Avestar Capital’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 |
-1,175
| Closed | -$225K | – | 483 |
|
|
2024
Q3 | $225K | Buy |
1,175
+67
| +6% | +$12.8K | 0.02% | 390 |
|
|
2024
Q2 | $204K | Sell |
1,108
-980
| -47% | -$180K | 0.02% | 383 |
|
|
2024
Q1 | $406K | Buy |
2,088
+496
| +31% | +$96.5K | 0.04% | 245 |
|
|
2023
Q4 | $297K | Buy |
1,592
+19
| +1% | +$3.54K | 0.03% | 274 |
|
|
2023
Q3 | $315K | Sell |
1,573
-60
| -4% | -$12K | 0.04% | 217 |
|
|
2023
Q2 | $408K | Sell |
1,633
-12
| -0.7% | -$3K | 0.07% | 155 |
|
|
2023
Q1 | $419K | Buy |
1,645
+84
| +5% | +$21.4K | 0.07% | 151 |
|
|
2022
Q4 | $361K | Sell |
1,561
-43
| -3% | -$9.96K | 0.07% | 163 |
|
|
2022
Q3 | $354K | Buy |
1,604
+73
| +5% | +$16.1K | 0.09% | 147 |
|
|
2022
Q2 | $329K | Buy |
1,531
+98
| +7% | +$21.1K | 0.08% | 168 |
|
|
2022
Q1 | $310K | Sell |
1,433
-44
| -3% | -$9.52K | 0.05% | 267 |
|
|
2021
Q4 | $286K | Buy |
1,477
+116
| +9% | +$22.5K | 0.04% | 271 |
|
|
2021
Q3 | $230K | Buy |
1,361
+27
| +2% | +$4.56K | 0.03% | 315 |
|
|
2021
Q2 | $232K | Buy |
+1,334
| New | +$232K | 0.03% | 310 |
|
|
2019
Q3 | – | Sell |
-4
| Closed | – | – | 465 |
|
|
2019
Q2 | $0 | Hold |
4
| – | – | ﹤0.01% | 905 |
|
|
2019
Q1 | $0 | Hold |
4
| – | – | ﹤0.01% | 903 |
|
|
2018
Q4 | $0 | Buy |
+4
| New | – | ﹤0.01% | 900 |
|
|
2018
Q2 | – | Sell |
-4
| Closed | – | – | 937 |
|
|
2018
Q1 | $0 | Buy |
+4
| New | – | ﹤0.01% | 877 |
|