OneDigital 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
$1.14M Buy
16,897
+128
+0.8% +$8.63K 0.01% 594
2025
Q1
$1.14M Sell
16,769
-4,301
-20% -$292K 0.01% 563
2024
Q4
$1.26M Buy
21,070
+654
+3% +$39.1K 0.01% 560
2024
Q3
$1.5M Sell
20,416
-1,184
-5% -$87.2K 0.02% 531
2024
Q2
$1.41M Buy
21,600
+7,262
+51% +$475K 0.02% 512
2024
Q1
$1M Buy
14,338
+1,973
+16% +$138K 0.02% 510
2023
Q4
$896K Buy
12,365
+2,947
+31% +$213K 0.02% 518
2023
Q3
$654K Sell
9,418
-642
-6% -$44.6K 0.01% 557
2023
Q2
$734K Sell
10,060
-633
-6% -$46.2K 0.02% 497
2023
Q1
$746K Sell
10,693
-5,331
-33% -$372K 0.02% 479
2022
Q4
$1.07M Buy
16,024
+976
+6% +$65.1K 0.03% 341
2022
Q3
$825K Buy
15,048
+2,763
+22% +$151K 0.03% 340
2022
Q2
$763K Buy
12,285
+1,566
+15% +$97.3K 0.03% 313
2022
Q1
$673K Buy
10,719
+1,930
+22% +$121K 0.03% 360
2021
Q4
$583K Buy
8,789
+4,705
+115% +$312K 0.02% 391
2021
Q3
$238K Buy
4,084
+396
+11% +$23.1K 0.01% 624
2021
Q2
$230K Sell
3,688
-338
-8% -$21.1K 0.01% 629
2021
Q1
$236K Buy
4,026
+19
+0.5% +$1.11K 0.01% 561
2020
Q4
$234K Sell
4,007
-1,026
-20% -$59.9K 0.01% 548
2020
Q3
$289K Sell
5,033
-275
-5% -$15.8K 0.02% 439
2020
Q2
$271K Sell
5,308
-151
-3% -$7.71K 0.02% 460
2020
Q1
$273K Sell
5,459
-240
-4% -$12K 0.02% 389
2019
Q4
$314K Sell
5,699
-227
-4% -$12.5K 0.02% 397
2019
Q3
$328K Sell
5,926
-2,806
-32% -$155K 0.03% 362
2019
Q2
$471K Buy
8,732
+790
+10% +$42.6K 0.04% 267
2019
Q1
$396K Sell
7,942
-2,520
-24% -$126K 0.06% 198
2018
Q4
$418K Buy
10,462
+2,211
+27% +$88.3K 0.07% 180
2018
Q3
$354K Buy
8,251
+2,400
+41% +$103K 0.08% 127
2018
Q2
$240K Sell
5,851
-2,918
-33% -$120K 0.05% 188
2018
Q1
$366K Buy
8,769
+1,621
+23% +$67.7K 0.08% 161
2017
Q4
$306K Buy
7,148
+4,413
+161% +$189K 0.04% 181
2017
Q3
$111K Sell
2,735
-137
-5% -$5.56K 0.04% 215
2017
Q2
$124K Buy
+2,872
New +$124K 0.04% 273