Transamerica 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 | $1.28M | Buy |
18,996
+374
| +2% | +$25.2K | 0.12% | 129 |
|
|
2025
Q1 | $1.26M | Buy |
18,622
+530
| +3% | +$36K | 0.13% | 134 |
|
|
2024
Q4 | $1.08M | Buy |
18,092
+4,043
| +29% | +$242K | 0.11% | 142 |
|
|
2024
Q3 | $1.04M | Buy |
14,049
+1,154
| +9% | +$85K | 0.1% | 148 |
|
|
2024
Q2 | $844K | Hold |
12,895
| – | – | 0.09% | 148 |
|
|
2024
Q1 | $903K | Sell |
12,895
-1,390
| -10% | -$97.3K | 0.09% | 161 |
|
|
2023
Q4 | $1.04M | Sell |
14,285
-6,138
| -30% | -$445K | 0.14% | 102 |
|
|
2023
Q3 | $1.42M | Sell |
20,423
-1,679
| -8% | -$117K | 0.19% | 91 |
|
|
2023
Q2 | $1.61M | Sell |
22,102
-7,093
| -24% | -$518K | 0.21% | 86 |
|
|
2023
Q1 | $2.04M | Buy |
29,195
+714
| +3% | +$49.8K | 0.27% | 63 |
|
|
2022
Q4 | $1.9M | Buy |
28,481
+1,292
| +5% | +$86.1K | 0.27% | 70 |
|
|
2022
Q3 | $1.49M | Sell |
27,189
-2,257
| -8% | -$124K | 0.22% | 75 |
|
|
2022
Q2 | $1.83M | Buy |
29,446
+29,435
| +267,591% | +$1.83M | 0.26% | 61 |
|
|
2022
Q1 | $1K | Hold |
11
| – | – | 0.04% | 90 |
|
|
2021
Q4 | $1K | Hold |
11
| – | – | 0.03% | 99 |
|
|
2021
Q3 | $1K | Hold |
11
| – | – | 0.03% | 98 |
|
|
2021
Q2 | $1K | Sell |
11
-1
| -8% | -$91 | 0.02% | 153 |
|
|
2021
Q1 | $1K | Sell |
12
-10
| -45% | -$833 | 0.02% | 163 |
|
|
2020
Q4 | $2K | Sell |
22
-8
| -27% | -$727 | 0.04% | 98 |
|
|
2020
Q3 | $2K | Sell |
30
-5,999
| -100% | -$400K | 0.04% | 107 |
|
|
2020
Q2 | $309K | Buy |
+6,029
| New | +$309K | 0.07% | 121 |
|
|
2019
Q3 | – | Sell |
-1,159
| Closed | -$63K | – | 370 |
|
|
2019
Q2 | $63K | Buy |
+1,159
| New | +$63K | 0.01% | 242 |
|
|
2019
Q1 | – | Sell |
-1,244
| Closed | -$50K | – | 330 |
|
|
2018
Q4 | $50K | Sell |
1,244
-194
| -13% | -$7.8K | 0.01% | 209 |
|
|
2018
Q3 | $62K | Buy |
1,438
+359
| +33% | +$15.5K | 0.01% | 217 |
|
|
2018
Q2 | $45K | Sell |
1,079
-11,896
| -92% | -$496K | 0.01% | 242 |
|
|
2018
Q1 | $542K | Sell |
12,975
-545
| -4% | -$22.8K | 0.08% | 168 |
|
|
2017
Q4 | $579K | Buy |
13,520
+86
| +0.6% | +$3.68K | 0.08% | 189 |
|
|
2017
Q3 | $547K | Sell |
13,434
-479
| -3% | -$19.5K | 0.07% | 185 |
|
|
2017
Q2 | $601K | Buy |
+13,913
| New | +$601K | 0.08% | 171 |
|
|
2016
Q2 | – | Sell |
-103
| Closed | -$5K | – | 580 |
|
|
2016
Q1 | $5K | Hold |
103
| – | – | ﹤0.01% | 613 |
|
|
2015
Q4 | $5K | Hold |
103
| – | – | ﹤0.01% | 671 |
|
|
2015
Q3 | $5K | Sell |
103
-502
| -83% | -$24.4K | ﹤0.01% | 653 |
|
|
2015
Q2 | $25K | Hold |
605
| – | – | ﹤0.01% | 535 |
|
|
2015
Q1 | $22K | Buy |
605
+82
| +16% | +$2.98K | ﹤0.01% | 529 |
|
|
2014
Q4 | $19K | Buy |
+523
| New | +$19K | ﹤0.01% | 445 |
|
|
2014
Q2 | – | Sell |
-2,571
| Closed | -$89K | – | 709 |
|
|
2014
Q1 | $89K | Buy |
2,571
+44
| +2% | +$1.52K | 0.01% | 307 |
|
|
2013
Q4 | $90K | Sell |
2,527
-317
| -11% | -$11.3K | 0.01% | 283 |
|
|
2013
Q3 | $90K | Sell |
2,844
-52
| -2% | -$1.65K | 0.01% | 274 |
|
|
2013
Q2 | $83K | Buy |
+2,896
| New | +$83K | 0.01% | 244 |
|