Sequoia 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 | $2.56M | Buy |
38,024
+6,267
| +20% | +$423K | 0.02% | 407 |
|
|
2025
Q1 | $2.15M | Sell |
31,757
-57
| -0.2% | -$3.87K | 0.02% | 414 |
|
|
2024
Q4 | $1.9M | Buy |
31,814
+341
| +1% | +$20.4K | 0.02% | 413 |
|
|
2024
Q3 | $2.32M | Buy |
31,473
+6,677
| +27% | +$492K | 0.02% | 349 |
|
|
2024
Q2 | $1.62M | Buy |
24,796
+2,335
| +10% | +$153K | 0.02% | 371 |
|
|
2024
Q1 | $1.57M | Sell |
22,461
-5,115
| -19% | -$358K | 0.02% | 373 |
|
|
2023
Q4 | $2M | Buy |
27,576
+10,848
| +65% | +$786K | 0.02% | 352 |
|
|
2023
Q3 | $1.16M | Sell |
16,728
-231
| -1% | -$16K | 0.02% | 306 |
|
|
2023
Q2 | $1.24M | Buy |
16,959
+673
| +4% | +$49.1K | 0.02% | 311 |
|
|
2023
Q1 | $1.14M | Buy |
16,286
+1,176
| +8% | +$82K | 0.03% | 288 |
|
|
2022
Q4 | $1.01M | Buy |
15,110
+6,520
| +76% | +$435K | 0.02% | 289 |
|
|
2022
Q3 | $471K | Sell |
8,590
-2,053
| -19% | -$113K | 0.01% | 300 |
|
|
2022
Q2 | $661K | Buy |
10,643
+2,351
| +28% | +$146K | 0.02% | 281 |
|
|
2022
Q1 | $521K | Sell |
8,292
-1,313
| -14% | -$82.5K | 0.01% | 351 |
|
|
2021
Q4 | $637K | Buy |
+9,605
| New | +$637K | 0.02% | 289 |
|
|
2021
Q3 | – | Sell |
-8,266
| Closed | -$516K | – | 371 |
|
|
2021
Q2 | $516K | Buy |
8,266
+2,897
| +54% | +$181K | 0.02% | 277 |
|
|
2021
Q1 | $314K | Buy |
5,369
+1,127
| +27% | +$65.9K | 0.01% | 328 |
|
|
2020
Q4 | $248K | Buy |
4,242
+59
| +1% | +$3.45K | 0.01% | 354 |
|
|
2020
Q3 | $240K | Buy |
+4,183
| New | +$240K | 0.01% | 338 |
|
|
2020
Q2 | – | Sell |
-6,526
| Closed | -$327K | – | 388 |
|
|
2020
Q1 | $327K | Buy |
6,526
+1,859
| +40% | +$93.1K | 0.02% | 255 |
|
|
2019
Q4 | $257K | Buy |
4,667
+76
| +2% | +$4.19K | 0.02% | 321 |
|
|
2019
Q3 | $254K | Buy |
4,591
+31
| +0.7% | +$1.72K | 0.02% | 303 |
|
|
2019
Q2 | $246K | Buy |
4,560
+187
| +4% | +$10.1K | 0.02% | 312 |
|
|
2019
Q1 | $218K | Buy |
+4,373
| New | +$218K | 0.02% | 333 |
|