Valeo 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 | $2.88M | Sell |
42,761
-248
| -0.6% | -$16.7K | 0.07% | 132 |
|
|
2025
Q1 | $2.92M | Buy |
43,009
+4,628
| +12% | +$314K | 0.08% | 114 |
|
|
2024
Q4 | $2.29M | Buy |
38,381
+4,683
| +14% | +$280K | 0.06% | 134 |
|
|
2024
Q3 | $2.48M | Buy |
33,698
+1,076
| +3% | +$79.3K | 0.07% | 128 |
|
|
2024
Q2 | $2.13M | Buy |
32,622
+625
| +2% | +$40.9K | 0.07% | 135 |
|
|
2024
Q1 | $2.28M | Sell |
31,997
-31
| -0.1% | -$2.21K | 0.08% | 131 |
|
|
2023
Q4 | $2.32M | Sell |
32,028
-1,798
| -5% | -$130K | 0.09% | 122 |
|
|
2023
Q3 | $2.35M | Sell |
33,826
-19
| -0.1% | -$1.32K | 0.11% | 110 |
|
|
2023
Q2 | $2.47M | Buy |
33,845
+2,326
| +7% | +$170K | 0.11% | 103 |
|
|
2023
Q1 | $2.2M | Buy |
31,519
+3,245
| +11% | +$226K | 0.11% | 114 |
|
|
2022
Q4 | $1.88M | Buy |
28,274
+1,114
| +4% | +$74.2K | 0.1% | 112 |
|
|
2022
Q3 | $1.49M | Buy |
27,160
+4,131
| +18% | +$226K | 0.09% | 129 |
|
|
2022
Q2 | $1.43M | Sell |
23,029
-1,425
| -6% | -$88.5K | 0.09% | 130 |
|
|
2022
Q1 | $1.54M | Buy |
24,454
+1,018
| +4% | +$63.9K | 0.08% | 146 |
|
|
2021
Q4 | $1.55M | Buy |
23,436
+484
| +2% | +$32.1K | 0.08% | 138 |
|
|
2021
Q3 | $1.34M | Buy |
22,952
+2,420
| +12% | +$141K | 0.08% | 143 |
|
|
2021
Q2 | $1.28M | Sell |
20,532
-5,460
| -21% | -$341K | 0.08% | 134 |
|
|
2021
Q1 | $1.52M | Buy |
25,992
+3,758
| +17% | +$220K | 0.07% | 141 |
|
|
2020
Q4 | $1.3M | Buy |
22,234
+4,236
| +24% | +$248K | 0.07% | 140 |
|
|
2020
Q3 | $1.03M | Sell |
17,998
-151
| -0.8% | -$8.68K | 0.09% | 127 |
|
|
2020
Q2 | $928K | Buy |
18,149
+902
| +5% | +$46.1K | 0.08% | 132 |
|
|
2020
Q1 | $902K | Buy |
17,247
+474
| +3% | +$24.8K | 0.1% | 126 |
|
|
2019
Q4 | $924K | Sell |
16,773
-366
| -2% | -$20.2K | 0.09% | 138 |
|
|
2019
Q3 | $948K | Sell |
17,139
-58
| -0.3% | -$3.21K | 0.1% | 130 |
|
|
2019
Q2 | $927K | Sell |
17,197
-1,941
| -10% | -$105K | 0.11% | 132 |
|
|
2019
Q1 | $955K | Sell |
19,138
-26,536
| -58% | -$1.32M | 0.12% | 127 |
|
|
2018
Q4 | $1.83M | Buy |
45,674
+1,104
| +2% | +$44.2K | 0.26% | 63 |
|
|
2018
Q3 | $1.87M | Buy |
44,570
+860
| +2% | +$36.1K | 0.25% | 63 |
|
|
2018
Q2 | $1.83M | Sell |
43,710
-3,087
| -7% | -$129K | 0.26% | 62 |
|
|
2018
Q1 | $1.95M | Buy |
46,797
+22,115
| +90% | +$923K | 0.31% | 60 |
|
|
2017
Q4 | $1.06M | Sell |
24,682
-1,683
| -6% | -$72K | 0.17% | 98 |
|
|
2017
Q3 | $1.07M | Buy |
+26,365
| New | +$1.07M | 0.24% | 83 |
|