Angeles Wealth Management’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 |
-8,593
| Closed | -$2.15M | – | 231 |
|
|
2023
Q2 | $2.15M | Sell |
8,593
-441
| -5% | -$110K | 0.29% | 37 |
|
|
2023
Q1 | $2.3M | Sell |
9,034
-503
| -5% | -$128K | 0.34% | 34 |
|
|
2022
Q4 | $2.21M | Buy |
9,537
+785
| +9% | +$182K | 0.39% | 34 |
|
|
2022
Q3 | $1.93M | Buy |
8,752
+737
| +9% | +$163K | 0.38% | 32 |
|
|
2022
Q2 | $1.73M | Buy |
8,015
+1,456
| +22% | +$313K | 0.34% | 36 |
|
|
2022
Q1 | $1.42M | Buy |
+6,559
| New | +$1.42M | 0.27% | 50 |
|