Mount Yale Investment 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 | $1.11M | Buy |
16,493
+4,683
| +40% | +$316K | 0.09% | 197 |
|
|
2025
Q1 | $801K | Sell |
11,810
-719
| -6% | -$48.8K | 0.07% | 235 |
|
|
2024
Q4 | $748K | Buy |
+12,529
| New | +$748K | 0.06% | 258 |
|
|
2024
Q2 | – | Sell |
-9,180
| Closed | -$643K | – | 556 |
|
|
2024
Q1 | $643K | Buy |
9,180
+71
| +0.8% | +$4.97K | 0.05% | 304 |
|
|
2023
Q4 | $660K | Buy |
9,109
+1,174
| +15% | +$85K | 0.06% | 268 |
|
|
2023
Q3 | $551K | Buy |
7,935
+12
| +0.2% | +$833 | 0.06% | 291 |
|
|
2023
Q2 | $578K | Sell |
7,923
-236
| -3% | -$17.2K | 0.06% | 284 |
|
|
2023
Q1 | $569K | Buy |
8,159
+425
| +5% | +$29.6K | 0.06% | 281 |
|
|
2022
Q4 | $515K | Sell |
7,734
-375
| -5% | -$25K | 0.06% | 274 |
|
|
2022
Q3 | $445K | Sell |
8,109
-5,272
| -39% | -$289K | 0.06% | 281 |
|
|
2022
Q2 | $831K | Buy |
13,381
+375
| +3% | +$23.3K | 0.1% | 192 |
|
|
2022
Q1 | $817K | Buy |
13,006
+2,040
| +19% | +$128K | 0.09% | 228 |
|
|
2021
Q4 | $727K | Buy |
10,966
+1,060
| +11% | +$70.3K | 0.08% | 243 |
|
|
2021
Q3 | $576K | Buy |
+9,906
| New | +$576K | 0.07% | 262 |
|
|
2018
Q4 | – | Sell |
-228
| Closed | -$10K | – | 578 |
|
|
2018
Q3 | $10K | Hold |
228
| – | – | ﹤0.01% | 857 |
|
|
2018
Q2 | $9K | Sell |
228
-1,422
| -86% | -$56.1K | ﹤0.01% | 870 |
|
|
2018
Q1 | $69K | Buy |
+1,650
| New | +$69K | 0.01% | 552 |
|