SkyOak Wealth’s Hormel Foods HRL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-5,750
| Closed | -$229K | – | 256 |
|
|
2023
Q1 | $229K | Hold |
5,750
| – | – | 0.07% | 204 |
|
|
2022
Q4 | $262K | Sell |
5,750
-1,000
| -15% | -$45.6K | 0.09% | 174 |
|
|
2022
Q3 | $307K | Sell |
6,750
-25
| -0.4% | -$1.14K | 0.11% | 148 |
|
|
2022
Q2 | $321K | Sell |
6,775
-4,975
| -42% | -$236K | 0.11% | 147 |
|
|
2022
Q1 | $606K | Hold |
11,750
| – | – | 0.17% | 110 |
|
|
2021
Q4 | $574K | Hold |
11,750
| – | – | 0.15% | 124 |
|
|
2021
Q3 | $482K | Hold |
11,750
| – | – | 0.13% | 133 |
|
|
2021
Q2 | $561K | Hold |
11,750
| – | – | 0.15% | 123 |
|
|
2021
Q1 | $540K | Sell |
11,750
-775
| -6% | -$35.6K | 0.15% | 126 |
|
|
2020
Q4 | $584K | Hold |
12,525
| – | – | 0.18% | 120 |
|
|
2020
Q3 | $612K | Sell |
12,525
-3,175
| -20% | -$155K | 0.22% | 105 |
|
|
2020
Q2 | $758K | Buy |
15,700
+1,100
| +8% | +$53.1K | 0.28% | 85 |
|
|
2020
Q1 | $681K | Sell |
14,600
-5,048
| -26% | -$235K | 0.35% | 68 |
|
|
2019
Q4 | $886K | Buy |
+19,648
| New | +$886K | 0.27% | 81 |
|