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 |
|