Atria Wealth Solutions’s Tootsie Roll Industries TR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-12,058	Closed	-$367K	–	2078
2024 Q4	$367K	Hold	12,058	–	–	﹤0.01%	1424
2024 Q3	$352K	Buy	12,058 +70	+0.6%	+$1.99K	﹤0.01%	1415
2024 Q2	$346K	Buy	11,988 +21	+0.2%	+$592	﹤0.01%	1429
2024 Q1	$361K	Sell	11,967 -22	-0.2%	-$667	﹤0.01%	1429
2023 Q4	$365K	Hold	11,989	–	–	﹤0.01%	1368
2023 Q3	$328K	Buy	11,989 +82	+0.7%	+$2.46K	﹤0.01%	1356
2023 Q2	$387K	Sell	11,907 -11,961	-50%	-$437K	0.01%	1289
2023 Q1	$994K	Buy	23,868 +11,959	+100%	+$477K	0.01%	799
2022 Q4	$451K	Hold	11,909	–	–	0.01%	1137
2022 Q3	$352K	Buy	11,909 +98	+0.8%	+$3.06K	0.01%	1206
2022 Q2	$372K	Buy	11,811 +422	+4%	+$12.8K	0.01%	1112
2022 Q1	$354K	Buy	+11,389	New	+$340K	0.01%	1240