Atlas Private Wealth Advisors’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,724
| Closed | -$321K | – | 131 |
|
|
2023
Q4 | $321K | Buy |
1,724
+84
| +5% | +$15.7K | 0.06% | 116 |
|
|
2023
Q3 | $328K | Buy |
1,640
+10
| +0.6% | +$2K | 0.06% | 138 |
|
|
2023
Q2 | $407K | Buy |
+1,630
| New | +$407K | 0.08% | 122 |
|
|
2021
Q4 | – | Sell |
-6
| Closed | -$1K | – | 393 |
|
|
2021
Q3 | $1K | Hold |
6
| – | – | ﹤0.01% | 710 |
|
|
2021
Q2 | $1K | Hold |
6
| – | – | ﹤0.01% | 730 |
|
|
2021
Q1 | $1K | Hold |
6
| – | – | ﹤0.01% | 806 |
|
|
2020
Q4 | $1K | Hold |
6
| – | – | ﹤0.01% | 715 |
|
|
2020
Q3 | $1K | Hold |
6
| – | – | ﹤0.01% | 631 |
|
|
2020
Q2 | $1K | Buy |
+6
| New | +$1K | ﹤0.01% | 657 |
|