VFP
Verus Financial Partners’s Mondelez International MDLZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $327K | Sell |
4,895
-172
| -3% | -$11.5K | 0.03% | 83 |
|
|
2025
Q1 | $340K | Buy |
5,067
+179
| +4% | +$12K | 0.04% | 73 |
|
|
2024
Q4 | $275K | Sell |
4,888
-233
| -5% | -$13.1K | 0.03% | 81 |
|
|
2024
Q3 | $374K | Buy |
5,121
+21
| +0.4% | +$1.53K | 0.04% | 66 |
|
|
2024
Q2 | $334K | Buy |
5,100
+3
| +0.1% | +$196 | 0.04% | 70 |
|
|
2024
Q1 | $357K | Sell |
5,097
-4,106
| -45% | -$287K | 0.04% | 67 |
|
|
2023
Q4 | $692K | Buy |
9,203
+4,082
| +80% | +$307K | 0.09% | 46 |
|
|
2023
Q3 | $315K | Buy |
5,121
+232
| +5% | +$14.3K | 0.04% | 74 |
|
|
2023
Q2 | $364K | Sell |
4,889
-3,546
| -42% | -$264K | 0.05% | 67 |
|
|
2023
Q1 | $652K | Sell |
8,435
-649
| -7% | -$50.2K | 0.09% | 49 |
|
|
2022
Q4 | $594K | Sell |
9,084
-86
| -0.9% | -$5.63K | 0.08% | 53 |
|
|
2022
Q3 | $535K | Buy |
9,170
+3
| +0% | +$175 | 0.08% | 55 |
|
|
2022
Q2 | $562K | Buy |
9,167
+628
| +7% | +$38.5K | 0.08% | 50 |
|
|
2022
Q1 | $544K | Sell |
8,539
-612
| -7% | -$39K | 0.08% | 46 |
|
|
2021
Q4 | $607K | Sell |
9,151
-15
| -0.2% | -$995 | 0.08% | 45 |
|
|
2021
Q3 | $548K | Hold |
9,166
| – | – | 0.08% | 48 |
|
|
2021
Q2 | $590K | Buy |
9,166
+17
| +0.2% | +$1.09K | 0.09% | 44 |
|
|
2021
Q1 | $542K | Buy |
9,149
+1
| +0% | +$59 | 0.09% | 44 |
|
|
2020
Q4 | $535K | Buy |
+9,148
| New | +$535K | 0.09% | 41 |
|
|
2020
Q3 | – | Sell |
-8,948
| Closed | -$458K | – | 194 |
|
|
2020
Q2 | $458K | Hold |
8,948
| – | – | 0.1% | 38 |
|
|
2020
Q1 | $448K | Sell |
8,948
-212
| -2% | -$10.6K | 0.14% | 34 |
|
|
2019
Q4 | $505K | Buy |
9,160
+3,507
| +62% | +$193K | 0.15% | 38 |
|
|
2019
Q3 | $313K | Buy |
5,653
+1,059
| +23% | +$58.6K | 0.1% | 47 |
|
|
2019
Q2 | $248K | Sell |
4,594
-30
| -0.6% | -$1.62K | 0.08% | 47 |
|
|
2019
Q1 | $231K | Sell |
4,624
-706
| -13% | -$35.3K | 0.08% | 46 |
|
|
2018
Q4 | $229K | Hold |
5,330
| – | – | 0.08% | 45 |
|
|
2018
Q3 | $229K | Hold |
5,330
| – | – | 0.08% | 45 |
|
|
2018
Q2 | $219K | Sell |
5,330
-761
| -12% | -$31.3K | 0.08% | 44 |
|
|
2018
Q1 | $254K | Sell |
6,091
-298
| -5% | -$12.4K | 0.1% | 41 |
|
|
2017
Q4 | $273K | Buy |
6,389
+1,004
| +19% | +$42.9K | 0.1% | 41 |
|
|
2017
Q3 | $219K | Sell |
5,385
-739
| -12% | -$30.1K | 0.08% | 46 |
|
|
2017
Q2 | $264K | Sell |
6,124
-95
| -2% | -$4.1K | 0.11% | 40 |
|
|
2017
Q1 | $268K | Sell |
6,219
-210
| -3% | -$9.05K | 0.11% | 42 |
|
|
2016
Q4 | $285K | Sell |
6,429
-525
| -8% | -$23.3K | 0.12% | 36 |
|
|
2016
Q3 | $305K | Buy |
6,954
+76
| +1% | +$3.33K | 0.14% | 34 |
|
|
2016
Q2 | $313K | Buy |
6,878
+6
| +0.1% | +$273 | 0.14% | 34 |
|
|
2016
Q1 | $276K | Sell |
6,872
-481
| -7% | -$19.3K | 0.13% | 36 |
|
|
2015
Q4 | $330K | Buy |
7,353
+156
| +2% | +$7K | 0.16% | 31 |
|
|
2015
Q3 | $301K | Buy |
7,197
+413
| +6% | +$17.3K | 0.16% | 30 |
|
|
2015
Q2 | $279K | Buy |
6,784
+5
| +0.1% | +$206 | 0.14% | 31 |
|
|
2015
Q1 | $245K | Hold |
6,779
| – | – | 0.12% | 35 |
|
|
2014
Q4 | $246K | Buy |
6,779
+484
| +8% | +$17.6K | 0.13% | 37 |
|
|
2014
Q3 | $216K | Buy |
6,295
+7
| +0.1% | +$240 | 0.12% | 42 |
|
|
2014
Q2 | $236K | Sell |
6,288
-120
| -2% | -$4.5K | 0.13% | 38 |
|
|
2014
Q1 | $221K | Buy |
6,408
+158
| +3% | +$5.45K | 0.12% | 42 |
|
|
2013
Q4 | $221K | Buy |
+6,250
| New | +$221K | 0.12% | 37 |
|