Corient Private Wealth
TR icon

Corient Private Wealth’s Tootsie Roll Industries TR Stock Holding History

Corient Private Wealth’s Portfolio TR Stock Details TR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-7,412
Closed -$264K – 3026
2025
Q4 		$264K Buy
7,412
+388
+6% +$14.7K ﹤0.01% 2529
2025
Q3 		$286K Buy
+7,024
New +$266K ﹤0.01% 2150
2025
Q1 		– Sell
-6,814
Closed -$208K – 2443
2024
Q4 		$208K Buy
+6,814
New +$201K ﹤0.01% 2097
2024
Q3 		– Sell
-15,747
Closed -$454K – 2564
2024
Q2 		$454K Buy
15,747
+644
+4% +$18.2K ﹤0.01% 1702
2024
Q1 		$456K Sell
15,103
-341
-2% -$10.3K ﹤0.01% 1681
2023
Q4 		$470K Buy
+15,444
New +$452K ﹤0.01% 1640
2023
Q3 		– Sell
-6,702
Closed -$217K – 2234
2023
Q2 		$217K Buy
6,702
+594
+10% +$21.7K ﹤0.01% 1835
2023
Q1 		$251K Buy
+6,108
New +$244K ﹤0.01% 1690

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