Angeles Investment Advisors’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | – | Sell |
-1,975
| Closed | -$493K | – | 194 |
|
2023
Q2 | $493K | Sell |
1,975
-165
| -8% | -$41.2K | 0.04% | 66 |
|
2023
Q1 | $544K | Sell |
2,140
-210
| -9% | -$53.4K | 0.04% | 51 |
|
2022
Q4 | $544K | Buy |
2,350
+44
| +2% | +$10.2K | 0.05% | 33 |
|
2022
Q3 | $508K | Sell |
2,306
-334
| -13% | -$73.6K | 0.05% | 27 |
|
2022
Q2 | $568K | Buy |
2,640
+556
| +27% | +$120K | 0.05% | 33 |
|
2022
Q1 | $451K | Buy |
+2,084
| New | +$451K | 0.03% | 49 |
|