Nisa Investment Advisors’s Tootsie Roll Industries TR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $14.8K | Buy |
346
+125
| +57% | +$4.9K | ﹤0.01% | 2113 |
|
|
2025
Q4 | $7.9K | Sell |
221
-364
| -62% | -$13.8K | ﹤0.01% | 2322 |
|
|
2025
Q3 | $23.8K | Buy |
585
+294
| +101% | +$11.1K | ﹤0.01% | 1920 |
|
|
2025
Q2 | $9.47K | Buy |
291
+237
| +439% | +$7.6K | ﹤0.01% | 2292 |
|
|
2025
Q1 | $1.62K | Buy |
54
+1
| +2% | +$30 | ﹤0.01% | 2522 |
|
|
2024
Q4 | $1.62K | Hold |
53
| – | – | ﹤0.01% | 2558 |
|
|
2024
Q3 | $1.55K | Hold |
53
| – | – | ﹤0.01% | 2465 |
|
|
2024
Q2 | $1.53K | Buy |
53
+31
| +141% | +$875 | ﹤0.01% | 2419 |
|
|
2024
Q1 | $674 | Sell |
22
-416
| -95% | -$12.6K | ﹤0.01% | 2448 |
|
|
2023
Q4 | $13.3K | Hold |
438
| – | – | ﹤0.01% | 1976 |
|
|
2023
Q3 | $12K | Hold |
438
| – | – | ﹤0.01% | 2140 |
|
|
2023
Q2 | $14.2K | Sell |
438
-1
| -0.2% | -$37 | ﹤0.01% | 2186 |
|
|
2023
Q1 | $18K | Hold |
439
| – | – | ﹤0.01% | 2044 |
|
|
2022
Q4 | $17K | Hold |
439
| – | – | ﹤0.01% | 2101 |
|
|
2022
Q3 | $13K | Hold |
439
| – | – | ﹤0.01% | 2149 |
|
|
2022
Q2 | $14K | Sell |
439
-717
| -62% | -$21.7K | ﹤0.01% | 2133 |
|
|
2022
Q1 | $36K | Buy |
1,156
+715
| +162% | +$21.3K | ﹤0.01% | 1929 |
|
|
2021
Q4 | $13K | Sell |
441
-197
| -31% | -$5.7K | ﹤0.01% | 2003 |
|
|
2021
Q3 | $17 | Sell |
638
-579
| -48% | -$16.3K | ﹤0.01% | 2129 |
|
|
2021
Q2 | $36 | Sell |
1,217
-695
| -36% | -$19.6K | ﹤0.01% | 2019 |
|
|
2021
Q1 | $55 | Buy |
1,912
+597
| +45% | +$16.4K | ﹤0.01% | 1965 |
|
|
2020
Q4 | $33K | Buy |
1,315
+299
| +29% | +$7.7K | ﹤0.01% | 2052 |
|
|
2020
Q3 | $26K | Hold |
1,016
| – | – | ﹤0.01% | 2016 |
|
|
2020
Q2 | $29K | Buy |
1,016
+620
| +157% | +$18.4K | ﹤0.01% | 1698 |
|
|
2020
Q1 | $12K | Hold |
396
| – | – | ﹤0.01% | 1823 |
|
|
2019
Q4 | $11K | Sell |
396
-633
| -62% | -$17.9K | ﹤0.01% | 1813 |
|
|
2019
Q3 | $31K | Buy |
1,029
+221
| +27% | +$6.66K | ﹤0.01% | 1586 |
|
|
2019
Q2 | $24K | Sell |
808
-1
| -0.1% | -$31 | ﹤0.01% | 1582 |
|
|
2019
Q1 | $25K | Buy |
809
+633
| +360% | +$17.8K | ﹤0.01% | 1599 |
|
|
2018
Q4 | $5K | Hold |
176
| – | – | ﹤0.01% | 1815 |
|
|
2018
Q3 | $4K | Hold |
176
| – | – | ﹤0.01% | 1904 |
|
|
2018
Q2 | $4K | Sell |
176
-1
| -0.6% | -$23 | ﹤0.01% | 1848 |
|
|
2018
Q1 | $4K | Sell |
177
-261
| -60% | -$6.78K | ﹤0.01% | 1816 |
|
|
2017
Q4 | $12K | Hold |
438
| – | – | ﹤0.01% | 1699 |
|
|
2017
Q3 | $13K | Hold |
438
| – | – | ﹤0.01% | 1669 |
|
|
2017
Q2 | $12K | Sell |
438
-20,059
| -98% | -$558K | ﹤0.01% | 1663 |
|
|
2017
Q1 | $587K | Sell |
20,497
-117
| -0.6% | -$3.36K | 0.01% | 982 |
|
|
2016
Q4 | $610K | Hold |
20,614
| – | – | 0.01% | 971 |
|
|
2016
Q3 | $565K | Sell |
20,614
-444
| -2% | -$12.4K | 0.01% | 961 |
|
|
2016
Q2 | $604K | Sell |
21,058
-1
| -0% | -$27 | 0.01% | 921 |
|
|
2016
Q1 | $548K | Sell |
21,059
-1
| -0% | -$24 | 0.01% | 969 |
|
|
2015
Q4 | $481K | Hold |
21,060
| – | – | 0.01% | 969 |
|
|
2015
Q3 | $476K | Hold |
21,060
| – | – | 0.01% | 999 |
|
|
2015
Q2 | $492K | Sell |
21,060
-1
| -0% | -$23 | 0.01% | 1022 |
|
|
2015
Q1 | $516K | Buy |
21,061
+713
| +4% | +$16.3K | 0.01% | 1027 |
|
|
2014
Q4 | $437K | Hold |
20,348
| – | – | 0.01% | 1051 |
|
|
2014
Q3 | $399K | Hold |
20,348
| – | – | 0.01% | 1075 |
|
|
2014
Q2 | $420K | Sell |
20,348
-2
| -0% | -$40 | 0.01% | 1084 |
|
|
2014
Q1 | $427K | Buy |
20,350
+1
| +0% | +$21 | 0.01% | 1088 |
|
|
2013
Q4 | $451K | Hold |
20,349
| – | – | 0.01% | 1055 |
|
|
2013
Q3 | $427K | Hold |
20,349
| – | – | 0.01% | 1065 |
|
|
2013
Q2 | $440K | Buy |
+20,349
| New | +$432K | 0.01% | 1054 |
|
Other funds holding TR
VPM
VCM
HWM
