EP Wealth Advisors’s Tyson Foods TSN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.41M | Buy |
21,929
+1,377
| +7% | +$85.5K | 0.01% | 557 |
|
|
2025
Q4 | $1.2M | Buy |
+20,552
| New | +$1.13M | 0.01% | 569 |
|
|
2025
Q2 | $951K | Buy |
17,009
+9,720
| +133% | +$559K | 0.01% | 575 |
|
|
2025
Q1 | $465K | Sell |
7,289
-160
| -2% | -$9.39K | ﹤0.01% | 738 |
|
|
2024
Q4 | $428K | Buy |
7,449
+281
| +4% | +$17K | ﹤0.01% | 745 |
|
|
2024
Q3 | $427K | Buy |
+7,168
| New | +$437K | ﹤0.01% | 738 |
|
|
2023
Q4 | – | Sell |
-8,789
| Closed | -$444K | – | 836 |
|
|
2023
Q3 | $444K | Sell |
8,789
-73,357
| -89% | -$3.91M | 0.01% | 477 |
|
|
2023
Q2 | $479K | Buy |
82,146
+73,483
| +848% | +$4M | 0.01% | 471 |
|
|
2023
Q1 | $806K | Buy |
8,663
+5,390
| +165% | +$331K | 0.01% | 331 |
|
|
2022
Q4 | $204K | Buy |
+3,273
| New | +$213K | ﹤0.01% | 547 |
|
|
2022
Q3 | – | Sell |
-7,575
| Closed | -$652K | – | 623 |
|
|
2022
Q2 | $652K | Sell |
7,575
-1,471
| -16% | -$132K | 0.01% | 326 |
|
|
2022
Q1 | $811K | Sell |
9,046
-1,558
| -15% | -$142K | 0.02% | 299 |
|
|
2021
Q4 | $924K | Sell |
10,604
-1,731
| -14% | -$142K | 0.02% | 268 |
|
|
2021
Q3 | $974K | Sell |
12,335
-12,178
| -50% | -$919K | 0.03% | 245 |
|
|
2021
Q2 | $1.81M | Sell |
24,513
-4,203
| -15% | -$326K | 0.05% | 186 |
|
|
2021
Q1 | $2.13M | Buy |
28,716
+25,508
| +795% | +$1.76M | 0.07% | 161 |
|
|
2020
Q4 | $207K | Buy |
+3,208
| New | +$200K | 0.01% | 408 |
|
|
2020
Q3 | – | Hold |
0
| – | -$203K | – | 386 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 357 |
|
|
2017
Q1 | – | Sell |
-100,252
| Closed | -$5.46M | – | 165 |
|
|
2016
Q4 | $5.46M | Buy |
100,252
+2,182
| +2% | +$143K | 0.8% | 40 |
|
|
2016
Q3 | $7.32M | Sell |
98,070
-4,684
| -5% | -$343K | 1.14% | 26 |
|
|
2016
Q2 | $6.86M | Sell |
102,754
-9,520
| -8% | -$617K | 1.09% | 30 |
|
|
2016
Q1 | $7.48M | Sell |
112,274
-56,686
| -34% | -$3.41M | 1.15% | 31 |
|
|
2015
Q4 | $9.01M | Sell |
168,960
-5,506
| -3% | -$265K | 1.51% | 27 |
|
|
2015
Q3 | $7.52M | Buy |
174,466
+949
| +0.5% | +$40.5K | 1.43% | 29 |
|
|
2015
Q2 | $7.4M | Buy |
+173,517
| New | +$7.12M | 1.39% | 31 |
|
Other funds holding TSN
VCM
VPM
DSA
