Apeiron RIA’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 |
-2,200
| Closed | -$422K | – | 213 |
|
|
2024
Q3 | $422K | Buy |
2,200
+58
| +3% | +$11.1K | 0.12% | 125 |
|
|
2024
Q2 | $394K | Buy |
2,142
+175
| +9% | +$32.2K | 0.12% | 136 |
|
|
2024
Q1 | $383K | Buy |
1,967
+113
| +6% | +$22K | 0.11% | 144 |
|
|
2023
Q4 | $346K | Sell |
1,854
-98
| -5% | -$18.3K | 0.11% | 140 |
|
|
2023
Q3 | $391K | Buy |
1,952
+274
| +16% | +$54.8K | 0.13% | 120 |
|
|
2023
Q2 | $419K | Buy |
1,678
+170
| +11% | +$42.4K | 0.14% | 106 |
|
|
2023
Q1 | $384K | Sell |
1,508
-119
| -7% | -$30.3K | 0.13% | 111 |
|
|
2022
Q4 | $377K | Buy |
1,627
+21
| +1% | +$4.86K | 0.14% | 112 |
|
|
2022
Q3 | $362K | Buy |
+1,606
| New | +$362K | 0.17% | 101 |
|