Cabot Wealth Management’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 |
-5,950
| Closed | -$1.09M | – | 133 |
|
|
2024
Q2 | $1.09M | Sell |
5,950
-263
| -4% | -$48.3K | 0.14% | 98 |
|
|
2024
Q1 | $1.21M | Buy |
6,213
+335
| +6% | +$65.2K | 0.16% | 93 |
|
|
2023
Q4 | $1.1M | Sell |
5,878
-524
| -8% | -$97.7K | 0.15% | 91 |
|
|
2023
Q3 | $1.28M | Buy |
+6,402
| New | +$1.28M | 0.2% | 86 |
|