Checchi Capital Advisers’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 |
-1,153
| Closed | -$221K | – | 574 |
|
2024
Q3 | $221K | Sell |
1,153
-2
| -0.2% | -$384 | 0.01% | 529 |
|
2024
Q2 | $212K | Sell |
1,155
-118
| -9% | -$21.7K | 0.01% | 518 |
|
2024
Q1 | $248K | Sell |
1,273
-69
| -5% | -$13.4K | 0.02% | 488 |
|
2023
Q4 | $250K | Buy |
1,342
+61
| +5% | +$11.4K | 0.02% | 470 |
|
2023
Q3 | $256K | Sell |
1,281
-202
| -14% | -$40.4K | 0.02% | 442 |
|
2023
Q2 | $370K | Sell |
1,483
-1
| -0.1% | -$250 | 0.03% | 357 |
|
2023
Q1 | $378K | Buy |
1,484
+6
| +0.4% | +$1.53K | 0.04% | 355 |
|
2022
Q4 | $342K | Sell |
1,478
-89
| -6% | -$20.6K | 0.04% | 358 |
|
2022
Q3 | $345K | Buy |
1,567
+31
| +2% | +$6.83K | 0.03% | 347 |
|
2022
Q2 | $350K | Buy |
1,536
+330
| +27% | +$75.2K | 0.03% | 375 |
|
2022
Q1 | $261K | Buy |
1,206
+161
| +15% | +$34.8K | 0.02% | 441 |
|
2021
Q4 | $202K | Buy |
+1,045
| New | +$202K | 0.02% | 502 |
|
2016
Q3 | – | Sell |
-809
| Closed | -$92K | – | 760 |
|
2016
Q2 | $92K | Buy |
809
+31
| +4% | +$3.53K | 0.01% | 606 |
|
2016
Q1 | $72K | Buy |
+778
| New | +$72K | 0.02% | 697 |
|