Wealthcare Advisory Partners’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 | $526K | Buy |
7,807
+349
| +5% | +$23.5K | 0.01% | 630 |
|
|
2025
Q1 | $506K | Buy |
7,458
+573
| +8% | +$38.9K | 0.01% | 593 |
|
|
2024
Q4 | $411K | Sell |
6,885
-935
| -12% | -$55.9K | 0.01% | 622 |
|
|
2024
Q3 | $576K | Sell |
7,820
-68
| -0.9% | -$5.01K | 0.02% | 535 |
|
|
2024
Q2 | $516K | Sell |
7,888
-6,163
| -44% | -$403K | 0.02% | 532 |
|
|
2024
Q1 | $984K | Sell |
14,051
-142
| -1% | -$9.94K | 0.03% | 370 |
|
|
2023
Q4 | $1.03M | Sell |
14,193
-121
| -0.8% | -$8.76K | 0.04% | 309 |
|
|
2023
Q3 | $993K | Buy |
14,314
+195
| +1% | +$13.5K | 0.05% | 281 |
|
|
2023
Q2 | $1.03M | Buy |
14,119
+46
| +0.3% | +$3.36K | 0.05% | 282 |
|
|
2023
Q1 | $981K | Sell |
14,073
-286
| -2% | -$19.9K | 0.04% | 291 |
|
|
2022
Q4 | $957K | Sell |
14,359
-625
| -4% | -$41.7K | 0.05% | 283 |
|
|
2022
Q3 | $822K | Buy |
14,984
+2,045
| +16% | +$112K | 0.05% | 262 |
|
|
2022
Q2 | $803K | Buy |
12,939
+269
| +2% | +$16.7K | 0.05% | 238 |
|
|
2022
Q1 | $795K | Buy |
12,670
+122
| +1% | +$7.66K | 0.05% | 227 |
|
|
2021
Q4 | $832K | Buy |
12,548
+1,139
| +10% | +$75.5K | 0.05% | 228 |
|
|
2021
Q3 | $664K | Buy |
11,409
+1,504
| +15% | +$87.5K | 0.04% | 263 |
|
|
2021
Q2 | $618K | Sell |
9,905
-29
| -0.3% | -$1.81K | 0.04% | 272 |
|
|
2021
Q1 | $581K | Buy |
9,934
+403
| +4% | +$23.6K | 0.04% | 262 |
|
|
2020
Q4 | $557K | Buy |
9,531
+291
| +3% | +$17K | 0.05% | 219 |
|
|
2020
Q3 | $531K | Sell |
9,240
-253
| -3% | -$14.5K | 0.06% | 193 |
|
|
2020
Q2 | $485K | Sell |
9,493
-133
| -1% | -$6.8K | 0.06% | 176 |
|
|
2020
Q1 | $482K | Sell |
9,626
-198
| -2% | -$9.91K | 0.07% | 148 |
|
|
2019
Q4 | $541K | Buy |
9,824
+2
| +0% | +$110 | 0.07% | 170 |
|
|
2019
Q3 | $543K | Buy |
9,822
+203
| +2% | +$11.2K | 0.08% | 140 |
|
|
2019
Q2 | $518K | Sell |
9,619
-1,570
| -14% | -$84.5K | 0.08% | 140 |
|
|
2019
Q1 | $559K | Buy |
11,189
+3
| +0% | +$150 | 0.1% | 127 |
|
|
2018
Q4 | $448K | Buy |
11,186
+2
| +0% | +$80 | 0.09% | 125 |
|
|
2018
Q3 | $480K | Sell |
11,184
-1,879
| -14% | -$80.6K | 0.09% | 123 |
|
|
2018
Q2 | $536K | Buy |
13,063
+186
| +1% | +$7.63K | 0.11% | 112 |
|
|
2018
Q1 | $537K | Buy |
12,877
+1,689
| +15% | +$70.4K | 0.12% | 104 |
|
|
2017
Q4 | $479K | Buy |
11,188
+1,310
| +13% | +$56.1K | 0.12% | 97 |
|
|
2017
Q3 | $402K | Buy |
+9,878
| New | +$402K | 0.12% | 94 |
|