9258 Wealth Management’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
|
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|
2023
Q4 | $272K | Sell |
|
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|
2023
Q3 | $448K | Hold |
|
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|
2023
Q2 | $559K | Hold |
|
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|
2023
Q1 | $570K | Buy |
|
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|
2022
Q4 | $500K | Hold |
|
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|
2022
Q3 | $476K | Sell |
|
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|
2022
Q2 | $509K | Buy |
|
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|
2022
Q1 | $510K | Hold |
|
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|
2021
Q4 | $456K | Buy |
|
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|
2021
Q3 | $397K | Hold |
|
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|
2021
Q2 | $408K | Buy |
|
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|
2021
Q1 | $363K | Buy |
|
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|
2020
Q4 | $349K | Sell |
|
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|
2020
Q3 | $320K | Buy |
|
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|
2020
Q2 | $301K | Buy |
|
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|
2020
Q1 | $309K | Sell |
|
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|
2019
Q4 | $409K | Buy |
|