Buy
2,515
+6
+0.2% +$324 0.08% 101
2019
Q1
$125K Buy
2,509
+7
+0.3% +$349 0.08% 101
2018
Q4
$100K Buy
2,502
+305
+14% +$12.2K 0.07% 111
2018
Q3
$94K Buy
2,197
+6
+0.3% +$257 0.06% 121
2018
Q2
$90K Buy
2,191
+6
+0.3% +$246 0.06% 122
2018
Q1
$91K Buy
2,185
+6
+0.3% +$250 0.06% 120
2017
Q4
$93K Buy
2,179
+6
+0.3% +$256 0.06% 119
2017
Q3
$88K Buy
2,173
+5
+0.2% +$202 0.06% 119
2017
Q2
$94K Buy
2,168
+5
+0.2% +$217 0.07% 98
2017
Q1
$93K Buy
2,163
+5
+0.2% +$215 0.07% 98
2016
Q4
$96K Buy
2,158
+5
+0.2% +$222 0.08% 93
2016
Q3
$95K Buy
2,153
+4
+0.2% +$176 0.08% 89
2016
Q2
$98K Buy
2,149
+4
+0.2% +$182 0.09% 78
2016
Q1
$86K Sell
2,145
-3,191
-60% -$128K 0.08% 83
2015
Q4
$239K Buy
+5,336
New +$239K 0.23% 51