CWM
C2C Wealth Management’s Hershey HSY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-18,466
| Closed | -$3.65M | – | 148 |
|
|
2023
Q3 | $3.65M | Hold |
18,466
| – | – | 0.52% | 17 |
|
|
2023
Q2 | $4.43M | Hold |
18,466
| – | – | 0.59% | 14 |
|
|
2023
Q1 | $4.77M | Hold |
18,466
| – | – | 0.77% | 11 |
|
|
2022
Q4 | $3.99M | Sell |
18,466
-4,000
| -18% | -$865K | 0.69% | 13 |
|
|
2022
Q3 | $5.07M | Hold |
22,466
| – | – | 0.99% | 8 |
|
|
2022
Q2 | $4.86M | Hold |
22,466
| – | – | 0.89% | 8 |
|
|
2022
Q1 | $5.14M | Sell |
22,466
-39
| -0.2% | -$8.92K | 0.87% | 9 |
|
|
2021
Q4 | $4.35M | Buy |
+22,505
| New | +$4.35M | 0.63% | 15 |
|