Inspirion Wealth Advisors’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
Q4 | – | Sell |
-5,055
| Closed | -$372K | – | 178 |
|
|
2025
Q3 | $372K | Buy |
+5,055
| New | +$326K | 0.05% | 107 |
|
|
2025
Q1 | – | Sell |
-5,055
| Closed | -$295K | – | 165 |
|
|
2024
Q4 | $295K | Hold |
5,055
| – | – | 0.04% | 122 |
|
|
2024
Q3 | $372K | Buy |
5,055
+100
| +2% | +$7.03K | 0.05% | 107 |
|
|
2024
Q2 | $324K | Hold |
4,955
| – | – | 0.05% | 116 |
|
|
2024
Q1 | $347K | Hold |
4,955
| – | – | 0.06% | 108 |
|
|
2023
Q4 | $366K | Hold |
4,955
| – | – | 0.07% | 101 |
|
|
2023
Q3 | $344K | Hold |
4,955
| – | – | 0.07% | 99 |
|
|
2023
Q2 | $361K | Hold |
4,955
| – | – | 0.07% | 96 |
|
|
2023
Q1 | $345K | Hold |
4,955
| – | – | 0.07% | 94 |
|
|
2022
Q4 | $330K | Hold |
4,955
| – | – | 0.07% | 95 |
|
|
2022
Q3 | $272K | Hold |
4,955
| – | – | 0.06% | 98 |
|
|
2022
Q2 | $308K | Hold |
4,955
| – | – | 0.07% | 99 |
|
|
2022
Q1 | $311K | Hold |
4,955
| – | – | 0.06% | 87 |
|
|
2021
Q4 | $329K | Hold |
4,955
| – | – | 0.07% | 82 |
|
|
2021
Q3 | $288K | Hold |
4,955
| – | – | 0.07% | 78 |
|
|
2021
Q2 | $309K | Hold |
4,955
| – | – | 0.08% | 73 |
|
|
2021
Q1 | $290K | Buy |
4,955
+35
| +0.7% | +$1.98K | 0.08% | 75 |
|
|
2020
Q4 | $288K | Hold |
4,920
| – | – | 0.08% | 71 |
|
|
2020
Q3 | $283K | Hold |
4,920
| – | – | 0.1% | 63 |
|
|
2020
Q2 | $252K | Hold |
4,920
| – | – | 0.1% | 69 |
|
|
2020
Q1 | $246K | Sell |
4,920
-17
| -0.3% | -$921 | 0.12% | 58 |
|
|
2019
Q4 | $272K | Buy |
4,937
+17
| +0.3% | +$909 | 0.09% | 66 |
|
|
2019
Q3 | $272K | Hold |
4,920
| – | – | 0.12% | 60 |
|
|
2019
Q2 | $265K | Sell |
4,920
-224
| -4% | -$11.6K | 0.11% | 63 |
|
|
2019
Q1 | $257K | Hold |
5,144
| – | – | 0.11% | 64 |
|
|
2018
Q4 | $206K | Hold |
5,144
| – | – | 0.1% | 67 |
|
|
2018
Q3 | $221K | Hold |
5,144
| – | – | 0.09% | 70 |
|
|
2018
Q2 | $211K | Hold |
5,144
| – | – | 0.1% | 71 |
|
|
2018
Q1 | $215K | Hold |
5,144
| – | – | 0.11% | 67 |
|
|
2017
Q4 | $220K | Hold |
5,144
| – | – | 0.11% | 64 |
|
|
2017
Q3 | $209K | Hold |
5,144
| – | – | 0.11% | 65 |
|
|
2017
Q2 | $222K | Hold |
5,144
| – | – | 0.12% | 63 |
|
|
2017
Q1 | $222K | Hold |
5,144
| – | – | 0.13% | 60 |
|
|
2016
Q4 | $228K | Hold |
5,144
| – | – | 0.14% | 55 |
|
|
2016
Q3 | $226K | Buy |
5,144
+500
| +11% | +$21.9K | 0.15% | 54 |
|
|
2016
Q2 | $211K | Buy |
+4,644
| New | +$202K | 0.14% | 57 |
|
|
2016
Q1 | – | Sell |
-4,644
| Closed | -$208K | – | 59 |
|
|
2015
Q4 | $208K | Buy |
+4,644
| New | +$208K | 0.15% | 50 |
|
Other funds holding MDLZ
Inspirion Wealth Advisors's MDLZ Position: Q4 2025 in Review
Inspirion Wealth Advisors sold out of Mondelez International (MDLZ) in Q4 2025, closing a stake of 5,055 shares — an estimated $372K sold.
Inspirion Wealth Advisors first reported a position in MDLZ in Q4 2015 and held it in 37 quarters. The position peaked at $372K in Q3 2025. 1,859 funds tracked by Wall St. Rank hold MDLZ as of Q4 2025.
- Inspirion Wealth Advisors reported no remaining Mondelez International position as of Q4 2025 after selling out during the quarter.
- Inspirion Wealth Advisors sold 5,055 Mondelez International shares in Q4 2025, an estimated $372K.
- Inspirion Wealth Advisors first reported a position in Mondelez International in Q4 2015 and held it in 37 quarters.
- Inspirion Wealth Advisors's Mondelez International position peaked at $372K in Q3 2025.
- 1,859 funds tracked by Wall St. Rank held Mondelez International as of Q4 2025.
Based on Inspirion Wealth Advisors's 13F filing for Q4 2025, filed 9 Jan 2026.