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 |
|