JNBA Financial 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 | $48.2K | Hold |
715
| – | – | ﹤0.01% | 298 |
|
2025
Q1 | $48.5K | Hold |
715
| – | – | 0.01% | 285 |
|
2024
Q4 | $42.7K | Hold |
715
| – | – | ﹤0.01% | 302 |
|
2024
Q3 | $52.7K | Hold |
715
| – | – | 0.01% | 280 |
|
2024
Q2 | $46.8K | Hold |
715
| – | – | ﹤0.01% | 291 |
|
2024
Q1 | $50.1K | Hold |
715
| – | – | 0.01% | 288 |
|
2023
Q4 | $51.8K | Sell |
715
-64
| -8% | -$4.64K | 0.01% | 275 |
|
2023
Q3 | $54.1K | Buy |
779
+33
| +4% | +$2.29K | 0.01% | 270 |
|
2023
Q2 | $54.4K | Sell |
746
-80
| -10% | -$5.84K | 0.01% | 272 |
|
2023
Q1 | $57.6K | Buy |
826
+111
| +16% | +$7.74K | 0.01% | 272 |
|
2022
Q4 | $47.7K | Hold |
715
| – | – | 0.01% | 281 |
|
2022
Q3 | $39K | Buy |
715
+92
| +15% | +$5.02K | 0.01% | 298 |
|
2022
Q2 | $39K | Hold |
623
| – | – | 0.01% | 305 |
|
2022
Q1 | $39K | Sell |
623
-108
| -15% | -$6.76K | 0.01% | 316 |
|
2021
Q4 | $48K | Buy |
731
+344
| +89% | +$22.6K | 0.01% | 309 |
|
2021
Q3 | $22K | Hold |
387
| – | – | ﹤0.01% | 402 |
|
2021
Q2 | $24K | Hold |
387
| – | – | ﹤0.01% | 377 |
|
2021
Q1 | $23K | Hold |
387
| – | – | ﹤0.01% | 373 |
|
2020
Q4 | $23K | Buy |
387
+69
| +22% | +$4.1K | ﹤0.01% | 351 |
|
2020
Q3 | $18K | Hold |
318
| – | – | ﹤0.01% | 357 |
|
2020
Q2 | $16K | Hold |
318
| – | – | ﹤0.01% | 360 |
|
2020
Q1 | $16K | Hold |
318
| – | – | ﹤0.01% | 334 |
|
2019
Q4 | $17K | Hold |
318
| – | – | ﹤0.01% | 366 |
|
2019
Q3 | $18K | Sell |
318
-210
| -40% | -$11.9K | ﹤0.01% | 343 |
|
2019
Q2 | $28K | Buy |
528
+210
| +66% | +$11.1K | 0.01% | 300 |
|
2019
Q1 | $16K | Buy |
318
+60
| +23% | +$3.02K | ﹤0.01% | 350 |
|
2018
Q4 | $10K | Sell |
258
-81,957
| -100% | -$3.18M | ﹤0.01% | 382 |
|
2018
Q3 | $3.53M | Buy |
82,215
+81,957
| +31,766% | +$3.52M | 1.58% | 29 |
|
2018
Q2 | $11K | Sell |
258
-300
| -54% | -$12.8K | ﹤0.01% | 388 |
|
2018
Q1 | $23K | Hold |
558
| – | – | ﹤0.01% | 294 |
|
2017
Q4 | $24K | Hold |
558
| – | – | 0.01% | 294 |
|
2017
Q3 | $23K | Hold |
558
| – | – | 0.01% | 287 |
|
2017
Q2 | $24K | Hold |
558
| – | – | 0.01% | 273 |
|
2017
Q1 | $24K | Buy |
558
+200
| +56% | +$8.6K | 0.01% | 274 |
|
2016
Q4 | $16K | Sell |
358
-15,192
| -98% | -$679K | ﹤0.01% | 320 |
|
2016
Q3 | $683K | Buy |
15,550
+15,192
| +4,244% | +$667K | 0.1% | 72 |
|
2016
Q2 | $16K | Hold |
358
| – | – | ﹤0.01% | 307 |
|
2016
Q1 | $14K | Hold |
358
| – | – | 0.01% | 316 |
|
2015
Q4 | $16K | Hold |
358
| – | – | 0.01% | 304 |
|
2015
Q3 | $15K | Hold |
358
| – | – | 0.01% | 311 |
|
2015
Q2 | $15K | Hold |
358
| – | – | 0.01% | 315 |
|
2015
Q1 | $13K | Hold |
358
| – | – | 0.01% | 340 |
|
2014
Q4 | $13K | Sell |
358
-125
| -26% | -$4.54K | 0.01% | 335 |
|
2014
Q3 | $17K | Hold |
483
| – | – | 0.01% | 306 |
|
2014
Q2 | $18K | Hold |
483
| – | – | 0.01% | 283 |
|
2014
Q1 | $17K | Hold |
483
| – | – | 0.01% | 270 |
|
2013
Q4 | $17K | Buy |
483
+375
| +347% | +$13.2K | 0.01% | 268 |
|
2013
Q3 | $3K | Sell |
108
-350
| -76% | -$9.72K | ﹤0.01% | 375 |
|
2013
Q2 | $13K | Buy |
+458
| New | +$13K | 0.01% | 240 |
|