Avantax Planning Partners’s Hormel Foods HRL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-6,276
| Closed | -$239K | – | 377 |
|
|
2023
Q3 | $239K | Sell |
6,276
-1,498
| -19% | -$59K | 0.01% | 319 |
|
|
2023
Q2 | $313K | Hold |
7,774
| – | – | 0.01% | 291 |
|
|
2023
Q1 | $310K | Sell |
7,774
-114
| -1% | -$4.92K | 0.01% | 287 |
|
|
2022
Q4 | $359K | Sell |
7,888
-463
| -6% | -$21.6K | 0.01% | 272 |
|
|
2022
Q3 | $379K | Buy |
8,351
+990
| +13% | +$47.8K | 0.02% | 252 |
|
|
2022
Q2 | $349K | Sell |
7,361
-60
| -0.8% | -$2.99K | 0.01% | 254 |
|
|
2022
Q1 | $382K | Buy |
7,421
+35
| +0.5% | +$1.71K | 0.02% | 250 |
|
|
2021
Q4 | $361K | Sell |
7,386
-613
| -8% | -$26.9K | 0.01% | 248 |
|
|
2021
Q3 | $328K | Sell |
7,999
-10
| -0.1% | -$451 | 0.02% | 242 |
|
|
2021
Q2 | $382K | Hold |
8,009
| – | – | 0.02% | 229 |
|
|
2021
Q1 | $383K | Buy |
8,009
+35
| +0.4% | +$1.66K | 0.02% | 212 |
|
|
2020
Q4 | $372K | Sell |
7,974
-1,602
| -17% | -$78.2K | 0.02% | 203 |
|
|
2020
Q3 | $468K | Sell |
9,576
-167
| -2% | -$8.38K | 0.02% | 185 |
|
|
2020
Q2 | $470K | Sell |
9,743
-89
| -0.9% | -$4.25K | 0.03% | 175 |
|
|
2020
Q1 | $459K | Sell |
9,832
-1,490
| -13% | -$67.8K | 0.03% | 161 |
|
|
2019
Q4 | $511K | Sell |
11,322
-1,450
| -11% | -$62.4K | 0.03% | 174 |
|
|
2019
Q3 | $559K | Hold |
12,772
| – | – | 0.03% | 154 |
|
|
2019
Q2 | $528K | Buy |
12,772
+23
| +0.2% | +$933 | 0.03% | 163 |
|
|
2019
Q1 | $571K | Sell |
12,749
-941
| -7% | -$40.3K | 0.04% | 151 |
|
|
2018
Q4 | $584K | Sell |
13,690
-1,237
| -8% | -$53.3K | 0.04% | 132 |
|
|
2018
Q3 | $588K | Sell |
14,927
-440
| -3% | -$16.8K | 0.05% | 129 |
|
|
2018
Q2 | $572K | Sell |
15,367
-346
| -2% | -$12.4K | 0.05% | 123 |
|
|
2018
Q1 | $538K | Buy |
15,713
+346
| +2% | +$11.7K | 0.05% | 170 |
|
|
2017
Q4 | $559K | Buy |
15,367
+1,886
| +14% | +$63.4K | 0.05% | 156 |
|
|
2017
Q3 | $433K | Buy |
13,481
+41
| +0.3% | +$1.34K | 0.03% | 222 |
|
|
2017
Q2 | $458K | Sell |
13,440
-66
| -0.5% | -$2.27K | 0.04% | 201 |
|
|
2017
Q1 | $468K | Hold |
13,506
| – | – | 0.04% | 189 |
|
|
2016
Q4 | $470K | Buy |
+13,506
| New | +$488K | 0.05% | 170 |
|
Other funds holding HRL
MPI
CIP
