Taylor Hoffman Wealth Management’s Mondelez International MDLZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
$962K Buy
14,739
+150
+1% +$9.79K 0.39% 55
2024
Q1
$1.02M Hold
14,589
0.43% 54
2023
Q4
$1.06M Hold
14,589
0.48% 51
2023
Q3
$1.01M Hold
14,589
0.52% 48
2023
Q2
$1.06M Sell
14,589
-639
-4% -$46.6K 0.53% 46
2023
Q1
$1.06M Buy
15,228
+518
+4% +$36.1K 0.58% 47
2022
Q4
$980K Sell
14,710
-5,948
-29% -$396K 0.6% 49
2022
Q3
$1.13M Hold
20,658
0.59% 56
2022
Q2
$1.31M Hold
20,658
0.64% 52
2022
Q1
$1.3M Hold
20,658
0.52% 60
2021
Q4
$1.37M Hold
20,658
0.52% 60
2021
Q3
$1.2M Hold
20,658
0.52% 63
2021
Q2
$1.29M Sell
20,658
-503
-2% -$31.4K 0.56% 58
2021
Q1
$1.24M Sell
21,161
-410
-2% -$24K 0.57% 61
2020
Q4
$1.26M Sell
21,571
-621
-3% -$36.3K 0.64% 56
2020
Q3
$1.28M Sell
22,192
-269
-1% -$15.5K 0.75% 48
2020
Q2
$1.15M Buy
22,461
+1,945
+9% +$99.4K 0.72% 56
2020
Q1
$1.03M Sell
20,516
-1,245
-6% -$62.3K 0.99% 45
2019
Q4
$1.2M Hold
21,761
0.77% 44
2019
Q3
$1.2M Buy
21,761
+77
+0.4% +$4.26K 0.86% 40
2019
Q2
$1.17M Sell
21,684
-1,535
-7% -$82.8K 0.94% 33
2019
Q1
$1.16M Sell
23,219
-310
-1% -$15.5K 0.86% 35
2018
Q4
$942K Sell
23,529
-1,636
-7% -$65.5K 0.84% 39
2018
Q3
$1.08M Hold
25,165
0.85% 37
2018
Q2
$1.03M Hold
25,165
0.89% 35
2018
Q1
$1.05M Hold
25,165
0.96% 31
2017
Q4
$1.08M Buy
+25,165
New +$1.08M 1.03% 26