Forum Financial Management’s Hormel Foods HRL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-16,149	Closed	-$400K	–	1033
2025 Q3	$400K	Sell	16,149 -168	-1%	-$4.65K	0.01%	572
2025 Q2	$494K	Buy	16,317 +652	+4%	+$19.7K	0.01%	418
2025 Q1	$485K	Buy	15,665 +2,405	+18%	+$71.4K	0.01%	385
2024 Q4	$416K	Buy	13,260 +5,353	+68%	+$168K	0.01%	460
2024 Q3	$251K	Buy	7,907 +14	+0.2%	+$445	﹤0.01%	609
2024 Q2	$241K	Buy	+7,893	New	+$265K	﹤0.01%	578
2023 Q1	–	Sell	-5,259	Closed	-$240K	–	635
2022 Q4	$240K	Buy	5,259 +300	+6%	+$14K	0.01%	478
2022 Q3	$225K	Hold	4,959	–	–	0.01%	458
2022 Q2	$235K	Buy	4,959 +774	+18%	+$38.6K	0.01%	454
2022 Q1	$215K	Hold	4,185	–	–	0.01%	536
2021 Q4	$204K	Buy	+4,185	New	+$183K	0.01%	615