CFM Wealth Partners’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,148
| Closed | -$220K | – | 145 |
|
|
2024
Q3 | $220K | Hold |
1,148
| – | – | 0.04% | 136 |
|
|
2024
Q2 | $211K | Hold |
1,148
| – | – | 0.04% | 142 |
|
|
2024
Q1 | $223K | Hold |
1,148
| – | – | 0.04% | 146 |
|
|
2023
Q4 | $214K | Hold |
1,148
| – | – | 0.05% | 155 |
|
|
2023
Q3 | $230K | Hold |
1,148
| – | – | 0.06% | 132 |
|
|
2023
Q2 | $287K | Hold |
1,148
| – | – | 0.07% | 141 |
|
|
2023
Q1 | $292K | Hold |
1,148
| – | – | 0.08% | 130 |
|
|
2022
Q4 | $266K | Hold |
1,148
| – | – | 0.08% | 139 |
|
|
2022
Q3 | $253K | Hold |
1,148
| – | – | 0.08% | 135 |
|
|
2022
Q2 | $247K | Hold |
1,148
| – | – | 0.07% | 143 |
|
|
2022
Q1 | $249K | Hold |
1,148
| – | – | 0.06% | 160 |
|
|
2021
Q4 | $222K | Buy |
+1,148
| New | +$222K | 0.05% | 169 |
|
|
2021
Q3 | – | Sell |
-1,148
| Closed | -$200K | – | 187 |
|
|
2021
Q2 | $200K | Buy |
+1,148
| New | +$200K | 0.05% | 171 |
|
|
2020
Q3 | – | Sell |
-1,148
| Closed | -$148K | – | 287 |
|
|
2020
Q2 | $148K | Hold |
1,148
| – | – | 0.06% | 169 |
|
|
2020
Q1 | $152K | Hold |
1,148
| – | – | 0.07% | 157 |
|
|
2019
Q4 | $171K | Buy |
+1,148
| New | +$171K | 0.06% | 160 |
|