Carson Wealth (CWM LLC)’s Tootsie Roll Industries TR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $33K | Buy |
982
+227
| +30% | +$7.63K | ﹤0.01% | 3595 |
|
|
2025
Q1 | $24K | Buy |
755
+207
| +38% | +$6.58K | ﹤0.01% | 3544 |
|
|
2024
Q4 | $17K | Buy |
548
+332
| +154% | +$10.3K | ﹤0.01% | 3554 |
|
|
2024
Q3 | $7K | Buy |
216
+167
| +341% | +$5.41K | ﹤0.01% | 3970 |
|
|
2024
Q2 | $1K | Buy |
49
+14
| +40% | +$286 | ﹤0.01% | 4493 |
|
|
2024
Q1 | $1K | Sell |
35
-1
| -3% | -$29 | ﹤0.01% | 4221 |
|
|
2023
Q4 | $1K | Sell |
36
-131
| -78% | -$3.64K | ﹤0.01% | 4048 |
|
|
2023
Q3 | $5K | Sell |
167
-228
| -58% | -$6.83K | ﹤0.01% | 3497 |
|
|
2023
Q2 | $13K | Sell |
395
-74
| -16% | -$2.44K | ﹤0.01% | 2940 |
|
|
2023
Q1 | $20K | Buy |
469
+116
| +33% | +$4.95K | ﹤0.01% | 2526 |
|
|
2022
Q4 | $14K | Buy |
353
+4
| +1% | +$159 | ﹤0.01% | 2623 |
|
|
2022
Q3 | $11K | Buy |
349
+68
| +24% | +$2.14K | ﹤0.01% | 2645 |
|
|
2022
Q2 | $9K | Buy |
281
+8
| +3% | +$256 | ﹤0.01% | 2666 |
|
|
2022
Q1 | $9K | Buy |
273
+258
| +1,720% | +$8.51K | ﹤0.01% | 2562 |
|
|
2021
Q4 | $0 | Buy |
+15
| New | – | ﹤0.01% | 3627 |
|
|
2021
Q2 | $0 | Hold |
3
| – | – | ﹤0.01% | 2967 |
|
|
2021
Q1 | $0 | Hold |
3
| – | – | ﹤0.01% | 2967 |
|
|
2020
Q4 | $0 | Hold |
3
| – | – | ﹤0.01% | 2967 |
|
|
2020
Q3 | $0 | Hold |
3
| – | – | ﹤0.01% | 2967 |
|
|
2020
Q2 | $0 | Hold |
3
| – | – | ﹤0.01% | 2967 |
|
|
2020
Q1 | $0 | Sell |
3
-1
| -25% | – | ﹤0.01% | 2967 |
|
|
2019
Q4 | $0 | Hold |
4
| – | – | ﹤0.01% | 2967 |
|
|
2019
Q3 | $0 | Hold |
4
| – | – | ﹤0.01% | 2967 |
|
|
2019
Q2 | $0 | Hold |
4
| – | – | ﹤0.01% | 2967 |
|
|
2019
Q1 | $0 | Sell |
4
-82
| -95% | – | ﹤0.01% | 3236 |
|
|
2018
Q4 | $2K | Hold |
86
| – | – | ﹤0.01% | 1795 |
|
|
2018
Q3 | $2K | Hold |
86
| – | – | ﹤0.01% | 1567 |
|
|
2018
Q2 | $2K | Buy |
+86
| New | +$2K | ﹤0.01% | 1425 |
|