Altrius Capital Management’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,726
| Closed | -$317K | – | 86 |
|
|
2024
Q2 | $317K | Hold |
1,726
| – | – | 0.08% | 83 |
|
|
2024
Q1 | $336K | Hold |
1,726
| – | – | 0.08% | 83 |
|
|
2023
Q4 | $322K | Hold |
1,726
| – | – | 0.09% | 85 |
|
|
2023
Q3 | $345K | Hold |
1,726
| – | – | 0.1% | 85 |
|
|
2023
Q2 | $431K | Buy |
+1,726
| New | +$431K | 0.13% | 82 |
|
|
2023
Q1 | – | Sell |
-1,768
| Closed | -$409K | – | 90 |
|
|
2022
Q4 | $409K | Buy |
+1,768
| New | +$409K | 0.13% | 83 |
|