JFS 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 | $150K | Sell |
2,231
-285
| -11% | -$19.2K | 0.01% | 324 |
|
|
2025
Q1 | $171K | Buy |
2,516
+295
| +13% | +$20K | 0.01% | 319 |
|
|
2024
Q4 | $133K | Sell |
2,221
-667
| -23% | -$39.8K | 0.01% | 331 |
|
|
2024
Q3 | $213K | Buy |
2,888
+2
| +0.1% | +$147 | 0.01% | 283 |
|
|
2024
Q2 | $189K | Sell |
2,886
-215
| -7% | -$14.1K | 0.01% | 247 |
|
|
2024
Q1 | $217K | Sell |
3,101
-214
| -6% | -$15K | 0.02% | 236 |
|
|
2023
Q4 | $240K | Buy |
3,315
+415
| +14% | +$30.1K | 0.02% | 213 |
|
|
2023
Q3 | $201K | Buy |
2,900
+537
| +23% | +$37.3K | 0.02% | 222 |
|
|
2023
Q2 | $172K | Hold |
2,363
| – | – | 0.02% | 233 |
|
|
2023
Q1 | $165K | Sell |
2,363
-9
| -0.4% | -$627 | 0.02% | 235 |
|
|
2022
Q4 | $158K | Sell |
2,372
-70
| -3% | -$4.67K | 0.02% | 234 |
|
|
2022
Q3 | $134K | Sell |
2,442
-316
| -11% | -$17.3K | 0.01% | 256 |
|
|
2022
Q2 | $171K | Buy |
2,758
+27
| +1% | +$1.67K | 0.02% | 232 |
|
|
2022
Q1 | $171K | Sell |
2,731
-112
| -4% | -$7.01K | 0.02% | 241 |
|
|
2021
Q4 | $189K | Sell |
2,843
-1,159
| -29% | -$77K | 0.02% | 230 |
|
|
2021
Q3 | $233K | Buy |
4,002
+2,998
| +299% | +$175K | 0.02% | 207 |
|
|
2021
Q2 | $63K | Buy |
1,004
+143
| +17% | +$8.97K | 0.01% | 253 |
|
|
2021
Q1 | $50K | Hold |
861
| – | – | 0.01% | 253 |
|
|
2020
Q4 | $50K | Hold |
861
| – | – | 0.01% | 247 |
|
|
2020
Q3 | $49K | Hold |
861
| – | – | 0.01% | 241 |
|
|
2020
Q2 | $44K | Sell |
861
-519
| -38% | -$26.5K | 0.01% | 240 |
|
|
2020
Q1 | $69K | Hold |
1,380
| – | – | 0.02% | 200 |
|
|
2019
Q4 | $76K | Hold |
1,380
| – | – | 0.02% | 214 |
|
|
2019
Q3 | $76K | Sell |
1,380
-69
| -5% | -$3.8K | 0.02% | 210 |
|
|
2019
Q2 | $78K | Hold |
1,449
| – | – | 0.02% | 206 |
|
|
2019
Q1 | $72K | Hold |
1,449
| – | – | 0.02% | 205 |
|
|
2018
Q4 | $58K | Sell |
1,449
-604
| -29% | -$24.2K | 0.02% | 215 |
|
|
2018
Q3 | $88K | Buy |
2,053
+250
| +14% | +$10.7K | 0.02% | 205 |
|
|
2018
Q2 | $74K | Hold |
1,803
| – | – | 0.02% | 213 |
|
|
2018
Q1 | $75K | Hold |
1,803
| – | – | 0.02% | 215 |
|
|
2017
Q4 | $77K | Hold |
1,803
| – | – | 0.02% | 217 |
|
|
2017
Q3 | $73K | Buy |
1,803
+519
| +40% | +$21K | 0.02% | 206 |
|
|
2017
Q2 | $55K | Hold |
1,284
| – | – | 0.02% | 215 |
|
|
2017
Q1 | $57K | Hold |
1,284
| – | – | 0.02% | 215 |
|
|
2016
Q4 | $57K | Hold |
1,284
| – | – | 0.02% | 215 |
|
|
2016
Q3 | $56K | Hold |
1,284
| – | – | 0.02% | 228 |
|
|
2016
Q2 | $58K | Sell |
1,284
-72
| -5% | -$3.25K | 0.02% | 242 |
|
|
2016
Q1 | $54K | Buy |
1,356
+872
| +180% | +$34.7K | 0.02% | 229 |
|
|
2015
Q4 | $22K | Hold |
484
| – | – | 0.01% | 318 |
|
|
2015
Q3 | $20K | Sell |
484
-263
| -35% | -$10.9K | 0.01% | 273 |
|
|
2015
Q2 | $31K | Sell |
747
-2
| -0.3% | -$83 | 0.02% | 222 |
|
|
2015
Q1 | $27K | Sell |
749
-210
| -22% | -$7.57K | 0.01% | 244 |
|
|
2014
Q4 | $35K | Buy |
959
+261
| +37% | +$9.53K | 0.01% | 224 |
|
|
2014
Q3 | $24K | Sell |
698
-2
| -0.3% | -$69 | ﹤0.01% | 244 |
|
|
2014
Q2 | $26K | Buy |
+700
| New | +$26K | ﹤0.01% | 239 |
|