AllSquare Wealth Management’s Mondelez International MDLZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $28K | Hold |
448
| – | – | 0.01% | 282 |
|
|
2025
Q2 | $30.2K | Hold |
448
| – | – | 0.02% | 271 |
|
|
2025
Q1 | $30.4K | Sell |
448
-365
| -45% | -$22.5K | 0.02% | 263 |
|
|
2024
Q4 | $48.6K | Hold |
813
| – | – | 0.03% | 216 |
|
|
2024
Q3 | $59.9K | Hold |
813
| – | – | 0.03% | 196 |
|
|
2024
Q2 | $53.2K | Hold |
813
| – | – | 0.03% | 199 |
|
|
2024
Q1 | $56.9K | Hold |
813
| – | – | 0.03% | 201 |
|
|
2023
Q4 | $58.9K | Hold |
813
| – | – | 0.04% | 195 |
|
|
2023
Q3 | $56.4K | Sell |
813
-602
| -43% | -$43.4K | 0.04% | 183 |
|
|
2023
Q2 | $102K | Sell |
1,415
-98
| -6% | -$7.24K | 0.07% | 135 |
|
|
2023
Q1 | $105K | Buy |
1,513
+167
| +12% | +$11.1K | 0.07% | 135 |
|
|
2022
Q4 | $89.7K | Hold |
1,346
| – | – | 0.06% | 146 |
|
|
2022
Q3 | $74K | Hold |
1,346
| – | – | 0.05% | 151 |
|
|
2022
Q2 | $84K | Sell |
1,346
-156
| -10% | -$9.86K | 0.06% | 149 |
|
|
2022
Q1 | $94K | Buy |
1,502
+82
| +6% | +$5.34K | 0.06% | 155 |
|
|
2021
Q4 | $94K | Sell |
1,420
-110
| -7% | -$6.79K | 0.05% | 160 |
|
|
2021
Q3 | $89K | Hold |
1,530
| – | – | 0.05% | 161 |
|
|
2021
Q2 | $96K | Buy |
1,530
+25
| +2% | +$1.54K | 0.06% | 167 |
|
|
2021
Q1 | $88K | Hold |
1,505
| – | – | 0.05% | 162 |
|
|
2020
Q4 | $88K | Hold |
1,505
| – | – | 0.06% | 150 |
|
|
2020
Q3 | $86K | Hold |
1,505
| – | – | 0.06% | 139 |
|
|
2020
Q2 | $77K | Hold |
1,505
| – | – | 0.06% | 138 |
|
|
2020
Q1 | $75K | Hold |
1,505
| – | – | 0.07% | 132 |
|
|
2019
Q4 | $83K | Sell |
1,505
-188
| -11% | -$10.1K | 0.06% | 140 |
|
|
2019
Q3 | $94K | Hold |
1,693
| – | – | 0.07% | 130 |
|
|
2019
Q2 | $91K | Hold |
1,693
| – | – | 0.07% | 131 |
|
|
2019
Q1 | $85K | Sell |
1,693
-135
| -7% | -$6.19K | 0.06% | 140 |
|
|
2018
Q4 | $73K | Buy |
1,828
+257
| +16% | +$11K | 0.06% | 135 |
|
|
2018
Q3 | $67K | Buy |
1,571
+72
| +5% | +$3.07K | 0.05% | 148 |
|
|
2018
Q2 | $61K | Buy |
1,499
+1,065
| +245% | +$42.8K | 0.05% | 160 |
|
|
2018
Q1 | $18K | Hold |
434
| – | – | 0.01% | 242 |
|
|
2017
Q4 | $19K | Hold |
434
| – | – | 0.02% | 236 |
|
|
2017
Q3 | $18K | Hold |
434
| – | – | 0.01% | 235 |
|
|
2017
Q2 | $19K | Hold |
434
| – | – | 0.02% | 113 |
|
|
2017
Q1 | $19K | Sell |
434
-900
| -67% | -$39.9K | 0.02% | 220 |
|
|
2016
Q4 | $59K | Buy |
1,334
+73
| +6% | +$3.15K | 0.05% | 124 |
|
|
2016
Q3 | $55K | Buy |
1,261
+130
| +11% | +$5.7K | 0.05% | 113 |
|
|
2016
Q2 | $51K | Hold |
1,131
| – | – | 0.05% | 115 |
|
|
2016
Q1 | $45K | Buy |
1,131
+697
| +161% | +$28.4K | 0.04% | 123 |
|
|
2015
Q4 | $19K | Hold |
434
| – | – | 0.02% | 172 |
|
|
2015
Q3 | $18K | Hold |
434
| – | – | 0.02% | 177 |
|
|
2015
Q2 | $18K | Hold |
434
| – | – | 0.02% | 183 |
|
|
2015
Q1 | $16K | Hold |
434
| – | – | 0.02% | 196 |
|
|
2014
Q4 | $16K | Buy |
+434
| New | +$15.8K | 0.02% | 193 |
|
Other funds holding MDLZ
AllSquare Wealth Management's MDLZ Position: Q3 2025 in Review
AllSquare Wealth Management held its Mondelez International (MDLZ) position steady in Q3 2025 at 448 shares worth $28K. The position accounts for 0.01% of the portfolio, ranked #282.
AllSquare Wealth Management first reported a position in MDLZ in Q4 2014 and has held it in 44 quarters since. The position peaked at $105K in Q1 2023. 1,929 funds tracked by Wall St. Rank hold MDLZ as of Q3 2025.
- AllSquare Wealth Management held 448 shares of Mondelez International worth $28K as of Q3 2025.
- AllSquare Wealth Management left its Mondelez International share count unchanged in Q3 2025.
- Mondelez International made up 0.01% of AllSquare Wealth Management's portfolio in Q3 2025, its #282 holding.
- AllSquare Wealth Management first reported a position in Mondelez International in Q4 2014 and has held it in 44 quarters since.
- AllSquare Wealth Management's Mondelez International position peaked at $105K in Q1 2023.
- 1,929 funds tracked by Wall St. Rank held Mondelez International as of Q3 2025.
Based on AllSquare Wealth Management's 13F filing for Q3 2025, filed 12 Jan 2026.