YHB Investment 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 | $2.79M | Sell |
41,374
-224
| -0.5% | -$15.1K | 0.22% | 104 |
|
|
2025
Q1 | $2.82M | Sell |
41,598
-1,117
| -3% | -$75.8K | 0.24% | 98 |
|
|
2024
Q4 | $2.55M | Sell |
42,715
-3,575
| -8% | -$214K | 0.21% | 102 |
|
|
2024
Q3 | $3.41M | Buy |
46,290
+126
| +0.3% | +$9.28K | 0.28% | 84 |
|
|
2024
Q2 | $3.02M | Buy |
46,164
+1,386
| +3% | +$90.7K | 0.26% | 92 |
|
|
2024
Q1 | $3.13M | Buy |
44,778
+573
| +1% | +$40.1K | 0.28% | 89 |
|
|
2023
Q4 | $3.2M | Sell |
44,205
-258
| -0.6% | -$18.7K | 0.31% | 81 |
|
|
2023
Q3 | $3.09M | Buy |
44,463
+399
| +0.9% | +$27.7K | 0.28% | 89 |
|
|
2023
Q2 | $3.21M | Buy |
44,064
+528
| +1% | +$38.5K | 0.3% | 89 |
|
|
2023
Q1 | $3.04M | Buy |
43,536
+549
| +1% | +$38.3K | 0.3% | 90 |
|
|
2022
Q4 | $2.87M | Sell |
42,987
-324
| -0.7% | -$21.6K | 0.31% | 89 |
|
|
2022
Q3 | $2.38M | Buy |
43,311
+1,566
| +4% | +$85.9K | 0.26% | 92 |
|
|
2022
Q2 | $2.59M | Buy |
41,745
+130
| +0.3% | +$8.07K | 0.27% | 92 |
|
|
2022
Q1 | $2.61M | Sell |
41,615
-7,253
| -15% | -$455K | 0.23% | 103 |
|
|
2021
Q4 | $3.24M | Buy |
48,868
+965
| +2% | +$64K | 0.26% | 93 |
|
|
2021
Q3 | $2.79M | Sell |
47,903
-933
| -2% | -$54.3K | 0.24% | 105 |
|
|
2021
Q2 | $3.05M | Sell |
48,836
-630
| -1% | -$39.3K | 0.26% | 101 |
|
|
2021
Q1 | $2.91M | Buy |
49,466
+404
| +0.8% | +$23.7K | 0.25% | 101 |
|
|
2020
Q4 | $2.87M | Sell |
49,062
-170
| -0.3% | -$9.94K | 0.27% | 91 |
|
|
2020
Q3 | $2.83M | Sell |
49,232
-7,638
| -13% | -$439K | 0.31% | 79 |
|
|
2020
Q2 | $2.91M | Buy |
56,870
+751
| +1% | +$38.4K | 0.42% | 60 |
|
|
2020
Q1 | $2.81M | Sell |
56,119
-6
| -0% | -$300 | 0.48% | 57 |
|
|
2019
Q4 | $3.09M | Buy |
56,125
+604
| +1% | +$33.3K | 0.44% | 65 |
|
|
2019
Q3 | $3.07M | Buy |
55,521
+253
| +0.5% | +$14K | 0.47% | 64 |
|
|
2019
Q2 | $2.98M | Buy |
55,268
+1,142
| +2% | +$61.6K | 0.47% | 61 |
|
|
2019
Q1 | $2.7M | Buy |
54,126
+1,958
| +4% | +$97.7K | 0.42% | 66 |
|
|
2018
Q4 | $2.09M | Buy |
52,168
+7,828
| +18% | +$313K | 0.37% | 76 |
|
|
2018
Q3 | $1.91M | Sell |
44,340
-243
| -0.5% | -$10.4K | 0.29% | 88 |
|
|
2018
Q2 | $1.83M | Sell |
44,583
-1,184
| -3% | -$48.5K | 0.3% | 94 |
|
|
2018
Q1 | $1.91M | Sell |
45,767
-7,369
| -14% | -$308K | 0.32% | 90 |
|
|
2017
Q4 | $2.27M | Sell |
53,136
-63,706
| -55% | -$2.73M | 0.39% | 79 |
|
|
2017
Q3 | $4.75M | Buy |
116,842
+17,867
| +18% | +$727K | 0.85% | 37 |
|
|
2017
Q2 | $4.28M | Sell |
98,975
-25,950
| -21% | -$1.12M | 0.73% | 39 |
|
|
2017
Q1 | $5.63M | Sell |
124,925
-1,373
| -1% | -$61.8K | 1.08% | 28 |
|
|
2016
Q4 | $5.6M | Buy |
126,298
+34,822
| +38% | +$1.54M | 1.17% | 27 |
|
|
2016
Q3 | $4.02M | Sell |
91,476
-41,059
| -31% | -$1.8M | 0.97% | 33 |
|
|
2016
Q2 | $6.03M | Buy |
132,535
+55,999
| +73% | +$2.55M | 1.33% | 23 |
|
|
2016
Q1 | $3.07M | Sell |
76,536
-77,308
| -50% | -$3.1M | 0.83% | 40 |
|
|
2015
Q4 | $6.85M | Sell |
153,844
-47,815
| -24% | -$2.13M | 1.55% | 18 |
|
|
2015
Q3 | $10.4M | Sell |
201,659
-3,271
| -2% | -$169K | 2.46% | 7 |
|
|
2015
Q2 | $11.4M | Buy |
204,930
+11,358
| +6% | +$634K | 2.49% | 7 |
|
|
2015
Q1 | $10.1M | Buy |
193,572
+570
| +0.3% | +$29.8K | 2.27% | 9 |
|
|
2014
Q4 | $8.66M | Buy |
193,002
+6,579
| +4% | +$295K | 1.98% | 13 |
|
|
2014
Q3 | $7.76M | Buy |
186,423
+4,458
| +2% | +$186K | 1.86% | 12 |
|
|
2014
Q2 | $8.17M | Buy |
181,965
+2,913
| +2% | +$131K | 1.97% | 11 |
|
|
2014
Q1 | $7.43M | Buy |
179,052
+8,135
| +5% | +$338K | 1.89% | 11 |
|
|
2013
Q4 | $7.05M | Buy |
170,917
+1,703
| +1% | +$70.2K | 1.89% | 10 |
|
|
2013
Q3 | $6.45M | Sell |
169,214
-128
| -0.1% | -$4.88K | 1.91% | 11 |
|
|
2013
Q2 | $6.29M | Buy |
+169,342
| New | +$6.29M | 1.96% | 10 |
|