Bison Wealth’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 |
-2,008
| Closed | -$385K | – | 368 |
|
2024
Q3 | $385K | Sell |
2,008
-105
| -5% | -$20.1K | 0.06% | 278 |
|
2024
Q2 | $411K | Hold |
2,113
| – | – | 0.07% | 275 |
|
2024
Q1 | $411K | Sell |
2,113
-50
| -2% | -$9.73K | 0.07% | 275 |
|
2023
Q4 | $403K | Buy |
2,163
+176
| +9% | +$32.8K | 0.07% | 265 |
|
2023
Q3 | $398K | Buy |
+1,987
| New | +$398K | 0.08% | 251 |
|