Brighton Jones LLC’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-2,631
| Closed | -$484K | – | 622 |
|
2024
Q2 | $484K | Buy |
2,631
+59
| +2% | +$10.8K | 0.02% | 356 |
|
2024
Q1 | $500K | Buy |
2,572
+4
| +0.2% | +$778 | 0.02% | 349 |
|
2023
Q4 | $479K | Buy |
+2,568
| New | +$479K | 0.02% | 332 |
|
2023
Q2 | – | Sell |
-3,296
| Closed | -$839K | – | 551 |
|
2023
Q1 | $839K | Buy |
3,296
+38
| +1% | +$9.67K | 0.05% | 206 |
|
2022
Q4 | $754K | Buy |
+3,258
| New | +$754K | 0.05% | 191 |
|