9WM
9258 Wealth Management’s Hershey HSY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,461
| Closed | -$272K | – | 348 |
|
|
2023
Q4 | $272K | Sell |
1,461
-779
| -35% | -$145K | 0.05% | 265 |
|
|
2023
Q3 | $448K | Hold |
2,240
| – | – | 0.09% | 187 |
|
|
2023
Q2 | $559K | Hold |
2,240
| – | – | 0.11% | 166 |
|
|
2023
Q1 | $570K | Buy |
2,240
+79
| +4% | +$20.1K | 0.12% | 164 |
|
|
2022
Q4 | $500K | Hold |
2,161
| – | – | 0.11% | 175 |
|
|
2022
Q3 | $476K | Sell |
2,161
-203
| -9% | -$44.7K | 0.12% | 170 |
|
|
2022
Q2 | $509K | Buy |
2,364
+8
| +0.3% | +$1.72K | 0.13% | 171 |
|
|
2022
Q1 | $510K | Hold |
2,356
| – | – | 0.12% | 185 |
|
|
2021
Q4 | $456K | Buy |
2,356
+13
| +0.6% | +$2.52K | 0.1% | 209 |
|
|
2021
Q3 | $397K | Hold |
2,343
| – | – | 0.11% | 207 |
|
|
2021
Q2 | $408K | Buy |
2,343
+45
| +2% | +$7.84K | 0.11% | 203 |
|
|
2021
Q1 | $363K | Buy |
2,298
+5
| +0.2% | +$790 | 0.11% | 202 |
|
|
2020
Q4 | $349K | Sell |
2,293
-35
| -2% | -$5.33K | 0.11% | 199 |
|
|
2020
Q3 | $320K | Buy |
2,328
+8
| +0.3% | +$1.1K | 0.12% | 193 |
|
|
2020
Q2 | $301K | Buy |
2,320
+31
| +1% | +$4.02K | 0.12% | 201 |
|
|
2020
Q1 | $309K | Sell |
2,289
-492
| -18% | -$66.4K | 0.14% | 180 |
|
|
2019
Q4 | $409K | Buy |
+2,781
| New | +$409K | 0.15% | 176 |
|