United Capital 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 | $10.1M | Buy |
150,063
+1,662
| +1% | +$112K | 0.08% | 192 |
|
|
2025
Q1 | $10.1M | Buy |
148,401
+17,486
| +13% | +$1.19M | 0.09% | 176 |
|
|
2024
Q4 | $7.82M | Sell |
130,915
-12,991
| -9% | -$776K | 0.07% | 207 |
|
|
2024
Q3 | $10.6M | Buy |
143,906
+1,861
| +1% | +$137K | 0.09% | 177 |
|
|
2024
Q2 | $9.3M | Sell |
142,045
-37,181
| -21% | -$2.43M | 0.08% | 185 |
|
|
2024
Q1 | $12.5M | Sell |
179,226
-11,075
| -6% | -$775K | 0.1% | 160 |
|
|
2023
Q4 | $13.8M | Sell |
190,301
-183,574
| -49% | -$13.3M | 0.11% | 157 |
|
|
2023
Q3 | $25.9M | Sell |
373,875
-4,545
| -1% | -$315K | 0.17% | 119 |
|
|
2023
Q2 | $27.6M | Sell |
378,420
-18,269
| -5% | -$1.33M | 0.15% | 124 |
|
|
2023
Q1 | $27.7M | Buy |
396,689
+34,308
| +9% | +$2.39M | 0.15% | 128 |
|
|
2022
Q4 | $24.2M | Buy |
362,381
+15,966
| +5% | +$1.06M | 0.14% | 143 |
|
|
2022
Q3 | $19M | Sell |
346,415
-27,331
| -7% | -$1.5M | 0.11% | 170 |
|
|
2022
Q2 | $23.2M | Buy |
373,746
+28,375
| +8% | +$1.76M | 0.13% | 153 |
|
|
2022
Q1 | $21.7M | Buy |
345,371
+63,058
| +22% | +$3.96M | 0.11% | 179 |
|
|
2021
Q4 | $18.7M | Sell |
282,313
-3,084
| -1% | -$204K | 0.09% | 205 |
|
|
2021
Q3 | $16.6M | Sell |
285,397
-14,175
| -5% | -$825K | 0.08% | 210 |
|
|
2021
Q2 | $18.7M | Sell |
299,572
-1,367
| -0.5% | -$85.4K | 0.09% | 200 |
|
|
2021
Q1 | $17.6M | Sell |
300,939
-22,809
| -7% | -$1.34M | 0.1% | 198 |
|
|
2020
Q4 | $18.9M | Sell |
323,748
-12,891
| -4% | -$754K | 0.11% | 184 |
|
|
2020
Q3 | $19.3M | Sell |
336,639
-7,961
| -2% | -$457K | 0.13% | 179 |
|
|
2020
Q2 | $17.6M | Sell |
344,600
-4,928
| -1% | -$252K | 0.13% | 175 |
|
|
2020
Q1 | $17.5M | Sell |
349,528
-38,657
| -10% | -$1.94M | 0.14% | 156 |
|
|
2019
Q4 | $21.4M | Sell |
388,185
-15,851
| -4% | -$873K | 0.14% | 177 |
|
|
2019
Q3 | $22.4M | Sell |
404,036
-25,735
| -6% | -$1.42M | 0.16% | 150 |
|
|
2019
Q2 | $23.2M | Sell |
429,771
-8,504
| -2% | -$458K | 0.15% | 141 |
|
|
2019
Q1 | $21.9M | Sell |
438,275
-51,802
| -11% | -$2.59M | 0.15% | 145 |
|
|
2018
Q4 | $19.5M | Buy |
490,077
+19,025
| +4% | +$759K | 0.16% | 138 |
|
|
2018
Q3 | $20.2M | Buy |
471,052
+14,261
| +3% | +$613K | 0.14% | 159 |
|
|
2018
Q2 | $18.7M | Buy |
456,791
+9,647
| +2% | +$396K | 0.14% | 163 |
|
|
2018
Q1 | $18.7M | Buy |
447,144
+68,439
| +18% | +$2.86M | 0.14% | 165 |
|
|
2017
Q4 | $16.3M | Buy |
378,705
+6,041
| +2% | +$260K | 0.13% | 188 |
|
|
2017
Q3 | $15.2M | Buy |
372,664
+1,698
| +0.5% | +$69K | 0.13% | 191 |
|
|
2017
Q2 | $16M | Sell |
370,966
-6,446
| -2% | -$278K | 0.14% | 166 |
|
|
2017
Q1 | $16.3M | Sell |
377,412
-5,522
| -1% | -$238K | 0.15% | 159 |
|
|
2016
Q4 | $17M | Buy |
382,934
+1,666
| +0.4% | +$73.9K | 0.16% | 135 |
|
|
2016
Q3 | $16.7M | Sell |
381,268
-3,041
| -0.8% | -$134K | 0.16% | 148 |
|
|
2016
Q2 | $17.7M | Buy |
384,309
+6,403
| +2% | +$295K | 0.18% | 124 |
|
|
2016
Q1 | $15.2M | Buy |
377,906
+16,569
| +5% | +$665K | 0.17% | 128 |
|
|
2015
Q4 | $16.2M | Buy |
361,337
+3,629
| +1% | +$163K | 0.19% | 115 |
|
|
2015
Q3 | $15M | Sell |
357,708
-5,537
| -2% | -$232K | 0.18% | 115 |
|
|
2015
Q2 | $14.9M | Sell |
363,245
-1,441
| -0.4% | -$59.3K | 0.17% | 132 |
|
|
2015
Q1 | $14M | Buy |
364,686
+1,071
| +0.3% | +$41.1K | 0.17% | 140 |
|
|
2014
Q4 | $13.2M | Buy |
363,615
+71,355
| +24% | +$2.59M | 0.2% | 130 |
|
|
2014
Q3 | $10M | Sell |
292,260
-3,538
| -1% | -$121K | 0.17% | 148 |
|
|
2014
Q2 | $11.1M | Sell |
295,798
-8,955
| -3% | -$337K | 0.21% | 126 |
|
|
2014
Q1 | $10.5M | Buy |
304,753
+22,966
| +8% | +$793K | 0.22% | 105 |
|
|
2013
Q4 | $9.95M | Buy |
281,787
+258,602
| +1,115% | +$9.13M | 0.34% | 85 |
|
|
2013
Q3 | $728K | Sell |
23,185
-261,113
| -92% | -$8.2M | 0.02% | 386 |
|
|
2013
Q2 | $8.11M | Buy |
+284,298
| New | +$8.11M | 0.22% | 127 |
|