Legacy 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 | $436K | Buy |
6,462
+287
| +5% | +$19.4K | 0.07% | 218 |
|
|
2025
Q1 | $419K | Buy |
6,175
+342
| +6% | +$23.2K | 0.07% | 224 |
|
|
2024
Q4 | $348K | Sell |
5,833
-5
| -0.1% | -$299 | 0.06% | 251 |
|
|
2024
Q3 | $430K | Buy |
5,838
+264
| +5% | +$19.5K | 0.07% | 216 |
|
|
2024
Q2 | $365K | Sell |
5,574
-1,042
| -16% | -$68.2K | 0.07% | 222 |
|
|
2024
Q1 | $463K | Buy |
6,616
+144
| +2% | +$10.1K | 0.08% | 184 |
|
|
2023
Q4 | $469K | Buy |
6,472
+26
| +0.4% | +$1.88K | 0.09% | 174 |
|
|
2023
Q3 | $447K | Buy |
6,446
+519
| +9% | +$36K | 0.09% | 154 |
|
|
2023
Q2 | $432K | Sell |
5,927
-173
| -3% | -$12.6K | 0.08% | 156 |
|
|
2023
Q1 | $425K | Buy |
6,100
+107
| +2% | +$7.46K | 0.09% | 145 |
|
|
2022
Q4 | $399K | Buy |
5,993
+1,002
| +20% | +$66.8K | 0.09% | 137 |
|
|
2022
Q3 | $274K | Buy |
4,991
+524
| +12% | +$28.8K | 0.07% | 168 |
|
|
2022
Q2 | $277K | Buy |
4,467
+817
| +22% | +$50.7K | 0.07% | 161 |
|
|
2022
Q1 | $229K | Sell |
3,650
-40
| -1% | -$2.51K | 0.05% | 208 |
|
|
2021
Q4 | $245K | Buy |
+3,690
| New | +$245K | 0.06% | 175 |
|
|
2021
Q3 | – | Sell |
-3,263
| Closed | -$204K | – | 187 |
|
|
2021
Q2 | $204K | Buy |
+3,263
| New | +$204K | 0.05% | 165 |
|
|
2019
Q2 | – | Sell |
-1,963
| Closed | -$98K | – | 590 |
|
|
2019
Q1 | $98K | Sell |
1,963
-166
| -8% | -$8.29K | 0.03% | 168 |
|
|
2018
Q4 | $85K | Buy |
2,129
+120
| +6% | +$4.79K | 0.03% | 156 |
|
|
2018
Q3 | $86K | Hold |
2,009
| – | – | 0.03% | 187 |
|
|
2018
Q2 | $86K | Buy |
2,009
+621
| +45% | +$26.6K | 0.03% | 187 |
|
|
2018
Q1 | $57K | Hold |
1,388
| – | – | 0.02% | 227 |
|
|
2017
Q4 | $59K | Buy |
+1,388
| New | +$59K | 0.02% | 221 |
|