BOK Financial Private Wealth’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $54.7K | Sell |
330
-41
| -11% | -$6.8K | ﹤0.01% | 242 |
|
2025
Q1 | $63.4K | Buy |
371
+41
| +12% | +$7.01K | ﹤0.01% | 243 |
|
2024
Q4 | $55.8K | Hold |
330
| – | – | ﹤0.01% | 255 |
|
2024
Q3 | $63.2K | Hold |
330
| – | – | ﹤0.01% | 243 |
|
2024
Q2 | $60.6K | Hold |
330
| – | – | ﹤0.01% | 237 |
|
2024
Q1 | $64.1K | Hold |
330
| – | – | ﹤0.01% | 236 |
|
2023
Q4 | $61.5K | Hold |
330
| – | – | 0.01% | 224 |
|
2023
Q3 | $66K | Hold |
330
| – | – | 0.01% | 211 |
|
2023
Q2 | $82.3K | Buy |
+330
| New | +$82.3K | 0.01% | 201 |
|