Alpha Omega Wealth Management’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,066
| Closed | -$204K | – | 207 |
|
|
2024
Q3 | $204K | Sell |
1,066
-188
| -15% | -$36.1K | 0.04% | 204 |
|
|
2024
Q2 | $231K | Hold |
1,254
| – | – | 0.04% | 189 |
|
|
2024
Q1 | $244K | Hold |
1,254
| – | – | 0.05% | 190 |
|
|
2023
Q4 | $234K | Buy |
1,254
+19
| +2% | +$3.54K | 0.04% | 193 |
|
|
2023
Q3 | $247K | Sell |
1,235
-25
| -2% | -$5K | 0.04% | 182 |
|
|
2023
Q2 | $315K | Sell |
1,260
-50
| -4% | -$12.5K | 0.05% | 170 |
|
|
2023
Q1 | $333K | Hold |
1,310
| – | – | 0.06% | 164 |
|
|
2022
Q4 | $303K | Hold |
1,310
| – | – | 0.05% | 174 |
|
|
2022
Q3 | $289K | Buy |
1,310
+75
| +6% | +$16.5K | 0.06% | 170 |
|
|
2022
Q2 | $266K | Sell |
1,235
-414
| -25% | -$89.2K | 0.05% | 182 |
|
|
2022
Q1 | $357K | Sell |
1,649
-192
| -10% | -$41.6K | 0.06% | 172 |
|
|
2021
Q4 | $362K | Hold |
1,841
| – | – | 0.06% | 173 |
|
|
2021
Q3 | $312K | Sell |
1,841
-224
| -11% | -$38K | 0.05% | 180 |
|
|
2021
Q2 | $360K | Buy |
+2,065
| New | +$360K | 0.06% | 173 |
|
|
2019
Q3 | – | Sell |
-635
| Closed | -$85K | – | 371 |
|
|
2019
Q2 | $85K | Hold |
635
| – | – | 0.04% | 208 |
|
|
2019
Q1 | $73K | Hold |
635
| – | – | 0.03% | 210 |
|
|
2018
Q4 | $68K | Hold |
635
| – | – | 0.03% | 202 |
|
|
2018
Q3 | $65K | Hold |
635
| – | – | 0.03% | 206 |
|
|
2018
Q2 | $59K | Sell |
635
-200
| -24% | -$18.6K | 0.03% | 210 |
|
|
2018
Q1 | $83K | Hold |
835
| – | – | 0.04% | 178 |
|
|
2017
Q4 | $95K | Hold |
835
| – | – | 0.05% | 177 |
|
|
2017
Q3 | $91K | Hold |
835
| – | – | 0.05% | 180 |
|
|
2017
Q2 | $90K | Buy |
835
+35
| +4% | +$3.77K | 0.05% | 179 |
|
|
2017
Q1 | $87K | Hold |
800
| – | – | 0.05% | 182 |
|
|
2016
Q4 | $83K | Buy |
+800
| New | +$83K | 0.04% | 188 |
|