JWBC
TR icon

J.W. Burns & Co’s Tootsie Roll Industries TR Stock Holding History

J.W. Burns & Co’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
Q2 		$433K Buy
10,950
+317
+3% +$12.8K 0.05% 146
2026
Q1 		$454K Sell
10,633
-937
-8% -$36.7K 0.05% 135
2025
Q4 		$411K Hold
11,570
– – 0.05% 143
2025
Q3 		$471K Hold
11,570
– – 0.05% 138
2025
Q2 		$376K Sell
11,570
-215
-2% -$6.89K 0.05% 143
2025
Q1 		$360K Sell
11,785
-354
-3% -$10.6K 0.05% 148
2024
Q4 		$370K Hold
12,139
– – 0.05% 152
2024
Q3 		$354K Sell
12,139
-16
-0.1% -$455 0.05% 152
2024
Q2 		$350K Buy
12,155
+367
+3% +$10.4K 0.05% 149
2024
Q1 		$356K Sell
11,788
-920
-7% -$27.9K 0.05% 150
2023
Q4 		$387K Hold
12,708
– – 0.06% 144
2023
Q3 		$347K Hold
12,708
– – 0.06% 145
2023
Q2 		$412K Buy
12,708
+368
+3% +$13.4K 0.07% 131
2023
Q1 		$507K Sell
12,340
-370
-3% -$14.8K 0.09% 121
2022
Q4 		$481K Hold
12,710
– – 0.09% 118
2022
Q3 		$376K Hold
12,710
– – 0.07% 130
2022
Q2 		$399K Buy
12,710
+365
+3% +$11K 0.08% 124
2022
Q1 		$383K Sell
12,345
-370
-3% -$11K 0.06% 136
2021
Q4 		$397K Hold
12,715
– – 0.06% 142
2021
Q3 		$334K Hold
12,715
– – 0.05% 148
2021
Q2 		$372K Buy
12,715
+368
+3% +$10.4K 0.06% 148
2021
Q1 		$353K Sell
12,347
-968
-7% -$26.6K 0.06% 147
2020
Q4 		$331K Hold
13,315
– – 0.06% 142
2020
Q3 		$345K Hold
13,315
– – 0.07% 133
2020
Q2 		$382K Buy
13,315
+383
+3% +$11.4K 0.08% 120
2020
Q1 		$389K Sell
12,932
-388
-3% -$10.9K 0.11% 110
2019
Q4 		$370K Hold
13,320
– – 0.08% 129
2019
Q3 		$402K Hold
13,320
– – 0.09% 125
2019
Q2 		$400K Buy
13,320
+385
+3% +$12.1K 0.09% 125
2019
Q1 		$392K Sell
12,935
-388
-3% -$10.9K 0.1% 122
2018
Q4 		$351K Hold
13,323
– – 0.1% 122
2018
Q3 		$308K Hold
13,323
– – 0.07% 139
2018
Q2 		$324K Buy
13,323
+387
+3% +$8.93K 0.08% 137
2018
Q1 		$301K Sell
12,936
-388
-3% -$10.1K 0.08% 138
2017
Q4 		$372K Hold
13,324
– – 0.09% 129
2017
Q3 		$388K Hold
13,324
– – 0.1% 125
2017
Q2 		$356K Buy
13,324
+382
+3% +$10.6K 0.1% 132
2017
Q1 		$370K Sell
12,942
-388
-3% -$11.1K 0.1% 131
2016
Q4 		$394K Hold
13,330
– – 0.12% 122
2016
Q3 		$365K Hold
13,330
– – 0.11% 123
2016
Q2 		$382K Buy
13,330
+383
+3% +$10.2K 0.12% 122
2016
Q1 		$337K Sell
12,947
-389
-3% -$9.22K 0.11% 127
2015
Q4 		$304K Hold
13,336
– – 0.1% 127
2015
Q3 		$301K Hold
13,336
– – 0.1% 126
2015
Q2 		$311K Buy
13,336
+385
+3% +$8.91K 0.1% 127
2015
Q1 		$317K Sell
12,951
-388
-3% -$8.89K 0.1% 128
2014
Q4 		$287K Hold
13,339
– – 0.09% 136
2014
Q3 		$262K Hold
13,339
– – 0.09% 140
2014
Q2 		$275K Buy
13,339
+382
+3% +$7.69K 0.09% 141
2014
Q1 		$272K Sell
12,957
-389
-3% -$8.07K 0.1% 138
2013
Q4 		$296K Hold
13,346
– – 0.1% 134
2013
Q3 		$280K Hold
13,346
– – 0.11% 131
2013
Q2 		$289K Buy
+13,346
New +$284K 0.12% 121

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SC
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PA
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GI
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VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
CA
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JWA
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MPWT
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S
Sachetta Lynnfield, Massachusetts $206M AUM 26.19% 1-Year Est. Return