West Oak Capital’s Mondelez International MDLZ Stock Holding History

West Oak Capital’s Portfolio MDLZ Stock Details MDLZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.24K	Buy	1,835 +475	+35%	+$320	0.05%	136
2025 Q1	$923	Hold	1,360	–	–	0.04%	147
2024 Q4	$812K	Sell	1,360 -20	-1%	-$11.9K	0.03%	159
2024 Q3	$1.02K	Hold	1,380	–	–	0.02%	148
2024 Q2	$90.3K	Hold	1,380	–	–	0.04%	157
2024 Q1	$97K	Hold	1,380	–	–	0.04%	153
2023 Q4	$101K	Sell	1,380 -20	-1%	-$1.46K	0.05%	152
2023 Q3	$97K	Hold	1,400	–	–	0.05%	147
2023 Q2	$102K	Hold	1,400	–	–	0.05%	145
2023 Q1	$97.6K	Hold	1,400	–	–	0.05%	149
2022 Q4	$93K	Sell	1,400 -50	-3%	-$3.32K	0.05%	141
2022 Q3	$80K	Hold	1,450	–	–	0.04%	146
2022 Q2	$90K	Hold	1,450	–	–	0.05%	147
2022 Q1	$91K	Hold	1,450	–	–	0.04%	153
2021 Q4	$96K	Sell	1,450 -50	-3%	-$3.31K	0.04%	163
2021 Q3	$87K	Hold	1,500	–	–	0.03%	165
2021 Q2	$94K	Hold	1,500	–	–	0.04%	159
2021 Q1	$88K	Hold	1,500	–	–	0.04%	160
2020 Q4	$88K	Sell	1,500 -50	-3%	-$2.93K	0.04%	153
2020 Q3	$89K	Hold	1,550	–	–	0.05%	138
2020 Q2	$79K	Sell	1,550 -1,500	-49%	-$76.5K	0.05%	147
2020 Q1	$153K	Hold	3,050	–	–	0.1%	114
2019 Q4	$168K	Sell	3,050 -100	-3%	-$5.51K	0.09%	118
2019 Q3	$174K	Hold	3,150	–	–	0.1%	115
2019 Q2	$170K	Hold	3,150	–	–	0.1%	116
2019 Q1	$157K	Hold	3,150	–	–	0.1%	118
2018 Q4	$126K	Sell	3,150 -100	-3%	-$4K	0.09%	123
2018 Q3	$140K	Hold	3,250	–	–	0.08%	131
2018 Q2	$133K	Hold	3,250	–	–	0.08%	130
2018 Q1	$136K	Sell	3,250 -99	-3%	-$4.13K	0.08%	128
2017 Q4	$143K	Hold	3,349	–	–	0.09%	124
2017 Q3	$136K	Hold	3,349	–	–	0.08%	134
2017 Q2	$145K	Hold	3,349	–	–	0.09%	133
2017 Q1	$144K	Sell	3,349 -300	-8%	-$12.9K	0.09%	131
2016 Q4	$162K	Sell	3,649 -100	-3%	-$4.43K	0.11%	125
2016 Q3	$165K	Buy	3,749 +300	+9%	+$13.2K	0.11%	120
2016 Q2	$157K	Hold	3,449	–	–	0.11%	113
2016 Q1	$138K	Hold	3,449	–	–	0.11%	116
2015 Q4	$155K	Hold	3,449	–	–	0.12%	110
2015 Q3	$144K	Hold	3,449	–	–	0.12%	114
2015 Q2	$142K	Hold	3,449	–	–	0.11%	116
2015 Q1	$124K	Hold	3,449	–	–	0.09%	122
2014 Q4	$125K	Hold	3,449	–	–	0.09%	117
2014 Q3	$118K	Sell	3,449 -119	-3%	-$4.08K	0.09%	116
2014 Q2	$134K	Hold	3,568	–	–	0.1%	112
2014 Q1	$123K	Hold	3,568	–	–	0.09%	115
2013 Q4	$126K	Sell	3,568 -100	-3%	-$3.53K	0.09%	110
2013 Q3	$115K	Hold	3,668	–	–	0.09%	114
2013 Q2	$105K	Buy	+3,668	New	+$105K	0.09%	117