BerganKDV Wealth Management’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $541K | Sell |
2,165
-763
| -26% | -$191K | 0.05% | 162 |
|
|
2023
Q1 | $745K | Sell |
2,928
-736
| -20% | -$187K | 0.08% | 149 |
|
|
2022
Q4 | $849K | Sell |
3,664
-609
| -14% | -$141K | 0.09% | 136 |
|
|
2022
Q3 | $942K | Buy |
4,273
+1,223
| +40% | +$270K | 0.11% | 123 |
|
|
2022
Q2 | $656K | Sell |
3,050
-107
| -3% | -$23K | 0.08% | 152 |
|
|
2022
Q1 | $684K | Sell |
3,157
-32
| -1% | -$6.93K | 0.07% | 160 |
|
|
2021
Q4 | $617K | Buy |
3,189
+154
| +5% | +$29.8K | 0.06% | 173 |
|
|
2021
Q3 | $514K | Buy |
3,035
+149
| +5% | +$25.2K | 0.06% | 175 |
|
|
2021
Q2 | $503K | Buy |
2,886
+21
| +0.7% | +$3.66K | 0.06% | 174 |
|
|
2021
Q1 | $453K | Buy |
2,865
+16
| +0.6% | +$2.53K | 0.06% | 175 |
|
|
2020
Q4 | $434K | Buy |
2,849
+81
| +3% | +$12.3K | 0.06% | 170 |
|
|
2020
Q3 | $397K | Buy |
2,768
+213
| +8% | +$30.5K | 0.06% | 170 |
|
|
2020
Q2 | $331K | Buy |
2,555
+2,458
| +2,534% | +$318K | 0.06% | 185 |
|
|
2020
Q1 | $13K | Buy |
97
+94
| +3,133% | +$12.6K | ﹤0.01% | 465 |
|
|
2019
Q4 | $0 | Buy |
+3
| New | – | ﹤0.01% | 954 |
|
|
2018
Q3 | – | Sell |
-200
| Closed | -$19K | – | 632 |
|
|
2018
Q2 | $19K | Buy |
+200
| New | +$19K | ﹤0.01% | 434 |
|