Moneta Group Investment Advisors’s Hormel Foods HRL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-6,764
| Closed | -$323K | – | 464 |
|
|
2021
Q2 | $323K | Buy |
6,764
+88
| +1% | +$4.2K | 0.01% | 347 |
|
|
2021
Q1 | $319K | Buy |
6,676
+583
| +10% | +$27.9K | 0.02% | 321 |
|
|
2020
Q4 | $284K | Sell |
6,093
-2
| -0% | -$93 | 0.02% | 260 |
|
|
2020
Q3 | $298K | Sell |
6,095
-99
| -2% | -$4.84K | 0.03% | 221 |
|
|
2020
Q2 | $299K | Buy |
6,194
+83
| +1% | +$4.01K | 0.03% | 211 |
|
|
2020
Q1 | $285K | Buy |
6,111
+791
| +15% | +$36.9K | 0.03% | 203 |
|
|
2019
Q4 | $240K | Buy |
5,320
+221
| +4% | +$9.97K | 0.02% | 221 |
|
|
2019
Q3 | $223K | Buy |
5,099
+92
| +2% | +$4.02K | 0.02% | 234 |
|
|
2019
Q2 | $203K | Buy |
5,007
+3
| +0.1% | +$122 | 0.02% | 214 |
|
|
2019
Q1 | $224K | Buy |
5,004
+13
| +0.3% | +$582 | 0.02% | 198 |
|
|
2018
Q4 | $213K | Buy |
+4,991
| New | +$213K | 0.03% | 193 |
|
|
2018
Q2 | – | Sell |
-5,000
| Closed | -$172K | – | 495 |
|
|
2018
Q1 | $172K | Hold |
5,000
| – | – | 0.02% | 206 |
|
|
2017
Q4 | $182K | Buy |
+5,000
| New | +$182K | 0.03% | 197 |
|