Commonwealth Equity Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $303K | Sell |
7,103
-635
| -8% | -$24.9K | ﹤0.01% | 3643 |
|
|
2025
Q4 | $275K | Buy |
7,738
+462
| +6% | +$17.5K | ﹤0.01% | 3724 |
|
|
2025
Q3 | $296K | Sell |
7,276
-343
| -5% | -$13K | ﹤0.01% | 3657 |
|
|
2025
Q2 | $247K | Sell |
7,619
-1,278
| -14% | -$41K | ﹤0.01% | 3760 |
|
|
2025
Q1 | $272K | Sell |
8,897
-131
| -1% | -$3.9K | ﹤0.01% | 3585 |
|
|
2024
Q4 | $275K | Sell |
9,028
-83
| -0.9% | -$2.45K | ﹤0.01% | 3497 |
|
|
2024
Q3 | $266K | Buy |
9,111
+539
| +6% | +$15.3K | ﹤0.01% | 3456 |
|
|
2024
Q2 | $247K | Buy |
+8,572
| New | +$242K | ﹤0.01% | 3479 |
|
|
2023
Q2 | – | Sell |
-13,684
| Closed | -$562 | – | 3926 |
|
|
2023
Q1 | $562 | Buy |
13,684
+8,059
| +143% | +$321K | ﹤0.01% | 2456 |
|
|
2022
Q4 | $212K | Buy |
+5,625
| New | +$205K | ﹤0.01% | 3173 |
|
|
2018
Q3 | – | Sell |
-10,441
| Closed | -$254K | – | 2863 |
|
|
2018
Q2 | $254K | Sell |
10,441
-2,579
| -20% | -$59.5K | ﹤0.01% | 2271 |
|
|
2018
Q1 | $302K | Sell |
13,020
-1,008
| -7% | -$26.2K | ﹤0.01% | 2056 |
|
|
2017
Q4 | $391K | Sell |
14,028
-374
| -3% | -$10.5K | ﹤0.01% | 1868 |
|
|
2017
Q3 | $419K | Sell |
14,402
-468
| -3% | -$13.2K | ﹤0.01% | 1733 |
|
|
2017
Q2 | $397K | Buy |
14,870
+153
| +1% | +$4.25K | ﹤0.01% | 1719 |
|
|
2017
Q1 | $421K | Buy |
14,717
+727
| +5% | +$20.9K | ﹤0.01% | 1617 |
|
|
2016
Q4 | $414K | Buy |
13,990
+3,532
| +34% | +$98.4K | ﹤0.01% | 1524 |
|
|
2016
Q3 | $287K | Buy |
10,458
+3,171
| +44% | +$88.5K | ﹤0.01% | 1752 |
|
|
2016
Q2 | $209K | Sell |
7,287
-4,582
| -39% | -$122K | ﹤0.01% | 1921 |
|
|
2016
Q1 | $309K | Buy |
11,869
+677
| +6% | +$16K | ﹤0.01% | 1622 |
|
|
2015
Q4 | $255K | Buy |
+11,192
| New | +$257K | ﹤0.01% | 1727 |
|
Other funds holding TR
VPM
VCM
HWM