Meridian 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 | $406K | Hold |
6,015
| – | – | 0.06% | 133 |
|
|
2025
Q1 | $408K | Sell |
6,015
-210
| -3% | -$14.2K | 0.07% | 123 |
|
|
2024
Q4 | $372K | Sell |
6,225
-918
| -13% | -$54.8K | 0.06% | 135 |
|
|
2024
Q3 | $526K | Sell |
7,143
-1,521
| -18% | -$112K | 0.09% | 114 |
|
|
2024
Q2 | $567K | Sell |
8,664
-120
| -1% | -$7.85K | 0.1% | 104 |
|
|
2024
Q1 | $615K | Sell |
8,784
-650
| -7% | -$45.5K | 0.12% | 100 |
|
|
2023
Q4 | $683K | Sell |
9,434
-26
| -0.3% | -$1.88K | 0.15% | 94 |
|
|
2023
Q3 | $657K | Sell |
9,460
-1,415
| -13% | -$98.2K | 0.16% | 92 |
|
|
2023
Q2 | $793K | Buy |
10,875
+7
| +0.1% | +$511 | 0.19% | 87 |
|
|
2023
Q1 | $758K | Sell |
10,868
-557
| -5% | -$38.8K | 0.19% | 93 |
|
|
2022
Q4 | $761K | Sell |
11,425
-1,581
| -12% | -$105K | 0.2% | 91 |
|
|
2022
Q3 | $713K | Buy |
13,006
+68
| +0.5% | +$3.73K | 0.2% | 88 |
|
|
2022
Q2 | $803K | Buy |
12,938
+1,395
| +12% | +$86.6K | 0.21% | 92 |
|
|
2022
Q1 | $725K | Buy |
11,543
+1,033
| +10% | +$64.9K | 0.17% | 104 |
|
|
2021
Q4 | $697K | Sell |
10,510
-369
| -3% | -$24.5K | 0.17% | 106 |
|
|
2021
Q3 | $633K | Buy |
10,879
+71
| +0.7% | +$4.13K | 0.18% | 103 |
|
|
2021
Q2 | $675K | Buy |
10,808
+1,409
| +15% | +$88K | 0.19% | 98 |
|
|
2021
Q1 | $550K | Sell |
9,399
-2,992
| -24% | -$175K | 0.18% | 101 |
|
|
2020
Q4 | $724K | Buy |
12,391
+188
| +2% | +$11K | 0.26% | 81 |
|
|
2020
Q3 | $701K | Sell |
12,203
-4,255
| -26% | -$244K | 0.3% | 72 |
|
|
2020
Q2 | $842K | Buy |
16,458
+6,855
| +71% | +$351K | 0.39% | 57 |
|
|
2020
Q1 | $481K | Buy |
9,603
+397
| +4% | +$19.9K | 0.27% | 76 |
|
|
2019
Q4 | $507K | Buy |
9,206
+652
| +8% | +$35.9K | 0.2% | 93 |
|
|
2019
Q3 | $473K | Buy |
+8,554
| New | +$473K | 0.2% | 91 |
|
|
2019
Q1 | – | Sell |
-1,907
| Closed | -$76K | – | 292 |
|
|
2018
Q4 | $76K | Buy |
+1,907
| New | +$76K | 0.06% | 198 |
|