Creative Planning’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 | $5.06M | Sell |
223,301
-23,912
| -10% | -$572K | ﹤0.01% | 1191 |
|
|
2025
Q4 | $5.86M | Buy |
247,213
+91,334
| +59% | +$2.13M | ﹤0.01% | 898 |
|
|
2025
Q3 | $3.86M | Buy |
155,879
+5,509
| +4% | +$153K | ﹤0.01% | 1034 |
|
|
2025
Q2 | $4.55M | Buy |
150,370
+54,041
| +56% | +$1.63M | ﹤0.01% | 809 |
|
|
2025
Q1 | $2.98M | Sell |
96,329
-37,429
| -28% | -$1.11M | ﹤0.01% | 935 |
|
|
2024
Q4 | $4.2M | Buy |
133,758
+13,107
| +11% | +$411K | ﹤0.01% | 725 |
|
|
2024
Q3 | $3.82M | Buy |
120,651
+9,127
| +8% | +$290K | ﹤0.01% | 745 |
|
|
2024
Q2 | $3.4M | Sell |
111,524
-9,177
| -8% | -$309K | ﹤0.01% | 769 |
|
|
2024
Q1 | $4.21M | Buy |
120,701
+8,557
| +8% | +$273K | ﹤0.01% | 665 |
|
|
2023
Q4 | $3.6M | Sell |
112,144
-1,832
| -2% | -$59.8K | 0.01% | 669 |
|
|
2023
Q3 | $4.33M | Sell |
113,976
-1,833
| -2% | -$72.2K | 0.01% | 574 |
|
|
2023
Q2 | $4.66M | Buy |
115,809
+19,244
| +20% | +$772K | 0.01% | 543 |
|
|
2023
Q1 | $3.85M | Sell |
96,565
-20,489
| -18% | -$885K | 0.01% | 571 |
|
|
2022
Q4 | $5.33M | Sell |
117,054
-6,697
| -5% | -$312K | 0.01% | 476 |
|
|
2022
Q3 | $5.62M | Buy |
123,751
+213
| +0.2% | +$10.3K | 0.01% | 415 |
|
|
2022
Q2 | $5.85M | Sell |
123,538
-529
| -0.4% | -$26.4K | 0.01% | 417 |
|
|
2022
Q1 | $6.39M | Sell |
124,067
-4,627
| -4% | -$227K | 0.01% | 401 |
|
|
2021
Q4 | $6.28M | Sell |
128,694
-7,713
| -6% | -$338K | 0.01% | 369 |
|
|
2021
Q3 | $5.59M | Buy |
136,407
+10,759
| +9% | +$485K | 0.01% | 391 |
|
|
2021
Q2 | $6M | Sell |
125,648
-68,127
| -35% | -$3.24M | 0.01% | 361 |
|
|
2021
Q1 | $9.26M | Buy |
193,775
+9,915
| +5% | +$469K | 0.02% | 287 |
|
|
2020
Q4 | $8.57M | Buy |
183,860
+7,586
| +4% | +$370K | 0.02% | 283 |
|
|
2020
Q3 | $8.62M | Buy |
176,274
+1,598
| +0.9% | +$80.2K | 0.02% | 234 |
|
|
2020
Q2 | $8.43M | Sell |
174,676
-292
| -0.2% | -$14K | 0.02% | 208 |
|
|
2020
Q1 | $8.16M | Sell |
174,968
-7,317
| -4% | -$333K | 0.03% | 187 |
|
|
2019
Q4 | $8.22M | Buy |
182,285
+14,196
| +8% | +$611K | 0.02% | 226 |
|
|
2019
Q3 | $7.35M | Sell |
168,089
-14,074
| -8% | -$591K | 0.02% | 232 |
|
|
2019
Q2 | $7.38M | Sell |
182,163
-1,602
| -0.9% | -$65K | 0.02% | 228 |
|
|
2019
Q1 | $8.22M | Buy |
183,765
+708
| +0.4% | +$30.3K | 0.03% | 197 |
|
|
2018
Q4 | $7.81M | Buy |
183,057
+2,692
| +1% | +$116K | 0.03% | 179 |
|
|
2018
Q3 | $7.11M | Sell |
180,365
-1,876
| -1% | -$71.8K | 0.03% | 215 |
|
|
2018
Q2 | $6.78M | Buy |
182,241
+468
| +0.3% | +$16.8K | 0.03% | 206 |
|
|
2018
Q1 | $6.24M | Buy |
181,773
+829
| +0.5% | +$28.1K | 0.03% | 206 |
|
|
2017
Q4 | $6.58M | Sell |
180,944
-3,367
| -2% | -$113K | 0.03% | 190 |
|
|
2017
Q3 | $5.92M | Sell |
184,311
-1,992
| -1% | -$65.1K | 0.03% | 206 |
|
|
2017
Q2 | $6.36M | Buy |
186,303
+1,194
| +0.6% | +$41.1K | 0.03% | 194 |
|
|
2017
Q1 | $6.41M | Buy |
185,109
+2,120
| +1% | +$75.6K | 0.04% | 184 |
|
|
2016
Q4 | $6.37M | Buy |
182,989
+55,973
| +44% | +$2.02M | 0.04% | 180 |
|
|
2016
Q3 | $4.82M | Sell |
127,016
-6,714
| -5% | -$249K | 0.03% | 212 |
|
|
2016
Q2 | $4.89M | Buy |
133,730
+17,192
| +15% | +$643K | 0.04% | 172 |
|
|
2016
Q1 | $5.04M | Sell |
116,538
-17,972
| -13% | -$749K | 0.04% | 160 |
|
|
2015
Q4 | $5.32M | Sell |
134,510
-682
| -0.5% | -$24.3K | 0.04% | 158 |
|
|
2015
Q3 | $4.28M | Buy |
135,192
+24,838
| +23% | +$744K | 0.04% | 173 |
|
|
2015
Q2 | $3.11M | Buy |
110,354
+86,468
| +362% | +$2.45M | 0.03% | 210 |
|
|
2015
Q1 | $679K | Buy |
23,886
+1,726
| +8% | +$47.2K | 0.01% | 611 |
|
|
2014
Q4 | $577K | Buy |
22,160
+644
| +3% | +$17K | 0.01% | 637 |
|
|
2014
Q3 | $553K | Sell |
21,516
-42
| -0.2% | -$1.02K | 0.01% | 616 |
|
|
2014
Q2 | $532K | Buy |
21,558
+996
| +5% | +$24.1K | 0.01% | 626 |
|
|
2014
Q1 | $507K | Sell |
20,562
-4,168
| -17% | -$96K | 0.01% | 613 |
|
|
2013
Q4 | $559K | Buy |
24,730
+10,134
| +69% | +$222K | 0.01% | 488 |
|
|
2013
Q3 | $307K | Hold |
14,596
| – | – | 0.01% | 589 |
|
|
2013
Q2 | $282K | Buy |
+14,596
| New | +$296K | 0.01% | 569 |
|
Other funds holding HRL
VCM
VPM
