Baker Tilly Wealth Management’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 |
-1,108
| Closed | -$212K | – | 243 |
|
|
2024
Q3 | $212K | Sell |
1,108
-24
| -2% | -$4.6K | 0.09% | 225 |
|
|
2024
Q2 | $208K | Sell |
1,132
-1,253
| -53% | -$230K | 0.09% | 265 |
|
|
2024
Q1 | $464K | Buy |
+2,385
| New | +$464K | 0.08% | 271 |
|
|
2023
Q3 | – | Sell |
-923
| Closed | -$230K | – | 506 |
|
|
2023
Q2 | $230K | Sell |
923
-18
| -2% | -$4.5K | 0.02% | 503 |
|
|
2023
Q1 | $239K | Buy |
941
+30
| +3% | +$7.63K | 0.03% | 489 |
|
|
2022
Q4 | $211K | Sell |
911
-121
| -12% | -$28K | 0.03% | 499 |
|
|
2022
Q3 | $228K | Buy |
1,032
+86
| +9% | +$19K | 0.03% | 454 |
|
|
2022
Q2 | $204K | Buy |
946
+10
| +1% | +$2.16K | 0.03% | 469 |
|
|
2022
Q1 | $203K | Buy |
+936
| New | +$203K | 0.02% | 495 |
|