Concord Wealth 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
2026 Q1	–	Sell	-3,206	Closed	-$76K	–	452
2025 Q4	$76K	Buy	3,206 +41	+1%	+$957	0.01%	285
2025 Q3	$78.3K	Buy	3,165 +32	+1%	+$886	0.01%	281
2025 Q2	$94.8K	Buy	3,133 +30	+1%	+$905	0.01%	273
2025 Q1	$96K	Buy	3,103 +32	+1%	+$951	0.02%	249
2024 Q4	$96.3K	Buy	3,071 +28	+0.9%	+$878	0.02%	254
2024 Q3	$96.4K	Buy	3,043 +27	+0.9%	+$857	0.02%	261
2024 Q2	$92K	Buy	3,016 +23	+0.8%	+$774	0.02%	249
2024 Q1	$104K	Buy	2,993 +29	+1%	+$925	0.02%	270
2023 Q4	$95.2K	Buy	2,964 +25	+0.9%	+$816	0.02%	278
2023 Q3	$112K	Buy	2,939 +20	+0.7%	+$788	0.02%	269
2023 Q2	$117K	Buy	2,919 +20	+0.7%	+$802	0.03%	258
2023 Q1	$116K	Buy	2,899 +18	+0.6%	+$777	0.03%	232
2022 Q4	$131K	Buy	+2,881	New	+$134K	0.04%	210
2022 Q3	–	Sell	-178	Closed	-$8K	–	579
2022 Q2	$8K	Sell	178 -3	-2%	-$150	﹤0.01%	729
2022 Q1	$9K	Hold	181	–	–	﹤0.01%	800
2021 Q4	$9K	Buy	+181	New	+$7.93K	﹤0.01%	805
2021 Q2	–	Sell	-4	Closed	–	–	1071
2021 Q1	$0	Buy	+4	New	+$189	﹤0.01%	1024