Williams Jones Wealth Management’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	$307K	Sell	7,197 -216	-3%	-$8.46K	﹤0.01%	417
2025 Q4	$264K	Hold	7,413	–	–	﹤0.01%	441
2025 Q3	$302K	Hold	7,413	–	–	﹤0.01%	415
2025 Q2	$241K	Buy	7,413 +215	+3%	+$6.89K	﹤0.01%	455
2025 Q1	$220K	Sell	7,198 -216	-3%	-$6.44K	﹤0.01%	452
2024 Q4	$226K	Hold	7,414	–	–	﹤0.01%	452
2024 Q3	$216K	Hold	7,414	–	–	﹤0.01%	481
2024 Q2	$214K	Hold	7,414	–	–	﹤0.01%	475
2024 Q1	$224K	Buy	7,414 +1	+0%	+$30	﹤0.01%	480
2023 Q4	$226K	Hold	7,413	–	–	﹤0.01%	477
2023 Q3	$203K	Hold	7,413	–	–	﹤0.01%	493
2023 Q2	$240K	Hold	7,413	–	–	﹤0.01%	453
2023 Q1	$305K	Sell	7,413 -1	-0%	-$40	﹤0.01%	442
2022 Q4	$280K	Hold	7,414	–	–	﹤0.01%	453
2022 Q3	$219K	Hold	7,414	–	–	﹤0.01%	487
2022 Q2	$233K	Buy	+7,414	New	+$224K	﹤0.01%	501