Williams Jones Wealth Management’s Tootsie Roll Industries TR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $241K | Buy |
7,197
+209
| +3% | +$6.99K | ﹤0.01% | 455 |
|
|
2025
Q1 | $220K | Sell |
6,988
-210
| -3% | -$6.61K | ﹤0.01% | 452 |
|
|
2024
Q4 | $226K | Hold |
7,198
| – | – | ﹤0.01% | 452 |
|
|
2024
Q3 | $216K | Hold |
7,198
| – | – | ﹤0.01% | 481 |
|
|
2024
Q2 | $214K | Hold |
7,198
| – | – | ﹤0.01% | 475 |
|
|
2024
Q1 | $224K | Buy |
7,198
+1
| +0% | +$31 | ﹤0.01% | 480 |
|
|
2023
Q4 | $226K | Hold |
7,197
| – | – | ﹤0.01% | 477 |
|
|
2023
Q3 | $203K | Hold |
7,197
| – | – | ﹤0.01% | 493 |
|
|
2023
Q2 | $240K | Hold |
7,197
| – | – | ﹤0.01% | 453 |
|
|
2023
Q1 | $305K | Sell |
7,197
-1
| -0% | -$42 | ﹤0.01% | 442 |
|
|
2022
Q4 | $280K | Hold |
7,198
| – | – | ﹤0.01% | 453 |
|
|
2022
Q3 | $219K | Hold |
7,198
| – | – | ﹤0.01% | 487 |
|
|
2022
Q2 | $233K | Buy |
+7,198
| New | +$233K | ﹤0.01% | 501 |
|