Modera Wealth Management’s Hormel Foods HRL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-6,781
| Closed | -$237K | – | 580 |
|
|
2024
Q1 | $237K | Buy |
+6,781
| New | +$237K | ﹤0.01% | 519 |
|
|
2023
Q4 | – | Sell |
-6,758
| Closed | -$257K | – | 538 |
|
|
2023
Q3 | $257K | Hold |
6,758
| – | – | ﹤0.01% | 481 |
|
|
2023
Q2 | $272K | Hold |
6,758
| – | – | ﹤0.01% | 479 |
|
|
2023
Q1 | $270K | Hold |
6,758
| – | – | 0.01% | 300 |
|
|
2022
Q4 | $308K | Hold |
6,758
| – | – | 0.01% | 281 |
|
|
2022
Q3 | $307K | Hold |
6,758
| – | – | 0.02% | 239 |
|
|
2022
Q2 | $320K | Buy |
+6,758
| New | +$320K | 0.02% | 247 |
|
|
2022
Q1 | – | Sell |
-7,396
| Closed | -$361K | – | 466 |
|
|
2021
Q4 | $361K | Buy |
+7,396
| New | +$361K | 0.01% | 355 |
|