C.M. Bidwell & Associates’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-440
| Closed | -$110K | – | 551 |
|
|
2023
Q2 | $110K | Hold |
440
| – | – | 0.08% | 221 |
|
|
2023
Q1 | $112K | Hold |
440
| – | – | 0.08% | 216 |
|
|
2022
Q4 | $102K | Hold |
440
| – | – | 0.08% | 221 |
|
|
2022
Q3 | $97K | Buy |
+440
| New | +$97K | 0.08% | 221 |
|
|
2017
Q3 | – | Sell |
-38,185
| Closed | -$4.1M | – | 334 |
|
|
2017
Q2 | $4.1M | Sell |
38,185
-43,460
| -53% | -$4.67M | 0.87% | 57 |
|
|
2017
Q1 | $8.92M | Buy |
81,645
+42,440
| +108% | +$4.64M | 2.01% | 6 |
|
|
2016
Q4 | $4.06M | Buy |
+39,205
| New | +$4.06M | 0.96% | 42 |
|