HFR Wealth Management’s Tootsie Roll Industries TR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.8M | Buy |
292,969
+6,909
| +2% | +$231K | 2.37% | 26 |
|
|
2025
Q1 | $9.01M | Sell |
286,060
-3,692
| -1% | -$116K | 2.19% | 28 |
|
|
2024
Q4 | $9.09M | Buy |
289,752
+1,665
| +0.6% | +$52.3K | 2.25% | 27 |
|
|
2024
Q3 | $8.66M | Buy |
288,087
+6,247
| +2% | +$188K | 2.1% | 29 |
|
|
2024
Q2 | $8.36M | Buy |
281,840
+11,437
| +4% | +$339K | 2.13% | 27 |
|
|
2024
Q1 | $8.41M | Sell |
270,403
-2,239
| -0.8% | -$69.6K | 2.13% | 27 |
|
|
2023
Q4 | $8.54M | Buy |
272,642
+3,271
| +1% | +$102K | 2.32% | 27 |
|
|
2023
Q3 | $7.58M | Buy |
269,371
+650
| +0.2% | +$18.3K | 2.22% | 31 |
|
|
2023
Q2 | $8.97M | Sell |
268,721
-63,812
| -19% | -$2.13M | 2.49% | 21 |
|
|
2023
Q1 | $14.1M | Sell |
332,533
-30,251
| -8% | -$1.28M | 4% | 2 |
|
|
2022
Q4 | $14.1M | Sell |
362,784
-12,809
| -3% | -$499K | 4.1% | 1 |
|
|
2022
Q3 | $11.4M | Sell |
375,593
-6,187
| -2% | -$188K | 3.73% | 2 |
|
|
2022
Q2 | $12.4M | Sell |
381,780
-14,862
| -4% | -$481K | 3.73% | 2 |
|
|
2022
Q1 | $12.7M | Sell |
396,642
-3,566
| -0.9% | -$114K | 3.36% | 3 |
|
|
2021
Q4 | $12.9M | Buy |
400,208
+2,445
| +0.6% | +$78.7K | 3.23% | 7 |
|
|
2021
Q3 | $10.8M | Buy |
397,763
+6,122
| +2% | +$166K | 3.13% | 7 |
|
|
2021
Q2 | $11.8M | Buy |
+391,641
| New | +$11.8M | 3.55% | 3 |
|