TCI 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 | – | Sell |
-3,661
| Closed | -$248K | – | 257 |
|
|
2025
Q1 | $248K | Sell |
3,661
-285
| -7% | -$19.3K | 0.02% | 188 |
|
|
2024
Q4 | $236K | Sell |
3,946
-482
| -11% | -$28.8K | 0.02% | 203 |
|
|
2024
Q3 | $326K | Sell |
4,428
-385
| -8% | -$28.4K | 0.03% | 168 |
|
|
2024
Q2 | $315K | Buy |
4,813
+491
| +11% | +$32.1K | 0.03% | 168 |
|
|
2024
Q1 | $303K | Buy |
4,322
+83
| +2% | +$5.81K | 0.03% | 169 |
|
|
2023
Q4 | $307K | Buy |
4,239
+774
| +22% | +$56.1K | 0.03% | 158 |
|
|
2023
Q3 | $240K | Buy |
3,465
+59
| +2% | +$4.1K | 0.03% | 173 |
|
|
2023
Q2 | $248K | Sell |
3,406
-9
| -0.3% | -$657 | 0.03% | 165 |
|
|
2023
Q1 | $238K | Hold |
3,415
| – | – | 0.03% | 165 |
|
|
2022
Q4 | $228K | Sell |
3,415
-559
| -14% | -$37.3K | 0.03% | 165 |
|
|
2022
Q3 | $218K | Buy |
3,974
+29
| +0.7% | +$1.59K | 0.04% | 147 |
|
|
2022
Q2 | $245K | Buy |
3,945
+44
| +1% | +$2.73K | 0.04% | 147 |
|
|
2022
Q1 | $245K | Buy |
3,901
+4
| +0.1% | +$251 | 0.04% | 151 |
|
|
2021
Q4 | $258K | Buy |
3,897
+333
| +9% | +$22K | 0.04% | 153 |
|
|
2021
Q3 | $207K | Sell |
3,564
-53
| -1% | -$3.08K | 0.03% | 168 |
|
|
2021
Q2 | $226K | Buy |
3,617
+45
| +1% | +$2.81K | 0.04% | 158 |
|
|
2021
Q1 | $209K | Buy |
3,572
+160
| +5% | +$9.36K | 0.09% | 143 |
|
|
2020
Q4 | $200K | Sell |
3,412
-3,117
| -48% | -$183K | 0.09% | 140 |
|
|
2020
Q3 | $375K | Buy |
6,529
+2
| +0% | +$115 | 0.15% | 97 |
|
|
2020
Q2 | $334K | Sell |
6,527
-281
| -4% | -$14.4K | 0.14% | 97 |
|
|
2020
Q1 | $341K | Buy |
6,808
+733
| +12% | +$36.7K | 0.17% | 91 |
|
|
2019
Q4 | $335K | Buy |
6,075
+72
| +1% | +$3.97K | 0.13% | 119 |
|
|
2019
Q3 | $332K | Buy |
6,003
+9
| +0.2% | +$498 | 0.15% | 108 |
|
|
2019
Q2 | $323K | Sell |
5,994
-108
| -2% | -$5.82K | 0.15% | 105 |
|
|
2019
Q1 | $305K | Sell |
6,102
-390
| -6% | -$19.5K | 0.13% | 109 |
|
|
2018
Q4 | $260K | Sell |
6,492
-162
| -2% | -$6.49K | 0.13% | 114 |
|
|
2018
Q3 | $286K | Sell |
6,654
-318
| -5% | -$13.7K | 0.12% | 121 |
|
|
2018
Q2 | $286K | Buy |
6,972
+117
| +2% | +$4.8K | 0.13% | 116 |
|
|
2018
Q1 | $286K | Sell |
6,855
-911
| -12% | -$38K | 0.13% | 112 |
|
|
2017
Q4 | $332K | Buy |
7,766
+869
| +13% | +$37.2K | 0.15% | 112 |
|
|
2017
Q3 | $280K | Hold |
6,897
| – | – | 0.14% | 111 |
|
|
2017
Q2 | $298K | Sell |
6,897
-229
| -3% | -$9.89K | 0.15% | 103 |
|
|
2017
Q1 | $307K | Hold |
7,126
| – | – | 0.16% | 97 |
|
|
2016
Q4 | $316K | Buy |
7,126
+389
| +6% | +$17.3K | 0.17% | 99 |
|
|
2016
Q3 | $296K | Hold |
6,737
| – | – | 0.16% | 96 |
|
|
2016
Q2 | $307K | Sell |
6,737
-735
| -10% | -$33.5K | 0.17% | 95 |
|
|
2016
Q1 | $300K | Sell |
7,472
-178
| -2% | -$7.15K | 0.17% | 98 |
|
|
2015
Q4 | $343K | Buy |
7,650
+144
| +2% | +$6.46K | 0.19% | 91 |
|
|
2015
Q3 | $314K | Buy |
7,506
+42
| +0.6% | +$1.76K | 0.19% | 91 |
|
|
2015
Q2 | $307K | Buy |
7,464
+735
| +11% | +$30.2K | 0.18% | 95 |
|
|
2015
Q1 | $243K | Sell |
6,729
-1,538
| -19% | -$55.5K | 0.15% | 101 |
|
|
2014
Q4 | $300K | Sell |
8,267
-55
| -0.7% | -$2K | 0.19% | 94 |
|
|
2014
Q3 | $285K | Buy |
8,322
+8
| +0.1% | +$274 | 0.18% | 95 |
|
|
2014
Q2 | $313K | Buy |
8,314
+7
| +0.1% | +$264 | 0.19% | 92 |
|
|
2014
Q1 | $287K | Sell |
8,307
-1,796
| -18% | -$62.1K | 0.19% | 95 |
|
|
2013
Q4 | $357K | Sell |
10,103
-710
| -7% | -$25.1K | 0.22% | 80 |
|
|
2013
Q3 | $340K | Buy |
10,813
+12
| +0.1% | +$377 | 0.26% | 71 |
|
|
2013
Q2 | $308K | Buy |
+10,801
| New | +$308K | 0.23% | 74 |
|