Bromfield Sneider Wealth 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 | $11.7K | Hold |
60
| – | – | 0.01% | 102 |
|
2023
Q4 | $11.2K | Hold |
60
| – | – | 0.01% | 98 |
|
2023
Q3 | $12K | Sell |
60
-105
| -64% | -$21K | 0.01% | 94 |
|
2023
Q2 | $41.2K | Hold |
165
| – | – | 0.03% | 74 |
|
2023
Q1 | $42K | Hold |
165
| – | – | 0.04% | 69 |
|
2022
Q4 | $38.2K | Hold |
165
| – | – | 0.04% | 70 |
|
2022
Q3 | $36K | Hold |
165
| – | – | 0.04% | 64 |
|
2022
Q2 | $36K | Hold |
165
| – | – | 0.04% | 67 |
|
2022
Q1 | $36K | Buy |
+165
| New | +$36K | 0.04% | 78 |
|