Baltimore-Washington Financial 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 |
-26,611
| Closed | -$4.96M | – | 137 |
|
|
2023
Q4 | $4.96M | Buy |
26,611
+801
| +3% | +$149K | 0.34% | 78 |
|
|
2023
Q3 | $5.16M | Buy |
25,810
+300
| +1% | +$60K | 0.42% | 73 |
|
|
2023
Q2 | $6.37M | Buy |
25,510
+11,105
| +77% | +$2.77M | 0.51% | 62 |
|
|
2023
Q1 | $3.66M | Buy |
14,405
+560
| +4% | +$142K | 0.32% | 77 |
|
|
2022
Q4 | $3.21M | Buy |
13,845
+5,221
| +61% | +$1.21M | 0.31% | 75 |
|
|
2022
Q3 | $1.9M | Buy |
8,624
+7,501
| +668% | +$1.65M | 0.16% | 82 |
|
|
2022
Q2 | $241K | Buy |
+1,123
| New | +$241K | 0.03% | 114 |
|