Concord Wealth Partners’s Hormel Foods HRL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $94.8K | Buy |
3,133
+30
| +1% | +$908 | 0.01% | 273 |
|
2025
Q1 | $96K | Buy |
3,103
+32
| +1% | +$990 | 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% | +$856 | 0.02% | 261 |
|
2024
Q2 | $92K | Buy |
3,016
+23
| +0.8% | +$701 | 0.02% | 249 |
|
2024
Q1 | $104K | Buy |
2,993
+29
| +1% | +$1.01K | 0.02% | 270 |
|
2023
Q4 | $95.2K | Buy |
2,964
+25
| +0.9% | +$803 | 0.02% | 278 |
|
2023
Q3 | $112K | Buy |
2,939
+20
| +0.7% | +$761 | 0.02% | 269 |
|
2023
Q2 | $117K | Buy |
2,919
+20
| +0.7% | +$804 | 0.03% | 258 |
|
2023
Q1 | $116K | Buy |
2,899
+18
| +0.6% | +$718 | 0.03% | 232 |
|
2022
Q4 | $131K | Buy |
+2,881
| New | +$131K | 0.04% | 210 |
|
2022
Q3 | – | Sell |
-178
| Closed | -$8K | – | 579 |
|
2022
Q2 | $8K | Sell |
178
-3
| -2% | -$135 | ﹤0.01% | 729 |
|
2022
Q1 | $9K | Hold |
181
| – | – | ﹤0.01% | 800 |
|
2021
Q4 | $9K | Buy |
+181
| New | +$9K | ﹤0.01% | 805 |
|
2021
Q2 | – | Sell |
-4
| Closed | – | – | 1071 |
|
2021
Q1 | $0 | Buy |
+4
| New | – | ﹤0.01% | 1024 |
|