Baldwin Wealth Partners’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 |
-75
| Closed | -$14.4K | – | 589 |
|
|
2024
Q3 | $14.4K | Hold |
75
| – | – | ﹤0.01% | 743 |
|
|
2024
Q2 | $13.8K | Hold |
75
| – | – | ﹤0.01% | 508 |
|
|
2024
Q1 | $14.6K | Hold |
75
| – | – | ﹤0.01% | 523 |
|
|
2023
Q4 | $14K | Sell |
75
-25
| -25% | -$4.66K | ﹤0.01% | 543 |
|
|
2023
Q3 | $20K | Hold |
100
| – | – | ﹤0.01% | 510 |
|
|
2023
Q2 | $25K | Hold |
100
| – | – | ﹤0.01% | 510 |
|
|
2023
Q1 | $25.4K | Hold |
100
| – | – | ﹤0.01% | 520 |
|
|
2022
Q4 | $23.2K | Buy |
+100
| New | +$23.2K | ﹤0.01% | 518 |
|
|
2016
Q4 | – | Sell |
-100
| Closed | -$10K | – | 522 |
|
|
2016
Q3 | $10K | Hold |
100
| – | – | ﹤0.01% | 450 |
|
|
2016
Q2 | $11K | Hold |
100
| – | – | ﹤0.01% | 389 |
|
|
2016
Q1 | $9K | Buy |
+100
| New | +$9K | ﹤0.01% | 420 |
|