Mount Yale 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.27K | Buy |
+42
| New | +$1.27K | ﹤0.01% | 1374 |
|
|
2021
Q4 | – | Sell |
-11,663
| Closed | -$478K | – | 469 |
|
|
2021
Q3 | $478K | Buy |
11,663
+48
| +0.4% | +$1.97K | 0.06% | 289 |
|
|
2021
Q2 | $555K | Buy |
11,615
+413
| +4% | +$19.7K | 0.07% | 255 |
|
|
2021
Q1 | $535K | Sell |
11,202
-287
| -2% | -$13.7K | 0.07% | 255 |
|
|
2020
Q4 | $535K | Sell |
11,489
-108
| -0.9% | -$5.03K | 0.08% | 246 |
|
|
2020
Q3 | $567K | Buy |
+11,597
| New | +$567K | 0.08% | 231 |
|
|
2018
Q4 | – | Sell |
-588
| Closed | -$26K | – | 509 |
|
|
2018
Q3 | $26K | Hold |
588
| – | – | ﹤0.01% | 730 |
|
|
2018
Q2 | $22K | Sell |
588
-8,370
| -93% | -$313K | ﹤0.01% | 768 |
|
|
2018
Q1 | $307K | Buy |
+8,958
| New | +$307K | 0.07% | 241 |
|